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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2101
CreativeOne Wealth
Kansas
$337K +$9.72K +200 +3%
CCM
2102
Carlson Capital Management
Minnesota
$337K +$61.1K +1,257 +25%
AMIM
2103
Aull & Monroe Investment Management
Alabama
$336K – – –
TCM
2104
Traynor Capital Management
Pennsylvania
$336K +$36.9K +760 +14%
DWA
2105
Dorsey Wright & Associates
California
$335K +$301K +6,196 New
BWA
2106
BlueSky Wealth Advisors
North Carolina
$334K +$9.72K +200 +3%
PFG
2107
Piershale Financial Group
Illinois
$333K +$50.3K +1,035 +20%
DA
2108
Doliver Advisors
Texas
$332K -$57K -1,174 -16%
WA
2109
Wealth Architects
California
$331K -$7.38K -152 -2%
TWM
2110
Titus Wealth Management
California
$330K +$21.2K +437 +8%
MA
2111
MCF Advisors
Kentucky
$328K +$49 +1 +0%
MA
2112
MANA Advisors
New York
$327K +$294K +6,056 New
CIC
2113
Cutler Investment Counsel
Oregon
$325K – – –
PFA
2114
Pathway Financial Advisors
Vermont
$325K +$46.9K +966 +19%
TFS
2115
TrustCore Financial Services
Tennessee
$325K +$71K +1,461 +32%
EVM
2116
Evelyn V. Moreno
$324K +$17K +350 +6%
RW
2117
REDW Wealth
New Mexico
$323K – – –
ACP
2118
Aveo Capital Partners
Colorado
$323K +$291K +5,984 New
SWMG
2119
Signature Wealth Management Group
Georgia
$321K -$44.2K -910 -13%
SSG
2120
Summit Securities Group
New York
$319K -$1.31M -26,900 -82%
W
2121
Wealthquest
Ohio
$319K -$30.6K -630 -10%
VAS
2122
Valicenti Advisory Services
New York
$319K – – –
EIA
2123
Edgemoor Investment Advisors
Maryland
$316K – – –
PP
2124
PDS Planning
Ohio
$316K +$27.2K +559 +11%
SFG
2125
StrategIQ Financial Group
Indiana
$315K -$5.15K -106 -2%
83 84
85
86 87