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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1701
Avondale Wealth Management
Texas
$2.41M +$31.4K +79 +1%
QCIG
1702
Quad-Cities Investment Group
Iowa
$2.41M +$304K +764 +15%
RIA
1703
Regal Investment Advisors
Michigan
$2.41M -$74.4K -187 -3%
YC
1704
Yarbrough Capital
Tennessee
$2.41M +$2.28M +5,721 New
KFS
1705
Kaizen Financial Strategies
California
$2.4M -$189K -475 -8%
WRPWM
1706
Werba Rubin Papier Wealth Management
California
$2.4M +$79.5K +200 +4%
AIM
1707
Aurora Investment Managers
Florida
$2.4M +$2.27M +5,704 New
TWA
1708
TCI Wealth Advisors
Arizona
$2.39M -$132K -331 -6%
CP
1709
Canopy Partners
Ohio
$2.39M +$124K +313 +6%
PAM
1710
Pacific Asset Management
Washington
$2.39M -$99.8K -251 -4%
SNB
1711
Security National Bank
Nebraska
$2.39M +$1.86M +4,683 +472%
PCM
1712
Pennsylvania Capital Management
Pennsylvania
$2.38M -$1.43M -3,591 -39%
SIM
1713
Sims Investment Management
Ohio
$2.38M +$31K +78 +1%
KCIA
1714
Kingsbury Capital Investment Advisors
Illinois
$2.38M -$338K -851 -13%
KWM
1715
KMT Wealth Management
California
$2.38M +$2.25M +5,663 New
B
1716
Bailard
California
$2.38M -$11.1K -28 -0.5%
PFS
1717
Prospect Financial Services
New York
$2.38M +$15.1K +38 +0.7%
GIM
1718
Goelzer Investment Management
Indiana
$2.38M -$138K -347 -6%
MVA
1719
Mount Vernon Associates
Maryland
$2.37M – – –
PNFS
1720
PW Nova Financial Services
Pennsylvania
$2.37M -$97.4K -245 -4%
CRCM
1721
Crystal Rock Capital Management
Illinois
$2.37M – – –
IFPL
1722
Investments & Financial Planning LLC
Kentucky
$2.37M +$20.7K +52 +0.9%
SWM
1723
Shepherd Wealth Management
Ohio
$2.37M -$50.9K -128 -2%
CWA
1724
Clarus Wealth Advisors
Arizona
$2.37M +$213K +535 +10%
WIM
1725
Wiregrass Investment Management
Georgia
$2.37M +$366K +919 +20%
67 68
69
70 71