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Name Holding Trade Value Shares
Change 		Change in
Stake
IAM
2351
Impact Asset Management
$558K – – –
VAG
2352
VisionPoint Advisory Group
Texas
$558K +$632K +1,896 +738%
HI
2353
Hoey Investments
Pennsylvania
$557K +$407K +1,220 +131%
DSAM
2354
Dock Street Asset Management
Florida
$557K +$476K +1,427 +198%
IPW
2355
Invictus Private Wealth
Colorado
$556K -$53.3K -160 -7%
PP
2356
Patron Partners
Texas
$553K -$291K -872 -29%
BMCM
2357
Burns Matteson Capital Management
New York
$552K +$169K +506 +31%
RCP
2358
Rothschild Capital Partners
New York
$552K -$360K -1,080 -34%
KCPG
2359
Kavar Capital Partners Group
Kansas
$551K -$267K -801 -27%
AF
2360
Affiance Financial
Minnesota
$551K -$252K -756 -26%
YIA
2361
YHB Investment Advisors
Connecticut
$551K -$122K -366 -15%
DAC
2362
Dividend Assets Capital
South Carolina
$551K – – –
HIP
2363
Harrell Investment Partners
Texas
$551K +$460K +1,380 +185%
BCG
2364
Bravias Capital Group
New Jersey
$550K +$395K +1,186 +127%
JFGIW
2365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$549K -$299K -898 -30%
MWA
2366
Muirfield Wealth Advisors
North Carolina
$549K +$14.3K +43 +2%
SWA
2367
SOA Wealth Advisors
New York
$548K +$2.81M +8,427 +389%
HZ
2368
Hixon Zuercher
Ohio
$547K +$2.33K +7 +0.3%
ASBI
2369
American State Bank (Iowa)
Iowa
$546K +$24K +72 +4%
KW
2370
KWB Wealth
California
$544K – – –
ISWM
2371
Independent Solutions Wealth Management
New York
$544K +$40K +120 +6%
LSA
2372
Lion Street Advisors
Texas
$543K -$344K -1,031 -33%
MFWP
2373
Mosaic Family Wealth Partners
Missouri
$543K -$54.7K -164 -7%
PWM
2374
Prentice Wealth Management
New York
$542K -$69.3K -208 -9%
ACM
2375
Ascent Capital Management
Oregon
$542K -$3.33K -10 -0.5%
93 94
95
96 97