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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMO
1876
Heritage Wealth Management (Ohio)
Ohio
$18.7M +$15.4M +82,651 New
AIA
1877
AIMZ Investment Advisors
California
$18.7M -$434K -2,329 -3%
GAM
1878
Grandview Asset Management
Pennsylvania
$18.6M -$281K -1,506 -2%
LWA
1879
Lineweaver Wealth Advisors
Ohio
$18.6M +$145K +775 +0.9%
MCCP
1880
Mission Creek Capital Partners
California
$18.6M +$1.05M +5,622 +7%
GWANC
1881
Guardian Wealth Advisors (North Carolina)
North Carolina
$18.6M +$315K +1,691 +2%
HC
1882
Hendley & Co
Ohio
$18.5M -$336K -1,800 -2%
RAS
1883
RPS Advisory Solutions
Kentucky
$18.5M +$16.4M +87,835 New
IP
1884
Ignite Planners
California
$18.4M +$29.3K +157 +0.2%
SIS
1885
Sound Income Strategies
Florida
$18.4M +$1.84M +9,886 +13%
WEG
1886
World Equity Group
Illinois
$18.4M -$16.7M -89,563 -51%
LTI
1887
Laffer Tengler Investments
Tennessee
$18.4M +$5.35M +28,673 +49%
QWM
1888
Quadcap Wealth Management
Texas
$18.4M +$1.83M +9,789 +13%
ACG
1889
Allen Capital Group
Nebraska
$18.3M +$402K +2,157 +3%
SIC
1890
SFE Investment Counsel
California
$18.3M +$201K +1,078 +1%
MFA
1891
Mayflower Financial Advisors
Massachusetts
$18.2M -$1.02M -5,467 -6%
AIM
1892
Avanda Investment Management
Singapore
$18.2M -$1.52M -8,131 -9%
TPA
1893
Trivium Point Advisory
Connecticut
$18.2M +$1.78M +9,534 +12%
GPI
1894
General Partner Inc
Pennsylvania
$18.2M -$120K -642 -0.7%
FFG
1895
Frisch Financial Group
New York
$18.2M +$282K +1,511 +2%
CI
1896
Carroll Investors
South Carolina
$18.2M +$49.6K +266 +0.3%
SIA
1897
Strategic Investment Advisors
Michigan
$18.2M +$435K +2,330 +3%
BBNA
1898
Bremer Bank National Association
Minnesota
$18.1M -$1.92M -10,307 -11%
BCG
1899
Breakwater Capital Group
New Jersey
$18.1M +$1.67M +8,942 +12%
MCM
1900
Mattern Capital Management
Colorado
$18.1M -$211K -1,133 -1%
74 75
76
77 78