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Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
3676
O'Brien Wealth Partners
Massachusetts
$575K +$315K +1,840 +107%
GWAM
3677
Guardian Wealth Advisors (Minnesota)
Minnesota
$574K – – –
BPFA
3678
Barnes Pettey Financial Advisors
Mississippi
$574K +$589K +3,440 New
WAM
3679
Walker Asset Management
Missouri
$574K +$589K +3,440 New
SFA
3680
Seneca Financial Advisors
New York
$570K +$151K +880 +35%
PP
3681
PrairieView Partners
Minnesota
$570K – – –
AMR
3682
Asset Management Resources
Massachusetts
$570K +$585K +3,420 New
PMG
3683
Private Management Group
California
$567K -$10.3K -60 -2%
PC
3684
Peavine Capital
Nevada
$567K – – –
PWS
3685
Paragon Wealth Strategies
Florida
$567K +$34.2K +200 +6%
T
3686
TNF
Montana
$567K +$65K +380 +12%
MS
3687
Mizuho Securities
Japan
$562K -$976K -5,700 -63%
FFMBT
3688
First Farmers & Merchants Bank Trust
Tennessee
$560K +$575K +3,360 New
BWM
3689
BCGM Wealth Management
Indiana
$557K +$216K +1,260 +61%
CSWG
3690
Cardinal Strategic Wealth Guidance
Kentucky
$554K -$17.1K -100 -3%
GWM
3691
Greenhouse Wealth Management
Connecticut
$554K – – –
PCMN
3692
Paradigm Capital Management (Nevada)
Nevada
$554K +$568K +3,320 New
CC
3693
Corsicana & Co
Texas
$547K – – –
AGA
3694
Arkos Global Advisors
Texas
$545K – – –
KTA
3695
Keeley-Teton Advisors
Illinois
$543K – – –
WFAG
3696
Wescott Financial Advisory Group
Pennsylvania
$540K -$168K -980 -23%
LSC
3697
Lesa Sroufe & Co
Washington
$540K -$3.42K -20 -0.6%
EW
3698
Element Wealth
Mississippi
$540K +$20.5K +120 +4%
AWA
3699
Archvest Wealth Advisors
California
$540K +$555K +3,240 New
P
3700
Palladiem
Pennsylvania
$537K – – –
146 147
148
149 150