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Name Holding Trade Value Shares
Change 		Change in
Stake
NB
2826
Nicolet Bankshares
Wisconsin
$210K -$27.5K -482 -13%
IWS
2827
Insight Wealth Strategies
California
$210K +$189K +3,308 New
SFA
2828
Source Financial Advisors
New York
$210K +$190K +3,318 New
CDIA
2829
Capital Directions Investment Advisors
Georgia
$209K +$102K +1,785 +117%
WAM
2830
WFA Asset Management
Wisconsin
$208K +$188K +3,284 New
TFGT
2831
TS Financial Group (TSFG)
Illinois
$207K -$22.5K -394 -11%
STC
2832
Sarah T. Connolly
$207K +$187K +3,273 New
OCAM
2833
Onex Canada Asset Management
Ontario, Canada
$207K +$187K +3,274 New
CWA
2834
Capital Wealth Alliance
Arizona
$206K -$35.9K -628 -16%
PCM
2835
Palouse Capital Management
Washington
$206K +$185K +3,243 New
KPWG
2836
KFA Private Wealth Group
Virginia
$206K +$186K +3,250 New
SIA
2837
Sage Investment Advisers
New York
$206K +$186K +3,255 New
GWM
2838
Grand Wealth Management
Michigan
$205K +$184K +3,228 New
TA
2839
TrueWealth Advisors
Alabama
$205K +$185K +3,235 New
FCG
2840
Financial Connections Group
California
$204K +$184K +3,220 New
OWA
2841
Octavia Wealth Advisors
Ohio
$204K +$184K +3,222 New
TCBWMS
2842
Texas Capital Bank Wealth Management Services
Texas
$203K +$183K +3,209 New
BW
2843
Basepoint Wealth
Iowa
$201K +$181K +3,166 New
SIC
2844
SJS Investment Consulting
Ohio
$199K +$180K +3,142 New
VCM
2845
Versant Capital Management
Arizona
$198K -$1.71K -30 -0.9%
TSWM
2846
Tyler-Stone Wealth Management
Ohio
$194K +$175K +3,059 New
PHS
2847
Pekin Hardy Strauss
Illinois
$193K -$82.6K -1,445 -32%
T
2848
TOBAM
France
$188K +$37.1K +650 +28%
FFA
2849
Freedman Financial Associates
Massachusetts
$185K -$15.3K -268 -8%
EI
2850
Ellevest Inc
New York
$183K -$3.77K -66 -2%
112 113
114
115 116