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Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1801
Avantax Planning Partners
Iowa
$17.5M +$5.56M +31,921 +51%
FBFS
1802
First Business Financial Services
Wisconsin
$17.5M -$1.4M -8,059 -8%
SIA
1803
Strategic Investment Advisors
Michigan
$17.4M -$1.65M -9,490 -9%
CAMV
1804
Concord Asset Management (Virginia)
Virginia
$17.4M -$19.7M -113,212 -55%
MWA
1805
Monograph Wealth Advisors
California
$17.4M -$6.55M -37,600 -29%
OCM
1806
Orser Capital Management
Texas
$17.4M -$282K -1,620 -2%
WPW
1807
Watershed Private Wealth
Illinois
$17.3M +$6.8M +38,995 +72%
SWR
1808
Spahn Wealth & Retirement
Arizona
$17.3M -$570K -3,269 -3%
HCP
1809
Hamilton Capital Partners
Georgia
$17.3M -$6.74M -38,679 -29%
FIC
1810
FCG Investment Company
Tennessee
$17.3M +$1.01M +5,816 +7%
KM
1811
KP Management
Minnesota
$17.3M – – –
BWA
1812
Blodgett Wealth Advisors
California
$17.3M -$600K -3,445 -4%
COI
1813
Connable Office Inc
Michigan
$17.3M +$67.3K +386 +0.4%
SH
1814
SeaTown Holdings
Singapore
$17.3M +$1.22M +7,000 +8%
KAS
1815
Kemnay Advisory Services
New York
$17.2M -$3.45M -19,781 -18%
TW
1816
TritonPoint Wealth
Maryland
$17.2M -$51.6K -296 -0.3%
SA
1817
Strategic Advocates
Utah
$17.2M +$402K +2,309 +3%
RSWM
1818
Robertson Stephens Wealth Management
California
$17.2M -$726K -4,163 -4%
RCM
1819
Ratan Capital Management
Florida
$17.2M – – –
PFGIA
1820
Patriot Financial Group Insurance Agency
Massachusetts
$17.2M -$1.27M -7,289 -7%
SEIA
1821
Signature Estate & Investment Advisors
California
$17.1M -$635K -3,645 -4%
ITFISA
1822
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$17.1M -$648K -3,718 -4%
TLP
1823
Trinity Legacy Partners
Texas
$17M -$1.39M -7,996 -9%
SAM
1824
SP Asset Management
California
$17M +$425K +2,441 +3%
DWA
1825
Dorsey Wright & Associates
California
$17M +$466K +2,673 +3%
71 72
73
74 75