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Name Holding Trade Value Shares
Change 		Change in
Stake
BA
3426
Bridge Advisory
California
$650K +$105K +834 +17%
VW
3427
Vance Wealth
California
$650K +$127K +1,001 +21%
PI
3428
Pachira Investments
California
$649K +$91.4K +723 +14%
BAM
3429
Bayshore Asset Management
Florida
$647K – – –
CWM
3430
Cahill Wealth Management
Michigan
$647K +$19K +150 +3%
RVPG
3431
Relative Value Partners Group
$646K +$723K +5,720 New
CFP
3432
Curran Financial Partners
South Carolina
$643K +$29.2K +231 +4%
NCG
3433
Newport Capital Group
New Jersey
$643K +$374K +2,960 +102%
FIBT
3434
First International Bank & Trust
North Dakota
$642K -$72.8K -576 -9%
CI
3435
Cavalier Investments
Georgia
$640K -$264K -2,089 -27%
OPPS
3436
Obsidian Personal Planning Solutions
Maryland
$640K -$25.3K -200 -3%
VC
3437
Veery Capital
Delaware
$637K -$12K -95 -2%
PAG
3438
Powers Advisory Group
Illinois
$637K +$2.53K +20 +0.4%
AA
3439
Addison Advisors
Vermont
$637K +$9.61K +76 +1%
CA
3440
Cambridge Advisors
Nebraska
$637K +$114K +900 +19%
HIF
3441
Hill Island Financial
Michigan
$637K +$713K +5,638 New
OAJ
3442
Ogorek Anthony Joseph
New York
$633K – – –
WIA
3443
Westbourne Investment Advisors
Maryland
$632K +$707K +5,590 New
NCM
3444
NCM Capital Management
New Jersey
$631K – – –
PIFP
3445
Partners in Financial Planning
Virginia
$629K – – –
WAM
3446
Winslow Asset Management
Ohio
$628K -$7.58K -60 -1%
ASI
3447
Advisory Services & Investments
Oregon
$628K +$78.5K +621 +13%
MA
3448
Maxele Advisors
Missouri
$626K -$4.04K -32 -0.6%
AFO
3449
Allie Family Office
Florida
$625K +$142K +1,124 +26%
GSAM
3450
Grant Street Asset Management
Pennsylvania
$624K – – –
136 137
138
139 140