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Name Holding Trade Value Shares
Change 		Change in
Stake
PEA
3401
Pacific Edge Advisors
California
$1.27M +$149K +1,012 +13%
PA
3402
Paragon Advisors
Texas
$1.27M +$124K +839 +10%
FSG
3403
Financial Strategies Group
Michigan
$1.27M +$29.9K +203 +2%
CWAF
3404
Core Wealth Advisors (Florida)
Florida
$1.27M -$3.24K -22 -0.2%
OFG
3405
Omega Financial Group
California
$1.27M -$9.13K -62 -0.7%
AWM
3406
Avondale Wealth Management
Texas
$1.26M – – –
WI
3407
Wedgewood Investors
Pennsylvania
$1.26M – – –
CMA
3408
Cedar Mountain Advisors
Oregon
$1.26M +$300K +2,039 +30%
OLA
3409
Oliver Luxxe Assets
New Jersey
$1.26M -$62.6K -425 -5%
SCA
3410
Sippican Capital Advisors
Massachusetts
$1.26M -$8.83K -60 -0.7%
SPIO
3411
Seven Post Investment Office
California
$1.26M +$294 +2 +0%
EGM
3412
Engineers Gate Manager
New York
$1.25M +$1.3M +8,850 New
BFG
3413
Baron Financial Group
New Jersey
$1.25M +$147 +1 +0%
ACA
3414
Ascension Capital Advisors
Texas
$1.24M -$44.2K -300 -3%
MWC
3415
MBM Wealth Consultants
Missouri
$1.24M +$90.1K +612 +8%
BWM
3416
Biltmore Wealth Management
Arizona
$1.23M -$39.2K -266 -3%
DCM
3417
Davidson Capital Management
Texas
$1.22M -$165K -1,119 -11%
LAM
3418
LifePro Asset Management
California
$1.21M +$58.7K +399 +5%
RFO
3419
RiverGlades Family Offices
Florida
$1.21M – – –
1CP
3420
17 Capital Partners
Arizona
$1.2M -$31.7K -215 -2%
AC
3421
AWM Capital
Arizona
$1.19M +$1.11M +7,547 New
ADMI
3422
Albert D. Mason Inc
Massachusetts
$1.19M +$2.21K +15 +0.2%
EWG
3423
Executive Wealth Group
Washington
$1.17M +$1.47K +10 +0.1%
SCM
3424
Salem Capital Management
Massachusetts
$1.17M – – –
PWM
3425
Prentice Wealth Management
New York
$1.17M +$232K +1,577 +24%
135 136
137
138 139