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Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
2401
San Luis Wealth Advisors
California
$533K +$531K +7,788 New
RIM
2402
Reliant Investment Management
Tennessee
$532K -$196K -2,870 -27%
ML
2403
Mayport LLC
Massachusetts
$531K +$18.5K +272 +4%
TC
2404
Truvestments Capital
Florida
$530K +$7.97K +117 +2%
MCWS
2405
McKinley Carter Wealth Services
West Virginia
$530K +$25.2K +370 +5%
BCM
2406
Buckhead Capital Management
Georgia
$529K +$38K +557 +8%
HAS
2407
HBW Advisory Services
California
$528K +$10.7K +157 +2%
BAM
2408
Broyhill Asset Management
North Carolina
$528K – – –
EIP
2409
Ellis Investment Partners
Pennsylvania
$527K +$2.86K +42 +0.5%
PBO
2410
Peoples Bank (Ohio)
Ohio
$527K +$15.7K +231 +3%
JPG
2411
Jordan Park Group
California
$527K – – –
HCM
2412
Hollencrest Capital Management
California
$525K +$409 +6 +0.1%
FWSM
2413
First Wilshire Securities Management
California
$525K – – –
TWA
2414
Trace Wealth Advisors
California
$525K -$102K -1,500 -16%
OA
2415
Oxbow Advisors
Texas
$525K +$818 +12 +0.2%
PWP
2416
Precedent Wealth Partners
Texas
$524K – – –
AWA
2417
AGH Wealth Advisors
Kansas
$524K +$50.6K +742 +11%
BW
2418
Balance Wealth
Ohio
$523K +$522K +7,651 New
PW
2419
PUREfi Wealth
Massachusetts
$522K +$167K +2,448 +47%
KOC
2420
Koss-Olinger Consulting
Florida
$522K – – –
WC
2421
Waterloo Capital
Texas
$521K -$53.2K -780 -9%
RFP
2422
Root Financial Partners
California
$521K +$89.9K +1,319 +21%
POIA
2423
Pin Oak Investment Advisors
Texas
$520K -$27.8K -408 -5%
BC
2424
Barrett & Company
Rhode Island
$520K +$1.64K +24 +0.3%
WFS
2425
Widmann Financial Services
Maryland
$520K +$40.9K +600 +9%
95 96
97
98 99