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Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
2401
Woodard & Company Asset Management Group
North Carolina
$227K – – –
WWG
2402
West Wealth Group
California
$227K +$11.1K +700 +4%
WIM
2403
Westside Investment Management
California
$225K +$273K +17,240 +216%
WB
2404
West Bancorporation
Iowa
$225K -$47.1K -2,980 -14%
AFA
2405
American Financial Advisors
Georgia
$225K -$1.74K -110 -0.6%
CHJWM
2406
Carlton Hofferkamp & Jenks Wealth Management
Texas
$225K +$23.6K +1,490 +9%
CWA
2407
Choice Wealth Advisors
Maine
$225K +$292K +18,500 New
HWM
2408
Horizon Wealth Management
Illinois
$224K -$6.05M -382,630 -95%
MAM
2409
McLean Asset Management
Virginia
$224K -$16.3K -1,030 -5%
CWM
2410
Castle Wealth Management
Florida
$224K +$24.5K +1,550 +9%
EWA
2411
Evolution Wealth Advisors
Florida
$223K -$351K -22,210 -55%
CYG
2412
Clean Yield Group
Vermont
$223K – – –
SRC
2413
Shufro Rose & Co
New York
$223K +$6.17K +390 +2%
SLA
2414
Silver Lake Advisory
Utah
$223K +$7.91K +500 +3%
MYIA
2415
Mount Yale Investment Advisors
Colorado
$222K -$187K -11,820 -39%
TFA
2416
Trinity Financial Advisors
Ohio
$222K +$289K +18,270 New
MCM
2417
Marathon Capital Management
Maryland
$221K – – –
HGWM
2418
Horst & Graben Wealth Management
Oregon
$221K +$76.2K +4,820 +36%
AWM
2419
Avondale Wealth Management
Texas
$221K +$94.9K +6,000 +49%
PBO
2420
Peoples Bank (Ohio)
Ohio
$220K -$16.3K -1,030 -5%
BPFA
2421
Barnes Pettey Financial Advisors
Mississippi
$220K +$12.6K +800 +5%
EFSCE
2422
Enterprise Financial Services Corp (EFSC)
Missouri
$219K -$101K -6,370 -26%
SGK
2423
Steigerwald Gordon & Koch
Virginia
$219K -$23.4K -1,480 -8%
MWM
2424
Modera Wealth Management
New Jersey
$219K -$20.1K -1,270 -7%
BCM
2425
Brigade Capital Management
New York
$219K +$285K +18,000 New
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