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Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
1501
Capital Advisors Wealth Management
Washington
$513K +$15.6K +76 +3%
UPS
1502
UHLMANN PRICE SECURITIES
Illinois
$512K – – –
HFS
1503
Hantz Financial Services
Michigan
$512K +$105K +512 +28%
GKWIM
1504
Gerber Kawasaki Wealth & Investment Management
California
$511K +$20.8K +101 +4%
FAM
1505
Formidable Asset Management
Ohio
$510K -$500K -2,431 -51%
MG
1506
McHugh Group
Ohio
$506K -$20.6K -100 -4%
NAM
1507
NTV Asset Management
West Virginia
$506K -$129K -626 -21%
AIA
1508
Arbor Investment Advisors
North Carolina
$505K – – –
TB
1509
Terril Brothers
Missouri
$501K – – –
SFA
1510
Souders Financial Advisors
Ohio
$500K -$193K -937 -29%
CAGAS
1511
Capital Advisory Group Advisory Services
Minnesota
$500K +$31.9K +155 +7%
HWMO
1512
Heritage Wealth Management (Ohio)
Ohio
$500K – – –
RBFC
1513
Roman Butler Fullerton & Co
Missouri
$500K +$7.61K +37 +2%
LRIA
1514
Leonard Rickey Investment Advisors
Washington
$498K +$206 +1 +0%
AGP
1515
Autumn Glory Partners
Texas
$497K +$169K +820 +56%
CA
1516
COFG Advisors
Illinois
$495K +$469K +2,280 New
AWA
1517
AGH Wealth Advisors
Kansas
$494K -$59K -287 -11%
FWP
1518
Falcon Wealth Planning
California
$494K +$9.67K +47 +2%
SWA
1519
Strategies Wealth Advisors
Michigan
$493K -$16.9K -82 -3%
WCA
1520
Westover Capital Advisors
Delaware
$493K +$14.6K +71 +3%
RDWM
1521
Red Door Wealth Management
Tennessee
$493K +$22K +107 +5%
MPI
1522
Mairs & Power Inc
Minnesota
$493K -$17.3K -84 -4%
CFP
1523
Catalyst Financial Partners
Massachusetts
$493K -$16K -78 -3%
ISL
1524
Ingalls & Snyder LLC
New York
$491K -$8.23K -40 -2%
TWA
1525
Tandem Wealth Advisors
Arizona
$490K +$81.2K +395 +21%
59 60
61
62 63