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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%
OMIC
2403
Old Mission Investment Co
Michigan
$227K +$13.9K +880 +5%
WIM
2404
Westside Investment Management
California
$225K +$273K +17,240 +216%
WB
2405
West Bancorporation
Iowa
$225K -$47.1K -2,980 -14%
AFA
2406
American Financial Advisors
Georgia
$225K -$1.74K -110 -0.6%
CHJWM
2407
Carlton Hofferkamp & Jenks Wealth Management
Texas
$225K +$23.6K +1,490 +9%
CWA
2408
Choice Wealth Advisors
Maine
$225K +$292K +18,500 New
HWM
2409
Horizon Wealth Management
Illinois
$224K -$6.05M -382,630 -95%
MAM
2410
McLean Asset Management
Virginia
$224K -$16.3K -1,030 -5%
CWM
2411
Castle Wealth Management
Florida
$224K +$24.5K +1,550 +9%
EWA
2412
Evolution Wealth Advisors
Florida
$223K -$351K -22,210 -55%
CYG
2413
Clean Yield Group
Vermont
$223K – – –
SRC
2414
Shufro Rose & Co
New York
$223K +$6.17K +390 +2%
SLA
2415
Silver Lake Advisory
Utah
$223K +$7.91K +500 +3%
Mount Yale Investment Advisors
2416
Mount Yale Investment Advisors
Colorado
$222K -$187K -11,820 -39%
TFA
2417
Trinity Financial Advisors
Ohio
$222K +$289K +18,270 New
MCM
2418
Marathon Capital Management
Maryland
$221K – – –
HGWM
2419
Horst & Graben Wealth Management
Oregon
$221K +$76.2K +4,820 +36%
AWM
2420
Avondale Wealth Management
Texas
$221K +$94.9K +6,000 +49%
PBO
2421
Peoples Bank (Ohio)
Ohio
$220K -$16.3K -1,030 -5%
BPFA
2422
Barnes Pettey Financial Advisors
Mississippi
$220K +$12.6K +800 +5%
EFSCE
2423
Enterprise Financial Services Corp (EFSC)
Missouri
$219K -$101K -6,370 -26%
SGK
2424
Steigerwald Gordon & Koch
Virginia
$219K -$23.4K -1,480 -8%
Modera Wealth Management
2425
Modera Wealth Management
New Jersey
$219K -$20.1K -1,270 -7%