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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1426
Kelleher Financial Advisors
New York
$658K -$48.5K -227 -8%
SCM
1427
Sollinda Capital Management
Florida
$657K +$539K +2,519 New
OBWG
1428
Onyx Bridge Wealth Group
New York
$656K +$36.4K +170 +7%
RFN
1429
RDA Financial Network
Iowa
$656K -$43.2K -202 -7%
SWA
1430
Sax Wealth Advisors
New Jersey
$655K – – –
CTA
1431
Colonial Trust Advisors
South Carolina
$654K -$1.28K -6 -0.2%
HMS
1432
Hanseatic Management Services
New Mexico
$653K +$536K +2,504 New
NERM
1433
New England Research & Management
Illinois
$652K -$5.35K -25 -1%
MPI
1434
Mairs & Power Inc
Minnesota
$652K -$36.4K -170 -6%
JCA
1435
Jade Capital Advisors
New Jersey
$652K -$6.95M -32,500 -93%
PTB
1436
Pioneer Trust Bank
Oregon
$652K -$42.8K -200 -7%
TPI
1437
Trust Point Inc
Wisconsin
$650K +$533K +2,493 New
TSWM
1438
Triangle Securities Wealth Management
North Carolina
$650K +$18.2K +85 +4%
AWA
1439
Aletheian Wealth Advisors
Washington
$645K -$16.5K -77 -3%
PMFA
1440
Plante Moran Financial Advisors
Michigan
$644K +$12.8K +60 +2%
AAS
1441
Annex Advisory Services
Wisconsin
$643K +$201K +942 +62%
BFM
1442
Boothbay Fund Management
New York
$641K +$92.2K +431 +21%
SWM
1443
Scissortail Wealth Management
Oklahoma
$641K +$668K +3,122 New
CNAM
1444
Campbell Newman Asset Management
Wisconsin
$640K +$3.85K +18 +0.7%
SWA
1445
SOA Wealth Advisors
New York
$639K -$43.2K -202 -8%
CAC
1446
Core Alternative Capital
Georgia
$637K -$41.3K -193 -7%
FFA
1447
Fragasso Financial Advisors
Pennsylvania
$636K -$73.8K -345 -12%
JMFC
1448
J.M. Forbes & Co
Massachusetts
$635K – – –
IF
1449
Ironwood Financial
Arizona
$634K – – –
SWMG
1450
Sanchez Wealth Management Group
Florida
$633K – – –
56 57
58
59 60