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Name Holding Trade Value Shares
Change 		Change in
Stake
CCAM
2526
Cascades Capital Asset Management
North Carolina
$883K -$34.2K -327 -4%
GAM
2527
Griffin Asset Management
New York
$883K – – –
CFS
2528
CGC Financial Services
Oregon
$882K +$201K +1,918 +34%
EWA
2529
Encompass Wealth Advisors
Oregon
$882K -$18.9K -181 -2%
OMC
2530
Oasis Management Company
Cayman Islands
$881K – – –
PWP
2531
Perfromance Wealth Partners
Illinois
$879K +$13K +124 +2%
ASG
2532
Advisory Solutions Group
Minnesota
$878K +$782K +7,478 New
HTIM
2533
Harbour Trust & Investment Management
Indiana
$878K – – –
FI
2534
Financial Insights
Washington
$876K +$130K +1,239 +20%
PS
2535
Planned Solutions
California
$876K +$14.3K +137 +2%
RWB
2536
RMR Wealth Builders
New Jersey
$874K -$941 -9 -0.1%
JF
2537
JMN Financial
Ohio
$874K +$119K +1,137 +18%
VAS
2538
Valicenti Advisory Services
New York
$873K +$4.18K +40 +0.5%
POIA
2539
Pin Oak Investment Advisors
Texas
$871K -$20.3K -194 -3%
CBT
2540
CoreFirst Bank & Trust
Kansas
$869K -$54.5K -521 -7%
VEM
2541
Vann Equity Management
Texas
$868K -$1.46K -14 -0.2%
PWA
2542
Physician Wealth Advisors
Utah
$867K +$40.8K +390 +6%
RCWM
2543
Royal Capital Wealth Management
Indiana
$867K – – –
APA
2544
Astoria Portfolio Advisors
New York
$867K +$137K +1,313 +22%
MCA
2545
Magnolia Capital Advisors
Mississippi
$865K +$11.1K +106 +1%
OSNBOA
2546
Old Second National Bank of Aurora
Illinois
$865K -$6.17K -59 -0.8%
FSAG
2547
Financial Solutions Advisory Group
Illinois
$865K +$112K +1,070 +17%
AWMS
2548
Advocacy Wealth Management Services
Georgia
$863K +$21.4K +205 +3%
MCM
2549
Maple Capital Management
Vermont
$863K -$126K -1,206 -14%
RA
2550
Ruggaard & Associates
Ohio
$861K – – –
100 101
102
103 104