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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1776
Bedel Financial Consulting
Indiana
$332K – – –
OIA
1777
Optimum Investment Advisors
Illinois
$331K +$35.4K +300 +15%
MAM
1778
MMA Asset Management
Pennsylvania
$331K – – –
CP
1779
Covenant Partners
Tennessee
$331K +$264K +2,244 New
IP
1780
Ignite Planners
California
$330K -$46K -390 -14%
HHGA
1781
Halbert Hargrove Global Advisors
California
$329K +$21.2K +180 +9%
GA
1782
GFS Advisors
Texas
$329K -$21.4K -182 -8%
BOSSRA
1783
B.O.S.S. Retirement Advisors
Utah
$329K +$263K +2,229 New
EAM
1784
Eagle Asset Management
Florida
$328K +$262K +2,227 New
TW
1785
TritonPoint Wealth
Maryland
$328K +$262K +2,226 New
BSHC
1786
Breed's Hill Capital
Massachusetts
$327K +$262K +2,219 New
GAM
1787
Gemmer Asset Management
California
$327K -$25.9K -220 -9%
NSG
1788
Nalls Sherbakoff Group
Tennessee
$327K +$24.5K +208 +10%
QFA
1789
Quantum Financial Advisors
California
$327K +$236 +2 +0.1%
AWM
1790
Austin Wealth Management
Texas
$326K +$221K +1,875 New
BCM
1791
BluePointe Capital Management
California
$325K +$260K +2,207 New
SAM
1792
Seelaus Asset Management
New Jersey
$325K +$260K +2,207 New
PCS
1793
Personal CFO Solutions
New Jersey
$325K -$61.6K -523 -19%
CSWG
1794
Cardinal Strategic Wealth Guidance
Kentucky
$325K – – –
KA
1795
Kure Advisory
Minnesota
$324K +$10.5K +89 +4%
ACG
1796
Allen Capital Group
Nebraska
$324K +$259K +2,201 New
EL
1797
EWA LLC
Pennsylvania
$324K +$8.25K +70 +4%
NJBEST
1798
New Jersey Better Educational Savings Trust
New Jersey
$324K +$259K +2,200 New
HWA
1799
Heritage Wealth Advisors
Virginia
$324K +$471 +4 +0.2%
WJA
1800
Willis Johnson & Associates
Texas
$323K +$2.83K +24 +1%
70 71
72
73 74