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Name Holding Trade Value Shares
Change 		Change in
Stake
EMG
2076
ETF Managers Group
New Jersey
$546K +$42.9K +739 +9%
SBL
2077
Sargent Bickham Lagudis
Colorado
$545K +$3.31K +57 +0.6%
RSWM
2078
Robertson Stephens Wealth Management
California
$545K +$165K +2,836 +45%
BFC
2079
Blue Fin Capital
Rhode Island
$544K -$2.09K -36 -0.4%
RHDIC
2080
R.H. Dinel Investment Counsel
California
$541K -$98.5K -1,695 -15%
WDL
2081
Well Done LLC
Michigan
$541K +$59.3K +1,020 +13%
CAM
2082
Concorde Asset Management
Michigan
$541K +$149K +2,556 +39%
NAS
2083
Nicolet Advisory Services
Wisconsin
$540K -$288K -4,951 -35%
WB
2084
West Bancorporation
Iowa
$540K – – –
SAM
2085
Security Asset Management
New York
$539K -$191K -3,287 -27%
GBBWRPM
2086
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$539K -$144K -2,476 -21%
PIA
2087
Perennial Investment Advisors
California
$538K -$151K -2,596 -22%
PWAG
2088
Polaris Wealth Advisory Group
California
$537K -$92.5K -1,592 -15%
RC
2089
Reik & Co
New York
$537K – – –
OWA
2090
Outlook Wealth Advisors
Texas
$535K +$41.8K +719 +9%
CWM
2091
Confluence Wealth Management
Oregon
$532K -$102K -1,758 -17%
SIS
2092
Sound Income Strategies
Florida
$531K -$65.1K -1,120 -11%
SWRP
2093
Summit Wealth & Retirement Planning
California
$530K -$89.9K -1,547 -15%
WCM
2094
WealthBridge Capital Management
Ohio
$530K -$6.86K -118 -1%
HCA
2095
Harbour Capital Advisors
Virginia
$527K -$29.1K -500 -5%
MA
2096
MONECO Advisors
Connecticut
$527K +$44.4K +764 +9%
PCTC
2097
Perkins Coie Trust Company
Washington
$526K -$53.2K -916 -9%
GPWA
2098
Great Point Wealth Advisors
Massachusetts
$526K – – –
HIS
2099
Horizon Investment Services
Indiana
$526K +$25.4K +437 +5%
WG
2100
Watchman Group
Texas
$525K +$30.4K +524 +6%
82 83
84
85 86