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Name Holding Trade Value Shares
Change 		Change in
Stake
BOSSRA
2901
B.O.S.S. Retirement Advisors
Utah
$4.75M +$851K +4,302 +25%
WWM
2902
Waterway Wealth Management
Texas
$4.73M +$2.79M +14,075 +188%
KF
2903
KKM Financial
Illinois
$4.73M +$900K +4,548 +27%
JWA
2904
JFS Wealth Advisors
Pennsylvania
$4.71M +$102K +515 +2%
VWM
2905
Valley Wealth Managers
New Jersey
$4.7M -$531K -2,685 -11%
UAML
2906
US Asset Management LLC
Pennsylvania
$4.7M -$6.93K -35 -0.2%
KFS
2907
Kaizen Financial Strategies
California
$4.69M +$734K +3,710 +21%
WAG
2908
Wallace Advisory Group
California
$4.69M +$34.8K +176 +0.7%
GCA
2909
Gallagher Capital Advisors
Texas
$4.68M -$34.2K -173 -0.8%
MWM
2910
MOKAN Wealth Management
Kansas
$4.68M -$653K -3,300 -13%
BA
2911
Ballast Advisors
Minnesota
$4.67M +$113K +572 +3%
BSHC
2912
Breed's Hill Capital
Massachusetts
$4.67M -$41.8K -211 -1%
MGAM
2913
McGowan Group Asset Management
Texas
$4.67M -$54.6K -276 -1%
AIM
2914
Advyzon Investment Management
Illinois
$4.67M +$1.08M +5,465 +35%
WG
2915
Wealth Group
North Carolina
$4.66M -$1.02M -5,158 -20%
EWA
2916
Etesian Wealth Advisors
Oregon
$4.66M -$75.2K -380 -2%
GCM
2917
Glynn Capital Management
California
$4.66M -$135K -684 -3%
DP
2918
Dearborn Partners
Illinois
$4.66M -$88.3K -446 -2%
OFG
2919
Oxford Financial Group
Indiana
$4.65M -$425K -2,150 -9%
BIM
2920
Breakwater Investment Management
Washington
$4.65M +$3.04M +15,364 +264%
GEM
2921
Global Endowment Management
North Carolina
$4.64M +$3.17K +16 +0.1%
BSB
2922
Bangor Savings Bank
Maine
$4.64M -$145K -732 -3%
CIM
2923
Corbyn Investment Management
Maryland
$4.64M -$68.5K -346 -2%
PFG
2924
Prosperity Financial Group
California
$4.63M +$2.77K +14 +0.1%
MTIC
2925
Missouri Trust & Investment Company
Missouri
$4.63M -$35K -177 -0.8%
115 116
117
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