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Name Holding Trade Value Shares
Change 		Change in
Stake
LA
5476
Lakeside Advisors
Washington
$524K – – –
WFM
5477
Wolff Financial Management
Michigan
$524K – – –
EFT
5478
Envision Financial Transparency
North Carolina
$524K +$251 +1 +0%
AAS
5479
AdviceOne Advisory Services
Connecticut
$523K +$12.8K +51 +2%
BOCM
5480
Bontempo Ohly Capital Management
Maryland
$522K +$23.1K +92 +4%
DO
5481
denkapparat Operations
Germany
$522K +$550K +2,192 New
WAG
5482
Windsor Advisory Group
Ohio
$522K +$549K +2,189 New
PFA
5483
Providence Financial Advisors
Kansas
$522K -$502 -2 -0.1%
KFG
5484
Kingdom Financial Group
Arizona
$521K -$21.6K -86 -4%
OAM
5485
Oxford Asset Management
United Kingdom
$521K +$301K +1,198 +121%
BF
5486
Bonfire Financial
Colorado
$520K +$34.4K +137 +7%
SG
5487
Stanich Group
New York
$520K +$17.6K +70 +3%
AWMA
5488
Arbor Wealth Management (Arizona)
Arizona
$519K +$547K +2,178 New
TWM
5489
TopTier Wealth Management
Wisconsin
$517K -$22.3K -89 -4%
PL
5490
Parthenon LLC
Kentucky
$516K -$25.1K -100 -4%
TC
5491
Town Capital
Maryland
$514K -$48.2K -192 -8%
GIM
5492
Groesbeck Investment Management
New Jersey
$513K – – –
LG
5493
LAM Group
Oregon
$510K – – –
NIA
5494
NBZ Investment Advisors
Tennessee
$510K +$21.6K +86 +4%
HCP
5495
Hardin Capital Partners
South Carolina
$510K -$195K -776 -27%
GFG
5496
GR Financial Group
Arizona
$508K +$71.5K +285 +15%
FF
5497
Friday Financial
Iowa
$508K +$46.7K +186 +10%
FPCG
5498
Forum Private Client Group
Indiana
$508K +$67.3K +268 +14%
CCM
5499
Cambridge Capital Management
Illinois
$507K – – –
AWM
5500
Allen Wealth Management
North Carolina
$503K -$132K -524 -20%
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220
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