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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
1876
Cerro Pacific Wealth Advisors
California
$16.1M -$902K -5,175 -6%
VWM
1877
VCI Wealth Management
Missouri
$16.1M +$1.13M +6,507 +8%
CMI
1878
Clare Market Investments
Texas
$16.1M +$672K +3,854 +5%
DFA
1879
Delta Financial Advisors
Louisiana
$16M -$217K -1,243 -1%
CAL
1880
Capital Analysts LLC
Pennsylvania
$16M +$4.01K +23 +0%
ISB
1881
Iowa State Bank
Iowa
$16M -$324K -1,860 -2%
PAWA
1882
Palo Alto Wealth Advisors
California
$16M -$2.68M -15,389 -16%
RFMS
1883
RWQ Financial Management Services
Florida
$16M -$5.73M -32,884 -28%
TWP
1884
Tyche Wealth Partners
Texas
$16M +$656K +3,765 +5%
BFA
1885
Blueprint Financial Advisors
North Carolina
$16M +$11.1M +63,530 +289%
FWM
1886
Finer Wealth Management
Massachusetts
$15.9M -$50.9K -292 -0.3%
LS
1887
Leelyn Smith
Illinois
$15.9M -$770K -4,415 -5%
VFG
1888
Victory Financial Group
Texas
$15.9M +$1.56M +8,955 +12%
FG
1889
Fiduciary Group
Georgia
$15.9M +$168K +965 +1%
DCM
1890
Donaldson Capital Management
Indiana
$15.9M +$969K +5,561 +7%
MWM
1891
MinichMacGregor Wealth Management
New York
$15.9M +$356K +2,041 +2%
PAI
1892
Pittenger & Anderson Inc
Nebraska
$15.8M +$324K +1,856 +2%
TAP
1893
Tounjian Advisory Partners
Florida
$15.8M -$15.7M -90,104 -52%
ACGDR
1894
Atmos Capital Gestao de Recursos
Brazil
$15.8M +$14.7M +84,565 New
BWM
1895
BigSur Wealth Management
Florida
$15.7M -$1.04M -5,961 -7%
OIA
1896
Optimum Investment Advisors
Illinois
$15.6M -$523K -3,000 -3%
HWM
1897
Hohimer Wealth Management
Washington
$15.6M -$2.66M -15,282 -15%
AAIM
1898
Asset Advisors Investment Management
Georgia
$15.6M +$708K +4,063 +5%
MFG
1899
Menard Financial Group
Texas
$15.6M -$2.48M -14,227 -15%
RMA
1900
Roffman Miller Associates
Pennsylvania
$15.6M +$14.5M +83,414 New
74 75
76
77 78