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Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
2501
One Wealth Management Investment & Advisory Services
Florida
$13.8M -$253K -884 -2%
NA
2502
Navellier & Associates
Nevada
$13.8M +$335K +1,170 +3%
BIM
2503
Brentview Investment Management
Illinois
$13.8M +$328K +1,148 +2%
GWM
2504
Glass Wealth Management
Texas
$13.8M +$920K +3,218 +7%
AIA
2505
Allied Investment Advisors
Montana
$13.8M -$173K -605 -1%
SWM
2506
Scissortail Wealth Management
Oklahoma
$13.8M -$1.76M -6,166 -11%
TSS
2507
Thomas Story & Son
Indiana
$13.7M +$9.44K +33 +0.1%
APIM
2508
Agate Pass Investment Management
Washington
$13.7M -$1.01M -3,546 -7%
PCM
2509
Poehling Capital Management
Wisconsin
$13.7M +$62.9K +220 +0.5%
PWA
2510
Providence Wealth Advisors
Illinois
$13.6M -$56.1K -196 -0.4%
FFP
2511
Freedom Financial Partners
Minnesota
$13.6M -$2.62M -9,153 -16%
GPI
2512
General Partner Inc
Pennsylvania
$13.6M -$2.96M -10,350 -18%
SIS
2513
Strategic Investment Solutions
Illinois
$13.6M -$855K -2,988 -6%
LOAME
2514
Lombard Odier Asset Management (Europe)
United Kingdom
$13.6M +$435K +1,522 +3%
WAAG
2515
Wealth Alliance Advisory Group
Kansas
$13.6M +$116K +406 +0.9%
RW
2516
Rede Wealth
Virginia
$13.6M -$30.9K -108 -0.2%
JFGLC
2517
Johnson Financial Group LLC (Colorado)
Colorado
$13.6M +$1.91M +6,686 +17%
SIG
2518
Spinnaker Investment Group
California
$13.6M +$1.3M +4,561 +11%
WLPWM
2519
Walled Lake Planning & Wealth Management
Illinois
$13.6M +$485K +1,694 +4%
SFS
2520
Searcy Financial Services
Kansas
$13.6M -$266K -929 -2%
LWP
2521
LeClair Wealth Partners
Ohio
$13.6M +$11.8M +41,201 +722%
UHC
2522
Union Heritage Capital
Michigan
$13.6M – – –
PMG
2523
Private Management Group
California
$13.6M +$177K +620 +1%
EIA
2524
Eastover Investment Advisors
North Carolina
$13.5M -$689K -2,409 -5%
MFGM
2525
Marshall Financial Group (Maryland)
Maryland
$13.5M -$61.8K -216 -0.5%
99 100
101
102 103