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Name Holding Trade Value Shares
Change 		Change in
Stake
LAM
2126
LifePro Asset Management
California
$539K +$492K +10,119 New
CA
2127
Continuum Advisory
Idaho
$538K -$81.2K -1,670 -15%
OFG
2128
Oxford Financial Group
Indiana
$538K -$198K -4,079 -29%
BWP
2129
Baldwin Wealth Partners
Massachusetts
$538K +$313K +6,443 +176%
SPWM
2130
Schrum Private Wealth Management
Florida
$537K +$212K +4,349 +76%
KFS
2131
Keynote Financial Services
Connecticut
$536K -$40.3K -828 -8%
MSR
2132
Main Street Research
Connecticut
$536K +$3.31K +68 +0.7%
MAWA
2133
Moss Adams Wealth Advisors
Washington
$536K +$22.5K +462 +5%
BFC
2134
Blue Fin Capital
Rhode Island
$535K -$438 -9 -0.1%
FH
2135
FWG Holdings
Florida
$534K -$46.7K -960 -9%
SPL
2136
Smart Portfolios LLC
Washington
$533K -$23.4K -482 -5%
EFG
2137
Ethos Financial Group
Pennsylvania
$532K -$21.6K -445 -4%
PIM
2138
Profit Investment Management
Maryland
$530K – – –
EIA
2139
Edgemoor Investment Advisors
Maryland
$529K -$21K -432 -4%
1WA
2140
180 Wealth Advisors
Washington
$529K +$6.91K +142 +1%
AA
2141
Advisory Alpha
Michigan
$528K +$43.1K +887 +10%
UAG
2142
United Advisor Group
Ohio
$528K +$483K +9,926 New
HFAS
2143
Hummer Financial Advisory Services
Illinois
$528K – – –
ATWA
2144
Arbor Trust Wealth Advisors
Michigan
$527K – – –
FWM
2145
Focused Wealth Management
New York
$527K -$111K -2,273 -19%
WA
2146
Waddell & Associates
Tennessee
$527K +$681 +14 +0.1%
CH
2147
Canton Hathaway
Rhode Island
$525K – – –
RCM
2148
RB Capital Management
Nevada
$524K +$13.5K +277 +3%
FMP
2149
Financial Management Professionals
Texas
$524K +$14.3K +295 +3%
SCI
2150
Silver Coast Investments
United States
$524K -$3.55K -73 -0.7%
84 85
86
87 88