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Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
801
MN Wealth Advisors
Kansas
$409K +$502K +2,711 New
GKWIM
802
Gerber Kawasaki Wealth & Investment Management
California
$409K -$18.1K -98 -3%
DJSG
803
D.J. St. Germain
Massachusetts
$408K – – –
OA
804
Oasis Advisors
Iowa
$408K +$500K +2,703 New
C
805
Certuity
Florida
$407K +$284K +1,533 +131%
MHIC
806
Marble Harbor Investment Counsel
Massachusetts
$407K +$3.7K +20 +0.7%
SC
807
Sierra Capital
Florida
$403K +$21.1K +114 +4%
HAG
808
HighPoint Advisor Group
Illinois
$401K -$254K -1,374 -34%
QFW
809
QTR Family Wealth
Florida
$395K +$326K +1,763 +153%
CPBTD
810
Central Pacific Bank - Trust Division
Hawaii
$394K -$224K -1,210 -32%
HC
811
Hourglass Capital
Texas
$392K +$481K +2,600 New
ECM
812
Evergreen Capital Management
Washington
$389K +$270K +1,457 +130%
AWM
813
AE Wealth Management
Kansas
$388K +$169K +914 +55%
SWASL
814
Spartan Wealth Advisory Services LLC
Michigan
$385K +$472K +2,550 New
AP
815
Americana Partners
Texas
$384K +$175K +944 +59%
BC
816
Bridgefront Capital
Texas
$384K +$471K +2,544 New
ACM
817
Accent Capital Management
Ohio
$381K -$547K -2,953 -54%
ZBNA
818
Zions Bancorporation, National Association
Utah
$380K +$108K +584 +30%
ACA
819
Aptus Capital Advisors
Alabama
$380K -$349K -1,888 -43%
CLOS
820
Compagnie Lombard Odier SCmA
Switzerland
$377K – – –
AWA
821
Argos Wealth Advisors
California
$370K +$65K +351 +17%
CIM
822
Cambria Investment Management
California
$362K +$444K +2,397 New
AG
823
AIA Group
Hong Kong
$360K – – –
NWM
824
Northwest Wealth Management
Iowa
$357K -$50.7K -274 -10%
TCM
825
Triumph Capital Management
Colorado
$357K +$3.52K +19 +0.8%
31 32
33
34 35