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Name Holding Trade Value Shares
Change 		Change in
Stake
MFWM
1001
Motley Fool Wealth Management
Virginia
$6.31M -$185K -450 -3%
IIA
1002
IPG Investment Advisors
California
$6.29M +$277K +672 +4%
CWA
1003
Clarity Wealth Advisors
California
$6.29M -$146K -355 -2%
VA
1004
Valmark Advisers
Ohio
$6.23M +$304K +738 +5%
WC
1005
Waterloo Capital
Texas
$6.23M -$158K -383 -2%
NPT
1006
National Philanthropic Trust
Pennsylvania
$6.22M -$9.95M -24,155 -59%
WG
1007
Welch Group
Alabama
$6.22M +$5.57M +13,509 +421%
TPA
1008
Trivium Point Advisory
Connecticut
$6.2M -$2.1M -5,090 -23%
NWM
1009
Northwest Wealth Management
Iowa
$6.19M +$1.96M +4,755 +40%
LPT
1010
Legacy Private Trust
Wisconsin
$6.19M -$63K -153 -0.9%
CIC
1011
Carnegie Investment Counsel
Ohio
$6.18M +$159K +387 +2%
HVCM
1012
Hel Ved Capital Management
Hong Kong
$6.18M -$6.12M -14,850 -47%
BOH
1013
Bank of Hawaii
Hawaii
$6.15M -$110K -266 -2%
AF
1014
Advisornet Financial
Minnesota
$6.13M -$221K -537 -3%
LTI
1015
Laffer Tengler Investments
Tennessee
$6.12M +$274K +665 +4%
QFW
1016
QTR Family Wealth
Florida
$6.1M +$219K +532 +3%
ET
1017
Equitable Trust
Tennessee
$6.09M +$234K +569 +4%
PPA
1018
Pacific Point Advisors
California
$6.08M +$9.47K +23 +0.1%
ACM
1019
AlphaStar Capital Management
North Carolina
$6.08M -$1.06M -2,578 -14%
LCM
1020
Legato Capital Management
California
$6.08M +$639K +1,552 +10%
TCWA
1021
Turtle Creek Wealth Advisors
Texas
$6.07M +$814K +1,975 +14%
PA
1022
PFG Advisors
Arizona
$6.05M +$2.92M +7,088 +77%
TWP
1023
Tempus Wealth Planning
California
$6.04M +$241K +585 +4%
DIM
1024
DLK Investment Management
California
$6.03M +$3.3K +8 +0%
TPCW
1025
TD Private Client Wealth
New York
$6M +$297K +722 +5%
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