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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2501
Camelot Portfolios
Ohio
$253K +$284K +5,926 New
TFA
2502
Triad Financial Advisors
North Carolina
$252K -$44.4K -927 -14%
RWMH
2503
Riverpoint Wealth Management Holdings
Illinois
$252K +$2.15K +45 +0.8%
SPP
2504
Single Point Partners
Massachusetts
$251K -$16.1K -336 -5%
WFA
2505
WMG Financial Advisors
Tennessee
$251K +$239 +5 +0.1%
EIA
2506
Edgemoor Investment Advisors
Maryland
$251K +$11.8K +247 +4%
TWM
2507
TriaGen Wealth Management
California
$250K -$1.31M -27,338 -82%
JAG
2508
Journey Advisory Group
Kentucky
$250K -$14K -292 -5%
GKWIM
2509
Gerber Kawasaki Wealth & Investment Management
California
$250K +$20.7K +432 +8%
OWP
2510
Obermeyer Wealth Partners
Colorado
$249K -$124K -2,600 -31%
W
2511
WealthOne
New York
$249K -$7.52K -157 -3%
BEAM
2512
Baker Ellis Asset Management
Washington
$249K – – –
FCIM
2513
Fairview Capital Investment Management
California
$249K +$25.8K +538 +10%
WMP
2514
Wealth Management Partners
Arizona
$249K +$47.9K +1,000 +20%
WWA
2515
WCG Wealth Advisors
Nevada
$249K +$280K +5,847 New
OA
2516
Oxbow Advisors
Texas
$247K – – –
KW
2517
KWB Wealth
California
$247K +$22.8K +476 +9%
SWA
2518
Sax Wealth Advisors
New Jersey
$247K +$81K +1,693 +41%
MS
2519
Madden Securities
Texas
$246K -$89.8K -1,875 -25%
SFS
2520
Security Financial Services
Indiana
$246K -$8.47K -177 -3%
IAG
2521
Investment Advisory Group
Massachusetts
$246K +$96 +2 +0%
FAM
2522
Flaharty Asset Management
Florida
$245K -$15.5K -324 -5%
ERWM
2523
Elk River Wealth Management
Colorado
$244K -$101K -2,100 -27%
LAS
2524
Lloyd Advisory Services
Georgia
$244K +$51.8K +1,082 +23%
WIA
2525
World Investment Advisors
California
$243K -$45.1K -942 -15%
99 100
101
102 103