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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2051
CM Wealth Advisors
Ohio
$495K – – –
TAIM
2052
TD Ameritrade Investment Management
Nebraska
$495K -$53.8K -1,213 -9%
PA
2053
PSI Advisors
Florida
$494K -$134K -3,028 -20%
CBA
2054
Coastal Bridge Advisors
Connecticut
$494K +$51K +1,150 +10%
FDS
2055
Freedom Day Solutions
Texas
$490K -$136K -3,064 -20%
VCP
2056
Verus Capital Partners
Arizona
$489K -$1.33K -30 -0.2%
EIP
2057
Ellis Investment Partners
Pennsylvania
$489K +$1.24K +28 +0.2%
AC
2058
AlphaCore Capital
California
$488K +$59.8K +1,349 +12%
LFA
2059
Landmark Financial Advisors
Kentucky
$487K +$6.21K +140 +1%
BFA
2060
BMS Financial Advisors
South Dakota
$483K -$25.2K -569 -5%
VCM
2061
Vigilant Capital Management
Maine
$483K -$14K -316 -3%
DT
2062
Daniels + Tansey
Delaware
$482K +$754 +17 +0.1%
BTIM
2063
BancFirst Trust & Investment Management
Oklahoma
$482K +$32.4K +731 +7%
DU
2064
Delphia (USA)
Ontario, Canada
$480K -$167K -3,770 -24%
OC
2065
Oarsman Capital
Wisconsin
$480K -$13.3K -299 -2%
CWS
2066
Cypress Wealth Services
California
$480K +$137K +3,091 +35%
SHWM
2067
Silicon Hills Wealth Management
Texas
$480K +$532K +12,002 New
DTC
2068
Davidson Trust Company
Washington
$476K -$51K -1,150 -9%
CA
2069
Crumly & Associates
Illinois
$475K -$20.7K -467 -4%
RPCONE
2070
Retirement Planning Company of New England
Rhode Island
$473K -$3.46K -78 -0.7%
SFS
2071
Summit Financial Strategies
Ohio
$473K +$525K +11,826 New
CC
2072
Corton Capital
Ontario, Canada
$472K +$47.9K +1,080 +10%
TWA
2073
TCI Wealth Advisors
Arizona
$471K -$22.1K -499 -4%
MA
2074
Mezzasalma Advisors
New Jersey
$471K -$10.6K -240 -2%
GWANC
2075
Guardian Wealth Advisors (North Carolina)
North Carolina
$471K +$53.9K +1,214 +11%
81 82
83
84 85