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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1826
Sugarloaf Wealth Management
Georgia
$935K -$19.4K -383 -2%
MIM
1827
Meixler Investment Management
Arizona
$931K -$596K -11,776 -39%
PFGIA
1828
Patriot Financial Group Insurance Agency
Massachusetts
$924K -$1.06M -21,001 -54%
FIM
1829
Fruth Investment Management
Texas
$924K – – –
RHDIC
1830
R.H. Dinel Investment Counsel
California
$923K – – –
SAM
1831
SignalPoint Asset Management
Missouri
$920K +$26.5K +523 +3%
MCWA
1832
Meadow Creek Wealth Advisors
Georgia
$918K -$94K -1,858 -9%
WB
1833
West Bancorporation
Iowa
$918K -$16.5K -326 -2%
CYG
1834
Clean Yield Group
Vermont
$917K -$14.7K -290 -2%
ML
1835
McAdam LLC
Pennsylvania
$917K -$13.1K -259 -1%
OCM
1836
One Capital Management
California
$916K -$112K -2,210 -11%
PAWC
1837
P.A.W. Capital
Connecticut
$914K – – –
TL
1838
Tradewinds LLC
North Carolina
$913K +$910K +17,999 New
CWP
1839
CFM Wealth Partners
Texas
$912K -$6.12K -121 -0.7%
PIA
1840
Pinion Investment Advisors
Kansas
$912K +$100K +1,984 +12%
SDH
1841
Sloy Dahl & Holst
Washington
$910K – – –
SC
1842
Steph & Co
Wisconsin
$910K +$205K +4,044 +29%
DBIA
1843
Dumont & Blake Investment Advisors
New Jersey
$909K -$90K -1,780 -9%
CFA
1844
CWS Financial Advisors
Michigan
$906K +$10.7K +212 +1%
CA
1845
Carson Advisory
Georgia
$904K +$53.1K +1,050 +6%
OIM
1846
Oder Investment Management
California
$904K +$73.3K +1,449 +9%
CPIG
1847
Chicago Partners Investment Group
Illinois
$903K +$17.5K +345 +2%
MC
1848
Miramar Capital
Illinois
$901K -$8.03M -158,701 -90%
MLA
1849
My Legacy Advisors
Oregon
$901K +$78.1K +1,543 +9%
ROTUOC
1850
Regents of the University of California
California
$900K – – –
72 73
74
75 76