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Name Holding Trade Value Shares
Change 		Change in
Stake
TA
2251
TrueWealth Advisors
Alabama
$521K -$12.1K -248 -2%
PI
2252
Pettee Investors
Connecticut
$521K – – –
PIM
2253
Profit Investment Management
Maryland
$520K – – –
KIA
2254
KLR Investment Advisors
Rhode Island
$520K +$8.94K +183 +2%
FNBSF
2255
First National Bank Sioux Falls
South Dakota
$519K -$20.5K -420 -4%
MPPLM
2256
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$519K +$18.8K +385 +4%
HFAS
2257
Hummer Financial Advisory Services
Illinois
$519K +$26.9K +550 +6%
GA
2258
Geller Advisors
New York
$518K +$8.25K +169 +2%
AWS
2259
Aspen Wealth Strategies
Colorado
$516K -$4.54K -93 -0.9%
CW
2260
Channel Wealth
California
$515K +$481K +9,854 New
CA
2261
Calton & Associates
Florida
$515K -$99.3K -2,033 -17%
RFN
2262
Redwood Financial Network
Ohio
$511K +$11.4K +234 +2%
MFS
2263
Madrona Financial Services
Washington
$511K +$52.6K +1,077 +12%
PPP
2264
Private Portfolio Partners
New Jersey
$511K -$8.16K -167 -2%
DI
2265
DAGCO Inc
Ohio
$510K +$49 +1 +0%
FANJ
2266
Financial Architects (New Jersey)
New Jersey
$508K -$71.5K -1,464 -13%
CWP
2267
CFM Wealth Partners
Texas
$506K +$3.56K +73 +0.8%
CAL
2268
Capital Advisors Ltd
Ohio
$505K -$75K -1,536 -14%
SAA
2269
Southeast Asset Advisors
Georgia
$504K +$41.4K +848 +10%
SEEDPG
2270
S.E.E.D. Planning Group
New York
$504K -$14.2K -291 -3%
AWA
2271
AmeriServ Wealth Advisors
Pennsylvania
$503K +$470K +9,625 New
ACP
2272
Aveo Capital Partners
Colorado
$497K +$28K +574 +6%
RWM
2273
RKL Wealth Management
Pennsylvania
$497K -$4.98K -102 -1%
FOA
2274
Five Oceans Advisors
California
$497K +$6.79K +139 +1%
APWM
2275
Atlas Private Wealth Management
New York
$494K +$19.5K +400 +4%
89 90
91
92 93