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COST

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2401
Parkside Advisors
California
$325K – – –
RAG
2402
RIA Advisory Group
Iowa
$324K +$490K +1,002 New
WJA
2403
Willis Johnson & Associates
Texas
$323K +$31.3K +64 +10%
FBA
2404
Front Barnett Associates
Illinois
$323K – – –
NIMI
2405
Natixis Investment Managers International
France
$323K -$14.7M -30,007 -98%
LA
2406
Legacy Advisors
Pennsylvania
$321K +$75.7K +155 +28%
SWA
2407
Sutton Wealth Advisors
Florida
$320K -$6.84K -14 -2%
MIM
2408
Merrion Investment Management
New Jersey
$320K +$48.9K +100 +17%
AFG
2409
Altiora Financial Group
Ohio
$320K +$342K +700 New
DIA
2410
Davidson Investment Advisors
Montana
$319K -$103K -211 -23%
LA
2411
LVW Advisors
New York
$319K -$7.82K -16 -2%
KIG
2412
Kowal Investment Group
Wisconsin
$319K -$7.33K -15 -2%
TCWA
2413
Ten Capital Wealth Advisors
Washington
$319K -$9.29K -19 -3%
JWM
2414
Janiczek Wealth Management
Colorado
$317K -$21K -43 -6%
CPW
2415
Catalyst Private Wealth
California
$317K +$977 +2 +0.3%
IWA
2416
Intercontinental Wealth Advisors
Texas
$316K +$6.35K +13 +2%
AR
2417
Apeiron RIA
Texas
$316K +$3.91K +8 +1%
WAM
2418
Winslow Asset Management
Ohio
$316K +$39.1K +80 +13%
TSWM
2419
Tyler-Stone Wealth Management
Ohio
$315K – – –
TC
2420
Trust Company
Kansas
$314K +$72.3K +148 +27%
PMG
2421
ProVise Management Group
Florida
$314K -$13.7K -28 -4%
LDB
2422
Lee, Danner & Bass
Tennessee
$313K -$29.3K -60 -8%
EGA
2423
Eagle Global Advisors
Texas
$312K – – –
SWM
2424
Soundmark Wealth Management
Washington
$312K -$21K -43 -6%
FG
2425
Foster Group
Iowa
$311K -$56.2K -115 -14%
95 96
97
98 99