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Name Holding Trade Value Shares
Change 		Change in
Stake
GSWA
5651
Good Steward Wealth Advisors
Tennessee
$314K -$72K -350 -18%
BCM
5652
Basso Capital Management
Connecticut
$314K +$272K +1,322 +533%
YAIA
5653
Yanni & Associates Investment Advisors
Pennsylvania
$313K -$2.67K -13 -0.8%
PS
5654
Portfolio Strategies
New York
$311K +$3.08K +15 +1%
LFWA
5655
LBJ Family Wealth Advisors
Texas
$311K +$411 +2 +0.1%
WFM
5656
Wolff Financial Management
Michigan
$310K -$25.3K -123 -7%
NQWM
5657
Northwest Quadrant Wealth Management
Oregon
$310K -$77.9K -379 -20%
SAM
5658
Sherman Asset Management
California
$309K -$1.85K -9 -0.6%
GWM
5659
Global Wealth Management
New Jersey
$309K -$61.7K -300 -16%
MPW
5660
Melone Private Wealth
Michigan
$309K +$411 +2 +0.1%
AWM
5661
Altus Wealth Management
Kentucky
$308K -$6.99K -34 -2%
LK
5662
Lumbard & Kellner
New Hampshire
$308K +$316K +1,539 New
LA
5663
LWM Advisors
California
$308K – – –
LWM
5664
Lifetime Wealth Management
Texas
$307K -$83.1K -404 -21%
GWA
5665
Genesis Wealth Advisors
Massachusetts
$307K – – –
CAM
5666
Cobblestone Asset Management
Virginia
$307K +$16K +78 +5%
RC
5667
Randolph Company
Ohio
$307K +$15K +73 +5%
ACH
5668
ArrowMark Colorado Holdings
Colorado
$307K -$238K -1,158 -43%
CCA
5669
Conestoga Capital Advisors
Pennsylvania
$306K – – –
CFG
5670
Compass Financial Group
Ohio
$306K +$10.3K +50 +3%
PWM
5671
Platform Wealth Management
Utah
$306K +$314K +1,528 New
KPPF
5672
Klein Pavlis & Peasley Financial
California
$306K +$9.05K +44 +3%
ACM
5673
Armbruster Capital Management
New York
$305K -$167K -812 -35%
SCM
5674
Sheridan Capital Management
California
$305K – – –
ASCM
5675
Adkins Seale Capital Management
Louisiana
$303K +$62.3K +303 +25%
225 226
227
228 229