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Name Holding Trade Value Shares
Change 		Change in
Stake
ISB
1601
Iowa State Bank
Iowa
$310K +$267K +1,630 New
CL
1602
COWA LLC
Oklahoma
$310K -$51.5K -315 -17%
SIC
1603
SJS Investment Consulting
Ohio
$309K +$1.47K +9 +0.6%
IWN
1604
Independent Wealth Network
Iowa
$308K +$265K +1,618 New
UAML
1605
US Asset Management LLC
Pennsylvania
$308K +$264K +1,615 New
CMS
1606
Capital Market Strategies
Florida
$307K -$16.4K -100 -6%
BOSSRA
1607
B.O.S.S. Retirement Advisors
Utah
$307K +$264K +1,611 New
MAA
1608
Matrix Asset Advisors
New York
$307K +$264K +1,611 New
WIM
1609
Westside Investment Management
California
$307K -$131K -800 -8%
LIA
1610
LBMC Investment Advisors
Tennessee
$306K +$263K +1,607 New
WAM
1611
WNY Asset Management
New York
$306K +$263K +1,605 New
MCM
1612
MV Capital Management
Maryland
$305K +$4.25K +26 +2%
SIAP
1613
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$303K +$260K +1,591 New
EWM
1614
Endurance Wealth Management
Rhode Island
$303K -$2.45K -15 -0.9%
EFG
1615
Everhart Financial Group
Ohio
$303K -$165K -1,011 -39%
RCWM
1616
Royal Capital Wealth Management
Indiana
$302K +$259K +1,585 New
BHWM
1617
Bar Harbor Wealth Management
New Hampshire
$301K -$15.9K -97 -6%
HFS
1618
Heritage Financial Services
Massachusetts
$299K +$257K +1,571 New
REMPR
1619
Roof Eidam Maycock Peralta (REMP)
California
$298K -$203K -1,240 -44%
HFW
1620
Horizon Family Wealth
Illinois
$298K -$117K -715 -31%
GWANC
1621
Guardian Wealth Advisors (North Carolina)
North Carolina
$298K -$34.2K -209 -12%
DMBA
1622
Deseret Mutual Benefit Administrators
Utah
$297K -$222K -1,355 -46%
PAM
1623
Premier Asset Management
Illinois
$296K -$16.2K -99 -6%
NW
1624
NewEdge Wealth
Pennsylvania
$296K +$254K +1,553 New
CPA
1625
Court Place Advisors
Maryland
$291K +$250K +1,530 New
63 64
65
66 67