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Name Holding Trade Value Shares
Change 		Change in
Stake
WFM
1426
Wolff Financial Management
Michigan
$1.17M +$129K +3,204 +13%
TWM
1427
Tradition Wealth Management
Minnesota
$1.16M +$31.4K +778 +3%
SFG
1428
SNS Financial Group
Minnesota
$1.16M +$39.9K +990 +4%
SI
1429
SimpliFi Inc
California
$1.15M +$22.5K +559 +2%
MNBTD
1430
Moody National Bank Trust Division
Texas
$1.15M -$4.43K -110 -0.4%
PPW
1431
Parcion Private Wealth
Washington
$1.15M +$75.4K +1,871 +7%
CCM
1432
Chilton Capital Management
Texas
$1.15M +$33.5K +832 +3%
OC
1433
Oarsman Capital
Wisconsin
$1.15M -$64.6K -1,604 -5%
CA
1434
Continuum Advisory
Idaho
$1.14M -$19.9K -495 -2%
FW
1435
FullCircle Wealth
Texas
$1.14M +$1.16M +28,724 New
TSW
1436
Thompson Siegel & Walmsley
Virginia
$1.14M -$22.8K -565 -2%
CCA
1437
Checchi Capital Advisers
California
$1.14M -$27.2K -674 -2%
CC
1438
Chicago Capital
Illinois
$1.14M +$1.09K +27 +0.1%
NSIM
1439
North Star Investment Management
Illinois
$1.13M -$59.2K -1,469 -5%
DCM
1440
Dudley Capital Management
Virginia
$1.12M -$17.1K -425 -2%
ST
1441
Spinnaker Trust
Maine
$1.12M +$11.6K +288 +1%
MA
1442
MONECO Advisors
Connecticut
$1.12M +$33.8K +839 +3%
RL
1443
Rogco LP
Oklahoma
$1.11M +$164K +4,066 +18%
IPW
1444
Impact Partnership Wealth
Georgia
$1.11M +$205K +5,079 +23%
WPC
1445
Wedmont Private Capital
Pennsylvania
$1.1M +$274K +6,797 +34%
AB
1446
Atlas Brown
Kentucky
$1.1M -$255K -6,328 -19%
MCM
1447
Mork Capital Management
California
$1.1M – – –
LC
1448
Lindbrook Capital
California
$1.1M -$127K -3,160 -11%
FIM
1449
Freedom Investment Management
Connecticut
$1.1M +$120K +2,989 +13%
MC
1450
Martin & Co
Tennessee
$1.1M -$79.8K -1,980 -7%
56 57
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