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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
2151
Janiczek Wealth Management
Colorado
$387K +$25.7K +89 +7%
SGCA
2152
Steel Grove Capital Advisors
Tennessee
$387K +$371K +1,286 New
MW
2153
MBL Wealth
North Carolina
$387K +$103K +356 +38%
JWCA
2154
J.W. Coons Advisors
Ohio
$386K +$370K +1,281 New
LEA
2155
Legacy Edge Advisors
New York
$384K -$19.6K -68 -5%
FPGK
2156
Financial Partners Group (Kansas)
Kansas
$384K +$17.3K +60 +5%
KIG
2157
Kennedy Investment Group
New Jersey
$384K -$15.9K -55 -4%
GI
2158
GLOBALT Investments
Georgia
$383K +$289 +1 +0.1%
CWG
2159
Crown Wealth Group
North Carolina
$382K +$121K +418 +49%
SCM
2160
Sitrin Capital Management
California
$381K – – –
PIA
2161
Pinion Investment Advisors
Kansas
$381K -$6.35K -22 -2%
DA
2162
DSC Advisors
Illinois
$380K -$4.33K -15 -1%
AWM
2163
Accurate Wealth Management
Florida
$380K -$24.8K -86 -6%
FFA
2164
Fortune Financial Advisors
Kansas
$380K – – –
EFSCE
2165
Enterprise Financial Services Corp (EFSC)
Missouri
$379K -$39.8K -138 -10%
MYIA
2166
Mount Yale Investment Advisors
Colorado
$379K +$135K +468 +59%
TC
2167
Trilogy Capital
California
$379K +$363K +1,257 New
WDG
2168
Wealth Dimensions Group
Ohio
$378K -$19.9K -69 -5%
WA
2169
Wambolt & Associates
Colorado
$377K -$260M -900,023 -100%
AFM
2170
Armstrong Fleming & Moore
District of Columbia
$376K – – –
ASBI
2171
American State Bank (Iowa)
Iowa
$376K -$123K -428 -26%
OFG
2172
Oxford Financial Group
Indiana
$375K +$29.7K +103 +9%
CPA
2173
Capital Planning Advisors
California
$374K +$12.4K +43 +4%
CAGAS
2174
Capital Advisory Group Advisory Services
Minnesota
$373K +$25.7K +89 +8%
JCFM
2175
JBR Co Financial Management
Oklahoma
$373K – – –
85 86
87
88 89