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Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1301
Pinnacle Bancorp
Nebraska
$4.8M -$167K -829 -3%
RDWM
1302
Red Door Wealth Management
Tennessee
$4.78M +$187K +927 +4%
BFW
1303
Brady Family Wealth
Missouri
$4.78M +$4.64M +22,997 New
JAG
1304
Journey Advisory Group
Kentucky
$4.77M +$947K +4,697 +26%
MWA
1305
Meridian Wealth Advisors
Texas
$4.77M +$357K +1,772 +8%
LOPW
1306
Live Oak Private Wealth
North Carolina
$4.76M +$64.7K +321 +1%
MCM
1307
McDonough Capital Management
Florida
$4.75M +$58.9K +292 +1%
MMM
1308
Mendel Money Management
Illinois
$4.75M -$237K -1,173 -5%
BSW
1309
Buckingham Strategic Wealth
Missouri
$4.74M -$722K -3,582 -14%
BZWA
1310
Blue Zone Wealth Advisors
California
$4.74M +$37.3K +185 +0.8%
AC
1311
Asio Capital
Kentucky
$4.74M +$130K +647 +3%
PVH
1312
Psagot Value Holdings
Israel
$4.74M -$988K -4,900 -18%
TAC
1313
Twenty Acre Capital
Pennsylvania
$4.73M -$766K -3,800 -14%
TFA
1314
Teamwork Financial Advisors
Texas
$4.72M -$605K -2,999 -12%
SCM
1315
Spring Capital Management
Texas
$4.7M -$52.8K -262 -1%
ECM
1316
EagleClaw Capital Management
Massachusetts
$4.7M -$30.3K -150 -0.7%
WA1
1317
Wimmer Associates 1
California
$4.69M +$42.1K +209 +0.9%
PWM
1318
Purus Wealth Management
California
$4.68M -$55.1K -273 -1%
MCP
1319
Mirador Capital Partners
California
$4.68M -$16.1K -80 -0.4%
BWM
1320
BerganKDV Wealth Management
Minnesota
$4.67M +$4.07M +20,191 +881%
MGIA
1321
Moneta Group Investment Advisors
Missouri
$4.66M -$148K -735 -4%
FNB
1322
Farmers National Bank
Kentucky
$4.66M -$84.3K -418 -2%
FPCM
1323
Financial Partners Capital Management
New York
$4.65M -$256K -1,268 -5%
PA
1324
Profund Advisors
Maryland
$4.64M -$39.5K -196 -0.9%
S
1325
Seeyond
France
$4.62M +$2.53M +12,541 +129%
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