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Name Holding Trade Value Shares
Change 		Change in
Stake
GKWIM
1926
Gerber Kawasaki Wealth & Investment Management
California
$208K +$2.25K +25 +1%
OAS
1927
Optivise Advisory Services
Tennessee
$208K +$2.16K +24 +1%
TWA
1928
TCI Wealth Advisors
Arizona
$207K -$3.51K -39 -2%
LSIA
1929
LaSalle St. Investment Advisors
Illinois
$207K +$1.8K +20 +0.9%
WG
1930
Wealth Group
North Carolina
$207K +$34.6K +385 +20%
SRA
1931
Secured Retirement Advisors
Minnesota
$207K +$207K +2,305 New
CWM
1932
Challenger Wealth Management
California
$207K +$180 +2 +0.1%
SF
1933
Symphony Financial
Texas
$206K +$203K +2,254 New
FPGK
1934
Financial Partners Group (Kansas)
Kansas
$206K -$19.3K -214 -9%
GAM
1935
Grandview Asset Management
Pennsylvania
$206K -$4.41K -49 -2%
HIM
1936
Hanlon Investment Management
New Jersey
$206K -$15.7K -175 -7%
BMWM
1937
Brown Miller Wealth Management
Virginia
$205K – – –
SWA
1938
Sax Wealth Advisors
New Jersey
$205K +$16.2K +180 +9%
LCWP
1939
Legacy Capital Wealth Partners
Arkansas
$205K -$174K -1,932 -46%
SIAG
1940
Safeguard Investment Advisory Group
California
$204K +$15.6K +173 +8%
PGWM
1941
Parisi Gray Wealth Management
New Jersey
$204K +$13.3K +148 +7%
CA
1942
Continuum Advisory
Idaho
$203K +$6.93K +77 +4%
SFS
1943
Strategic Financial Services
New York
$203K – – –
CHAM
1944
Clear Harbor Asset Management
Connecticut
$203K – – –
WGAM
1945
Wilkinson Global Asset Management
New York
$202K -$22.5K -250 -10%
SA
1946
Scarborough Advisors
Maryland
$202K -$34.6K -384 -15%
NMCM
1947
Nicholson Meyer Capital Management
Missouri
$201K -$40.5K -450 -17%
EFA
1948
Evernest Financial Advisors
Indiana
$201K +$202K +2,241 New
PFG
1949
PAX Financial Group
Texas
$201K -$83.3K -926 -29%
GPI
1950
General Partner Inc
Pennsylvania
$200K – – –
76 77
78
79 80