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Name Holding Trade Value Shares
Change 		Change in
Stake
REMPR
2851
Roof Eidam Maycock Peralta (REMP)
California
$240K – – –
LD
2852
Lipe & Dalton
New York
$240K – – –
WAS
2853
Wealth Advisory Solutions
Indiana
$240K -$13.8K -271 -5%
FBC
2854
Fairfield, Bush & Co
Connecticut
$240K -$51 -1 -0%
FNBOMD
2855
First National Bank of Mount Dora
Florida
$240K -$13.6K -266 -5%
VAM
2856
Verity Asset Management
North Carolina
$239K +$37.6K +735 +18%
PF
2857
Prosperitas Financial
California
$239K +$2.76K +54 +1%
SIAG
2858
Safeguard Investment Advisory Group
California
$239K +$4.75K +93 +2%
AFAS
2859
Acorn Financial Advisory Services
Virginia
$239K -$57.4K -1,124 -19%
FA
2860
Financial Advisors
Massachusetts
$239K -$20.4K -399 -8%
CAM
2861
Clark Asset Management
New Hampshire
$238K +$27.8K +544 +13%
AMIM
2862
Aull & Monroe Investment Management
Alabama
$238K -$25.5K -500 -10%
IWP
2863
Invenio Wealth Partners
Florida
$237K +$240K +4,696 New
UWPG
2864
Ullmann Wealth Partners Group
Florida
$236K -$23K -450 -9%
SAF
2865
Smith Anglin Financial
Texas
$236K +$13.2K +259 +6%
KA
2866
Kure Advisory
Minnesota
$236K -$664 -13 -0.3%
RFG
2867
REAP Financial Group
Texas
$236K +$238K +4,662 New
PAG
2868
Private Advisory Group
Washington
$235K -$307 -6 -0.1%
BWM
2869
BlackDiamond Wealth Management
New York
$235K +$12.6K +247 +5%
NI
2870
NDVR Inc
Massachusetts
$235K +$237K +4,648 New
RWMH
2871
Riverpoint Wealth Management Holdings
Illinois
$234K -$58.6K -1,147 -20%
HFRG
2872
Houlihan Financial Resource Group
Virginia
$234K – – –
GKWIM
2873
Gerber Kawasaki Wealth & Investment Management
California
$234K -$25K -490 -10%
TW
2874
Traveka Wealth
California
$234K +$236K +4,622 New
AWM
2875
Aviso Wealth Management
Washington
$233K +$236K +4,615 New
113 114
115
116 117