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Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
1926
Arkfeld Wealth Strategies
Nebraska
$212K +$232K +2,849 New
CAWM
1927
Capital Advisors Wealth Management
Washington
$212K -$3.67K -45 -2%
SCA
1928
Sage Capital Advisors
South Dakota
$212K +$12.7K +156 +6%
BHC
1929
Bowen Hanes & Co
Florida
$212K – – –
TW
1930
Traveka Wealth
California
$211K -$22.2K -273 -9%
SA
1931
Strategic Advisors
New York
$211K -$20.8K -255 -9%
VSQM
1932
V-Square Quantitative Management
Illinois
$211K -$388K -4,759 -64%
WC
1933
Waterloo Capital
Texas
$210K +$26.6K +326 +14%
THWM
1934
Taylor Hoffman Wealth Management
Virginia
$210K – – –
CPRC
1935
Consolidated Portfolio Review Corp
New York
$210K +$220K +2,701 New
OFS
1936
Orrstown Financial Services
Pennsylvania
$209K -$30.2K -371 -12%
SF
1937
Symphony Financial
Texas
$209K -$143K -1,758 -40%
BCM
1938
Boltwood Capital Management
California
$208K -$12.1K -149 -5%
JWA
1939
JFS Wealth Advisors
Pennsylvania
$208K -$5.7K -70 -3%
JFA
1940
JNBA Financial Advisors
Minnesota
$207K – – –
LCM
1941
Liberty Capital Management
Michigan
$207K – – –
LA
1942
LVW Advisors
New York
$206K +$13.5K +166 +7%
GWP
1943
Gen-Wealth Partners
Michigan
$206K +$74.9K +920 +53%
FBFS
1944
First Business Financial Services
Wisconsin
$206K -$15.5K -190 -7%
EFG
1945
Embree Financial Group
Illinois
$205K -$39.6K -486 -16%
KA
1946
Klingman & Associates
New York
$205K -$9.77K -120 -4%
AAIS
1947
ABN AMRO Investment Solutions
$205K -$695K -8,532 -76%
CG
1948
CFO4Life Group
Texas
$204K +$8.47K +104 +4%
DPIM
1949
Duff & Phelps Investment Management
Illinois
$203K -$860K -10,561 -80%
MHR
1950
Matthew Hamilton Rosenberg
$203K -$29.1K -357 -12%
76 77
78
79 80