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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1701
Kozak & Associates
Colorado
$23M -$2.87M -13,956 -11%
NAM
1702
Nutshell Asset Management
United Kingdom
$22.9M +$1.1M +5,363 +5%
SCM
1703
Steele Capital Management
Iowa
$22.9M -$344K -1,671 -1%
DLCIG
1704
D.L. Carlson Investment Group
New Hampshire
$22.9M +$145K +706 +0.6%
SFG
1705
Stonebridge Financial Group
California
$22.9M +$23.5M +114,370 New
GBT
1706
Grove Bank & Trust
Florida
$22.9M +$438K +2,130 +2%
RZH
1707
Relyea Zuckerberg Hanson
Connecticut
$22.8M -$678K -3,296 -3%
HA
1708
Herold Advisors
New York
$22.8M +$58.8K +286 +0.3%
PR
1709
Payden & Rygel
California
$22.8M +$8.22M +40,000 +54%
HH
1710
Hilltop Holdings
Texas
$22.8M +$2.74M +13,348 +13%
AFT
1711
Alpha Family Trust
California
$22.8M – – –
UCMOK
1712
United Capital Management of KS
Kansas
$22.7M -$503K -2,446 -2%
IP
1713
Ignite Planners
California
$22.7M +$824K +4,008 +4%
GSIAS
1714
Garden State Investment Advisory Services
New Jersey
$22.7M +$2.16M +10,498 +10%
NCGI
1715
Next Century Growth Investors
Minnesota
$22.6M -$7.4K -36 -0%
VWA
1716
Visionary Wealth Advisors
Illinois
$22.6M +$683K +3,322 +3%
PWPS
1717
Pinnacle Wealth Planning Services
Ohio
$22.6M -$1.59M -7,757 -6%
SGDR
1718
SPX Gestao de Recursos
Brazil
$22.6M -$30.9M -150,461 -57%
CF
1719
Convergence Financial
Missouri
$22.5M +$11.2M +54,480 +94%
RMA
1720
Roffman Miller Associates
Pennsylvania
$22.5M +$771K +3,748 +3%
VFG
1721
Victory Financial Group
Texas
$22.5M +$995K +4,840 +5%
CCWA
1722
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$22.5M +$8.89M +43,237 +63%
RWA
1723
Redhawk Wealth Advisors
Minnesota
$22.4M +$782K +3,801 +4%
CCFM
1724
Clear Creek Financial Management
Washington
$22.4M -$1.04M -5,044 -4%
BCA
1725
Bay Colony Advisors
Massachusetts
$22.4M +$700K +3,404 +3%
67 68
69
70 71