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Name Holding Trade Value Shares
Change 		Change in
Stake
MGAM
2501
McGowan Group Asset Management
Texas
$223K +$473 +9 +0.2%
BWA
2502
BlueSky Wealth Advisors
North Carolina
$222K – – –
WQ
2503
Wealth Quarterback
New Jersey
$222K +$220K +4,176 New
GAM
2504
Gould Asset Management
California
$221K +$219K +4,166 New
OPOWM
2505
One Plus One Wealth Management
Florida
$220K +$7.36K +140 +3%
WWMSC
2506
Wagner Wealth Management (South Carolina)
South Carolina
$219K +$65K +1,236 +43%
HG
2507
Harbor Group
New Hampshire
$218K – – –
WDL
2508
Well Done LLC
Michigan
$218K – – –
SWIG
2509
Strategic Wealth Investment Group
Kentucky
$218K +$217K +4,116 New
MWM
2510
Marietta Wealth Management
Georgia
$217K -$41.9K -797 -16%
NB
2511
Nicolet Bankshares
Wisconsin
$217K -$40.6K -772 -16%
CAC
2512
Certified Advisory Corp
Florida
$217K +$11.9K +227 +6%
LA
2513
LexAurum Advisors
Kansas
$217K +$216K +4,098 New
GKWIM
2514
Gerber Kawasaki Wealth & Investment Management
California
$214K -$25.7K -489 -11%
JC
2515
Jentner Corp
Ohio
$214K +$1.16K +22 +0.5%
MAS
2516
Managed Account Services
Florida
$213K – – –
CRWM
2517
Castle Rock Wealth Management
California
$213K +$202K +3,839 New
LBA
2518
Lowell Blake & Associates
Massachusetts
$213K +$212K +4,023 New
W
2519
Wealthquest
Ohio
$213K +$212K +4,037 New
DC
2520
Defender Capital
North Carolina
$212K – – –
I
2521
INVST
Indiana
$212K +$207K +3,942 New
LA
2522
Latitude Advisors
Florida
$212K +$211K +4,006 New
IIA
2523
IPG Investment Advisors
California
$212K -$789K -15,000 -79%
HGWM
2524
Horst & Graben Wealth Management
Oregon
$211K +$684 +13 +0.3%
HFBOT
2525
Home Federal Bank of Tennessee
Tennessee
$211K +$4.63K +88 +2%
99 100
101
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