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Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
2101
Compass Ion Advisors
Pennsylvania
$552K +$21.6K +454 +4%
BAM
2102
BOS Asset Management
Illinois
$551K -$30.7K -646 -5%
IRC
2103
Investors Research Corp
Georgia
$550K – – –
OA
2104
Operose Advisors
Wisconsin
$549K -$23.3K -490 -4%
WMA
2105
Wealth Management Associates
New Jersey
$549K – – –
NRC
2106
New Republic Capital
North Carolina
$548K -$25.1K -528 -4%
TBWA
2107
Three Bridge Wealth Advisors
California
$547K -$76.1K -1,602 -12%
SPW
2108
Sonoma Private Wealth
California
$547K -$142 -3 -0%
SAM
2109
SignalPoint Asset Management
Missouri
$546K -$64.2K -1,353 -11%
BIM
2110
Baldwin Investment Management
Pennsylvania
$546K -$176K -3,700 -24%
AIM
2111
Acropolis Investment Management
Missouri
$545K -$6.74K -142 -1%
LWM
2112
Laidlaw Wealth Management
New York
$544K -$5.08K -107 -0.9%
SFC
2113
Swisher Financial Concepts
Ohio
$544K -$11.8K -249 -2%
ME
2114
McIlrath & Eck
Washington
$541K +$4.89K +103 +0.9%
FHC
2115
First Heartland Consultants
Missouri
$541K +$95 +2 +0%
AIC
2116
Archer Investment Corporation
Indiana
$540K -$437K -9,213 -45%
OWA
2117
Opal Wealth Advisors
New York
$539K -$112K -2,367 -17%
AIA
2118
Alera Investment Advisors
Illinois
$539K +$127K +2,668 +31%
EB
2119
Exchange Bank
California
$539K -$30.5K -642 -5%
3F
2120
360 Financial
Minnesota
$538K +$380 +8 +0.1%
MLFP
2121
MPS Loria Financial Planners
Illinois
$538K +$2.47K +52 +0.5%
KF
2122
Krilogy Financial
Missouri
$537K +$21.7K +458 +4%
WCM
2123
Windsor Capital Management
Arizona
$535K -$676K -14,232 -56%
FSC
2124
Full Sail Capital
Oklahoma
$535K – – –
OW
2125
Olistico Wealth
Oklahoma
$535K -$5.98K -126 -1%
83 84
85
86 87