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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1801
SignalPoint Asset Management
Missouri
$323K +$258K +2,192 New
FIB
1802
First Interstate Bank
Montana
$323K – – –
T
1803
TCWP
Ohio
$323K -$701K -5,951 -73%
SPWM
1804
Spartan Planning & Wealth Management
North Carolina
$322K +$227K +1,922 +736%
FFA
1805
Fi3 Financial Advisors
Indiana
$321K +$8.49K +72 +3%
WA
1806
Wealth Architects
California
$321K +$256K +2,176 New
PHS
1807
Pekin Hardy Strauss
Illinois
$320K +$1.77K +15 +0.7%
SRC
1808
Sage Rhino Capital
California
$318K +$118 +1 +0%
FP
1809
Financial Perspectives
Minnesota
$318K +$4.13K +35 +2%
BWL
1810
Bogart Wealth LLC
Virginia
$318K +$43K +365 +20%
FWM
1811
FFT Wealth Management
Pennsylvania
$316K +$10.4K +88 +4%
HA
1812
Herold Advisors
New York
$316K +$252K +2,142 New
DOA
1813
D'Orazio & Associates
Virginia
$315K +$252K +2,140 New
HAM
1814
Harmony Asset Management
Arizona
$315K +$252K +2,138 New
SBF
1815
Sara-Bay Financial
Florida
$315K +$252K +2,134 New
CCG
1816
Capital CS Group
California
$314K +$251K +2,130 New
FOA
1817
Five Oceans Advisors
California
$313K +$3.06K +26 +1%
NAS
1818
NWF Advisory Services
California
$312K +$250K +2,119 New
CFO
1819
Collective Family Office
Pennsylvania
$311K -$471 -4 -0.2%
PWA
1820
Primoris Wealth Advisors
Florida
$311K -$19K -161 -7%
WAAG
1821
Wealth Alliance Advisory Group
Kansas
$311K – – –
JSA
1822
Jacobson & Schmitt Advisors
Wisconsin
$310K -$2K -17 -0.8%
SSWM
1823
Sheets Smith Wealth Management
North Carolina
$310K +$248K +2,100 New
BAM
1824
Brilliance Asset Management
Hong Kong
$308K – – –
AMR
1825
Asset Management Resources
Massachusetts
$308K -$278K -2,363 -53%
71 72
73
74 75