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Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
1751
Heritage Wealth Advisors
Virginia
$590K – – –
ICM
1752
IMS Capital Management
Oregon
$585K -$3.69K -82 -0.7%
CAM
1753
Cypress Asset Management
Texas
$584K – – –
MFW
1754
Meristem Family Wealth
Minnesota
$582K – – –
SBL
1755
Sargent Bickham Lagudis
Colorado
$582K +$42.1K +936 +8%
CGA
1756
Crescent Grove Advisors
Illinois
$577K +$90 +2 +0%
PI
1757
Pettee Investors
Connecticut
$576K – – –
WAAG
1758
Wealth Alliance Advisory Group
Kansas
$575K – – –
NFG
1759
Nadler Financial Group
Illinois
$574K +$2.2K +49 +0.4%
BCWM
1760
Blue Chip Wealth Management
Florida
$574K +$27.8K +617 +6%
SXL
1761
Summit X LLC
Missouri
$572K +$257K +5,721 +100%
HIM
1762
Hillsdale Investment Management
Ontario, Canada
$568K -$153K -3,400 -23%
VNA
1763
Valley National Advisers
Pennsylvania
$567K -$94.3K -2,096 -15%
BOS
1764
Bingham Osborn & Scarborough
California
$564K +$102K +2,258 +24%
WI
1765
Wintrust Investments
Illinois
$563K +$121K +2,700 +30%
KA
1766
Kaizen Advisory
Illinois
$561K – – –
AIP
1767
Almanack Investment Partners
Pennsylvania
$556K +$168K +3,729 +47%
WA
1768
Waverly Advisors
Alabama
$555K -$10.9K -243 -2%
GCM
1769
Gator Capital Management
Florida
$555K – – –
HT
1770
Heritage Trust
Oklahoma
$555K +$21.5K +478 +4%
RWM
1771
Raffa Wealth Management
District of Columbia
$555K +$153K +3,392 +42%
AWM
1772
Aevitas Wealth Management
Massachusetts
$542K +$54.2K +1,205 +12%
LFA
1773
Landmark Financial Advisors
Kentucky
$540K +$270 +6 +0.1%
AIM
1774
Advantage Investment Management
Iowa
$540K +$184K +4,096 +58%
MSFP
1775
Mark Sheptoff Financial Planning
Connecticut
$539K – – –
69 70
71
72 73