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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBOH
2251
First National Bank of Hutchinson
Kansas
$933K +$301K +1,401 +48%
APIM
2252
Agate Pass Investment Management
Washington
$933K +$925K +4,307 New
TNA
2253
True North Advisors
Texas
$932K +$60.8K +283 +7%
RCG
2254
Resource Consulting Group
Florida
$932K +$923K +4,299 New
OWA
2255
Outlook Wealth Advisors
Texas
$931K -$32.8K -153 -3%
VAM
2256
Vienna Asset Management
California
$931K +$922K +4,293 New
EWA
2257
Evolution Wealth Advisors
Florida
$929K +$371K +1,730 +68%
WE
2258
Wealth Effects
Massachusetts
$927K +$919K +4,279 New
HA
2259
Hamel Associates
New Jersey
$924K -$1.9M -8,867 -68%
RHAM
2260
Round Hill Asset Management
California
$924K -$21.5K -100 -2%
GIM
2261
Groesbeck Investment Management
New Jersey
$922K -$85.9K -400 -9%
PP
2262
PDS Planning
Ohio
$921K +$155K +722 +20%
MPCG
2263
Matrix Private Capital Group
New York
$920K +$8.37K +39 +0.9%
VF
2264
Vista Finance
Missouri
$919K +$911K +4,243 New
CWP
2265
Concord Wealth Partners
Virginia
$917K +$357K +1,661 +65%
EFSCE
2266
Enterprise Financial Services Corp (EFSC)
Missouri
$914K -$92.1K -429 -9%
BCP
2267
Berkeley Capital Partners
Georgia
$914K +$11.8K +55 +1%
LHC
2268
Little House Capital
Massachusetts
$913K -$483K -2,248 -35%
BA
2269
Bluesphere Advisors
Pennsylvania
$913K – – –
WMA
2270
Wealth Management Associates
New Jersey
$912K +$97.2K +453 +12%
HL
2271
HeadInvest LLC
Maine
$911K -$30.1K -140 -3%
AWM
2272
Accurate Wealth Management
Florida
$911K +$48.9K +228 +6%
SAM
2273
Synergy Asset Management
Washington
$910K -$10.5M -49,094 -92%
SFWC
2274
Strategic Family Wealth Counselors
New Jersey
$910K – – –
CBFP
2275
Cedar Brook Financial Partners
Ohio
$908K -$69.1K -322 -7%
89 90
91
92 93