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Name Holding Trade Value Shares
Change 		Change in
Stake
JGCM
3501
Joseph Group Capital Management
Ohio
$5M +$474K +2,047 +10%
CFA
3502
Camarda Financial Advisors
Florida
$4.99M -$61.2K -264 -1%
CS
3503
Crescent Sterling
Louisiana
$4.99M -$271K -1,171 -5%
FFC
3504
Frederick Financial Consultants
Maryland
$4.99M +$673K +2,904 +15%
DAC
3505
Dividend Assets Capital
South Carolina
$4.99M +$314K +1,356 +6%
FMP
3506
Financial Management Professionals
Texas
$4.98M -$67.2K -290 -1%
CFS
3507
Commonwealth Financial Services
West Virginia
$4.97M +$304K +1,314 +6%
CWM
3508
Challenger Wealth Management
California
$4.97M -$29.4K -127 -0.6%
DR
3509
Davis Rea
Ontario, Canada
$4.95M +$5.16M +22,281 New
FI
3510
Finivi Inc
Massachusetts
$4.94M +$133K +575 +3%
FW
3511
FullCircle Wealth
Texas
$4.94M -$561K -2,422 -9%
DA
3512
Drake & Associates
Wisconsin
$4.94M +$1.8M +7,767 +54%
BCM
3513
Birmingham Capital Management
Alabama
$4.94M -$422K -1,820 -8%
BI
3514
Bolthouse Investments
California
$4.93M +$4.4K +19 +0.1%
AIC
3515
Argus Investors Counsel
New York
$4.93M -$343K -1,482 -6%
EWS
3516
Evergreen Wealth Solutions
Pennsylvania
$4.93M +$363K +1,565 +8%
BFA
3517
Brown Financial Advisors
Ohio
$4.93M +$808K +3,486 +19%
PWA
3518
Primoris Wealth Advisors
Florida
$4.91M +$39.6K +171 +0.8%
LC
3519
Legacy CG
Texas
$4.91M +$92.7K +400 +2%
FC
3520
Fairscale Capital
New Hampshire
$4.9M -$43.6K -188 -0.8%
TCM
3521
Tandem Capital Management
New Jersey
$4.9M -$740K -3,196 -13%
TFA
3522
Tobias Financial Advisors
Florida
$4.89M +$151K +653 +3%
CWA
3523
CJM Wealth Advisers
Virginia
$4.89M -$395K -1,707 -7%
BIA
3524
Barry Investment Advisors
Massachusetts
$4.89M -$1.63M -7,024 -24%
CAG
3525
Centerpoint Advisory Group
Kansas
$4.89M -$475K -2,049 -9%
139 140
141
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