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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1801
Phillips Financial Management
Indiana
$658K +$76K +435 +15%
MFG
1802
MidWestOne Financial Group
Iowa
$657K -$10.3K -59 -2%
FMII
1803
Farmers & Merchants Investments Inc
Nebraska
$655K -$41.1K -235 -7%
KF
1804
KKM Financial
Illinois
$653K – – –
VPI
1805
Value Partners Investments
Manitoba, Canada
$652K +$576K +3,296 New
MMC
1806
Mizuho Markets Cayman
Cayman Islands
$649K -$2.48M -14,162 -81%
BWP
1807
Bernardo Wealth Planning
Pennsylvania
$648K -$968K -5,538 -63%
CIP
1808
Convergence Investment Partners
Florida
$648K -$93.3K -534 -14%
RH
1809
RFG Holdings
Texas
$647K +$247K +1,411 +76%
WA
1810
WBH Advisory
Maryland
$647K -$19.7K -113 -3%
MA
1811
MCF Advisors
Kentucky
$646K +$7.51K +43 +1%
WIM
1812
Westside Investment Management
California
$645K -$25.3K -145 -4%
BDF
1813
Black Diamond Financial
Maryland
$645K +$81.3K +465 +17%
LAM
1814
Lewis Asset Management
California
$644K +$202K +1,156 +55%
GWWM
1815
Great Waters Wealth Management
Minnesota
$644K +$31.5K +180 +6%
DCM
1816
DGS Capital Management
New Jersey
$642K -$184K -1,051 -24%
FZCM
1817
Flynn Zito Capital Management
New York
$640K +$26.6K +152 +5%
FSA
1818
Financial Security Advisor
Virginia
$640K -$5.77K -33 -1%
RWI
1819
Red Wave Investments
Pennsylvania
$639K – – –
AWM
1820
Avondale Wealth Management
Texas
$637K +$64.7K +370 +13%
MAG
1821
M3 Advisory Group
Massachusetts
$637K +$59.2K +339 +12%
RCM
1822
Raleigh Capital Management
North Carolina
$636K +$89.5K +512 +19%
ME
1823
McIlrath & Eck
Washington
$635K -$48.9K -280 -8%
BWP
1824
BSW Wealth Partners
Colorado
$634K -$64K -366 -10%
RFA
1825
Resurgent Financial Advisors
Georgia
$633K -$361K -2,066 -39%
71 72
73
74 75