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Name Holding Trade Value Shares
Change 		Change in
Stake
CPWA
3076
Cerro Pacific Wealth Advisors
California
$533K – – –
PWA
3077
Physician Wealth Advisors
Utah
$532K -$51.4K -190 -9%
BIP
3078
Blue Investment Partners
California
$532K – – –
EA
3079
Emerald Advisors
Washington
$532K +$14.6K +54 +3%
DWA
3080
Dougherty Wealth Advisers
Minnesota
$530K – – –
JJBC
3081
James J. Burns & Company
New York
$530K +$30K +111 +6%
WAM
3082
Worth Asset Management
Texas
$529K +$111K +412 +27%
MAG
3083
M3 Advisory Group
Massachusetts
$528K +$47K +174 +10%
GAM
3084
Garrison Asset Management
Arkansas
$528K +$13.2K +49 +3%
MCM
3085
Monarch Capital Management
Indiana
$525K -$5.68K -21 -1%
RIP
3086
RAM Investment Partners
Washington
$524K +$17.3K +64 +3%
NIC
3087
Northwest Investment Counselors
Oregon
$523K +$8.11K +30 +2%
CFD
3088
Creative Financial Designs
Indiana
$521K -$54.1K -200 -10%
PTC
3089
Petrus Trust Company
Texas
$520K +$512K +1,893 New
GIM
3090
Guardian Investment Management
California
$518K -$6.19M -22,900 -66%
ODIJL
3091
One Day In July LLC
Vermont
$516K +$152K +561 +43%
HFP
3092
Holistic Financial Partners
Indiana
$516K +$12.4K +46 +3%
LCM
3093
LVM Capital Management
Michigan
$516K – – –
HI
3094
Hudock Inc
Pennsylvania
$516K -$1.35K -5 -0.3%
SAM
3095
Smithbridge Asset Management
Pennsylvania
$513K +$811 +3 +0.2%
BPFA
3096
Barnes Pettey Financial Advisors
Mississippi
$512K +$45.1K +167 +10%
GPW
3097
Gentry Private Wealth
Kansas
$512K +$541 +2 +0.1%
MA
3098
MKT Advisors
California
$510K +$13.8K +51 +3%
CCA
3099
Catalyst Capital Advisors
New York
$510K -$3.1M -11,475 -86%
JWM
3100
Jeppson Wealth Management
California
$509K -$541 -2 -0.1%
122 123
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