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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1226
Cape Investment Advisory
Georgia
$48K +$46.5K +300 New
BW
1227
Basepoint Wealth
Iowa
$47.7K +$155 +1 +0.3%
SAM
1228
Sherman Asset Management
California
$47K -$30.2K -195 -40%
PWAM
1229
Private Wealth Asset Management
Iowa
$46.8K – – –
CJ
1230
Caitlin John
Michigan
$46.7K +$155 +1 +0.3%
C
1231
Covestor
United Kingdom
$46K -$2.94K -19 -6%
SIC
1232
SJS Investment Consulting
Ohio
$45.9K +$18.1K +117 +69%
AAG
1233
Armstrong Advisory Group
Massachusetts
$45.6K – – –
AA
1234
Addison Advisors
Vermont
$45.4K -$229K -1,480 -84%
TWD
1235
True Wealth Design
Ohio
$44.4K +$16.4K +106 +62%
KB
1236
Kimelman & Baird
New York
$44.1K – – –
NECFA
1237
New England Capital Financial Advisors
Connecticut
$43.9K +$155 +1 +0.4%
SGK
1238
Steigerwald Gordon & Koch
Virginia
$43.8K – – –
HIC
1239
Hamrick Investment Counsel
Washington
$42K +$155 +1 +0.4%
BHWM
1240
Beaird Harris Wealth Management
Texas
$41.8K – – –
JFA
1241
JNBA Financial Advisors
Minnesota
$40.3K -$1.24K -8 -3%
GKIM
1242
GW&K Investment Management
Massachusetts
$40K +$9.91K +64 +34%
GPFA
1243
Game Plan Financial Advisors
Ohio
$40K – – –
PCA
1244
Providence Capital Advisors
North Carolina
$40K +$38.7K +250 New
HHGA
1245
Halbert Hargrove Global Advisors
California
$39.4K +$155 +1 +0.4%
FMP
1246
Financial Management Professionals
Texas
$39.3K +$24.8K +160 +186%
NL
1247
NVWM LLC
Pennsylvania
$39K – – –
UFF
1248
USA Financial Formulas
Michigan
$39K +$37.2K +240 +6,000%
FGC
1249
Financial Gravity Companies
Texas
$38.4K +$37.2K +240 New
HWM
1250
HighMark Wealth Management
Minnesota
$38.3K – – –
48 49
50
51 52