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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
5526
Oak Wealth Advisors
Illinois
$484K +$191K +761 +60%
CIM
5527
Catalyst Investment Management
New Hampshire
$483K -$5.02K -20 -1%
WF
5528
WealthPoint Financial
North Carolina
$483K +$6.02K +24 +1%
WFC
5529
Western Financial Corp
California
$482K +$83.6K +333 +20%
SHFC
5530
Safe Harbor Family Capital
North Carolina
$480K -$152K -604 -23%
OM
5531
OV Management
Minnesota
$480K -$3.77K -15 -0.7%
GPWA
5532
Great Point Wealth Advisors
Massachusetts
$479K – – –
KA
5533
KDT Advisors
New York
$478K – – –
HWA
5534
HighRoad Wealth Advisors
Oregon
$478K – – –
AAI
5535
American Assets Inc
California
$477K -$18.3M -73,000 -97%
E3F
5536
Eight 31 Financial
Texas
$477K -$314K -1,250 -38%
FF
5537
Finley Financial
Nevada
$477K – – –
RFP
5538
Roth Financial Partners
Texas
$477K – – –
SRIM
5539
Saratoga Research & Investment Management
California
$477K – – –
VM
5540
VPR Management
Texas
$477K – – –
FFL
5541
Financial Freedom LLC
Ohio
$476K -$10K -40 -2%
SWMG
5542
Sanchez Wealth Management Group
Florida
$475K +$20.1K +80 +4%
CBOR
5543
Community Bank of Raymore
Missouri
$474K – – –
BSTWA
5544
Blake Schutter Theil Wealth Advisors
Ohio
$474K +$6.28K +25 +1%
FIS
5545
Fischer Investment Strategies
California
$472K +$497K +1,982 New
LSL
5546
Legacy Solutions LLC
Pennsylvania
$471K -$4.27K -17 -0.9%
AFA
5547
Amicus Financial Advisors
Texas
$470K -$29.9K -119 -6%
PHIC
5548
Pine Haven Investment Counsel
Massachusetts
$470K +$21.6K +86 +5%
ECM
5549
Ethos Capital Management
Pennsylvania
$470K +$11K +44 +2%
TDWM
5550
Topel & Distasi Wealth Management
California
$469K +$15.1K +60 +3%
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