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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1701
Marquette Asset Management
Minnesota
$133K -$8.09K -100 -5%
CFG
1702
CKW Financial Group
Hawaii
$130K – – –
SSWG
1703
Seven Springs Wealth Group
Tennessee
$129K +$159K +1,966 New
MF
1704
Manchester Financial
California
$123K -$17.8K -220 -10%
WIM
1705
Westside Investment Management
California
$123K +$1.22M +15,115 New
RWM
1706
Raffa Wealth Management
District of Columbia
$121K -$200K -2,467 -57%
BL
1707
Balentine LLC
Georgia
$118K -$82.9K -1,025 -36%
VCM
1708
Versant Capital Management
Arizona
$117K +$32.8K +405 +29%
CI
1709
CX Institutional
Indiana
$115K -$4.45K -55 -3%
CAL
1710
Capital Analysts LLC
Pennsylvania
$112K +$61.9K +765 +82%
TL
1711
TrueWealth LLC
Georgia
$107K +$2.18K +27 +2%
LWS
1712
Lucia Wealth Services
California
$106K – – –
RCA
1713
Ranch Capital Advisors
Florida
$103K -$175K -2,166 -58%
CH
1714
Canton Hathaway
Rhode Island
$99K -$169K -2,090 -58%
CAN
1715
Claraphi Advisory Network
United States
$96K -$340K -4,202 -74%
PAM
1716
Paradigm Asset Management
New York
$95.3K – – –
O
1717
Ossiam
France
$94K -$248K -3,065 -68%
WEC
1718
Winslow Evans & Crocker
Massachusetts
$94K +$23K +284 +26%
CFD
1719
Creative Financial Designs
Indiana
$91K +$77.9K +963 +228%
PFBT
1720
Parkside Financial Bank & Trust
Missouri
$90K -$4.21K -52 -4%
PGAM
1721
Princeton Global Asset Management
New Jersey
$90K – – –
SCM
1722
Silvant Capital Management
Georgia
$88K – – –
CHC
1723
City Holding Co
West Virginia
$87K +$33.6K +415 +46%
CS
1724
Capital Square
Tennessee
$87K +$107K +1,327 New
EWM
1725
EPG Wealth Management
Georgia
$84K -$26.4K -327 -20%
67 68
69
70 71