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Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2676
Winning Points Advisors
Florida
$219K +$7.67K +136 +4%
KFS
2677
Kelly Financial Services
Massachusetts
$219K +$734 +13 +0.3%
SFPG
2678
Stonebridge Financial Planning Group
Florida
$218K -$15.2K -270 -7%
MA
2679
Modus Advisors
Minnesota
$218K -$8.41K -149 -4%
QCI
2680
Quaker Capital Investments
Pennsylvania
$218K – – –
GC
2681
Garde Capital
Washington
$216K +$19.6K +347 +10%
KLI
2682
Kelman-Lazarov Inc
Tennessee
$215K – – –
CCFM
2683
Clear Creek Financial Management
Washington
$214K -$690K -12,230 -77%
TCM
2684
Tuttle Capital Management
Connecticut
$214K -$417K -7,391 -67%
CWM
2685
Cahaba Wealth Management
Georgia
$214K +$208K +3,693 New
KFP
2686
KB Financial Partners
New Jersey
$213K +$207K +3,662 New
CI
2687
Cordant Inc
Oregon
$213K +$207K +3,668 New
FBA
2688
Front Barnett Associates
Illinois
$212K – – –
CCA
2689
Conestoga Capital Advisors
Pennsylvania
$211K -$14.2K -251 -6%
GWAM
2690
Guardian Wealth Advisors (Minnesota)
Minnesota
$211K +$7.28K +129 +4%
CCM
2691
Carderock Capital Management
Maryland
$209K -$1.52M -26,998 -88%
GTCM
2692
Gyon Technologies Capital Management
New Jersey
$209K -$149K -2,634 -42%
IF
2693
Ironwood Financial
Arizona
$208K – – –
CCP
2694
Cassia Capital Partners
North Carolina
$207K +$201K +3,556 New
AP
2695
Adero Partners
California
$207K +$201K +3,557 New
BAM
2696
Bellevue Asset Management
Washington
$206K +$282 +5 +0.1%
HHRDM
2697
H&H Retirement Design & Management
Nevada
$206K +$203K +3,599 New
AAM
2698
Arabesque Asset Management
United Kingdom
$205K -$470K -8,324 -70%
DIA
2699
Davidson Investment Advisors
Montana
$205K -$48K -850 -19%
TLFA
2700
True Link Financial Advisors
California
$205K – – –
106 107
108
109 110