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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
5351
Innovator Capital Management
Illinois
$625K -$194K -942 -23%
AAM
5352
Auxier Asset Management
Oregon
$624K -$822 -4 -0.1%
DFP
5353
Donalies Financial Planning
District of Columbia
$622K +$617 +3 +0.1%
AA
5354
Auctus Advisors
North Carolina
$620K – – –
AIM
5355
Alhambra Investment Management
Florida
$619K +$93.8K +456 +17%
SVWG
5356
Shared Vision Wealth Group
United States
$618K -$61.3K -298 -9%
RSWA
5357
Robinson Smith Wealth Advisors
Maine
$617K +$116K +562 +22%
LCG
5358
Lynx Capital Group
Ohio
$617K +$356K +1,732 +128%
CCM
5359
Check Capital Management
California
$616K +$197K +960 +45%
CAM
5360
Campion Asset Management
Virginia
$615K +$58.6K +285 +10%
BFG
5361
Baron Financial Group
New Jersey
$615K +$1.85K +9 +0.3%
AF
5362
ASL Financial
California
$614K – – –
THL
5363
Tillman Hartley LLC
Colorado
$613K -$866K -4,214 -58%
BWA
5364
BCU Wealth Advisors
Illinois
$610K +$45K +219 +8%
CWM
5365
Core Wealth Management
Florida
$608K -$3.5K -17 -0.6%
ITB
5366
Idaho Trust Bank
Idaho
$607K – – –
FGC
5367
Financial Gravity Companies
Texas
$606K +$622K +3,027 New
IWM
5368
Integris Wealth Management
California
$605K +$94.6K +460 +18%
SCA
5369
Stokes Capital Advisors
South Carolina
$605K +$622K +3,025 New
LAA
5370
Liberty Atlantic Advisors
Texas
$604K +$62.5K +304 +11%
CW
5371
CrossGen Wealth
North Carolina
$604K +$149K +724 +32%
QWM
5372
Quaker Wealth Management
New Jersey
$603K +$16.7K +81 +3%
CAP
5373
Columbia Advisory Partners
Washington
$603K -$30.4K -148 -5%
GVCM
5374
Global View Capital Management
Wisconsin
$602K +$132K +643 +27%
VM
5375
VPR Management
Texas
$600K – – –
213 214
215
216 217