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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2426
Satovsky Asset Management
New York
$644K +$7.2K +97 +1%
WPC
2427
Waters Parkerson & Co
Louisiana
$643K -$7.42K -100 -1%
IA
2428
IFG Advisors
Missouri
$642K +$519 +7 +0.1%
CWMK
2429
Caliber Wealth Management (Kansas)
Kansas
$642K -$56.9K -767 -8%
GWP
2430
Gateway Wealth Partners
Wisconsin
$642K +$165K +2,227 +37%
MLFP
2431
MPS Loria Financial Planners
Illinois
$640K +$2.97K +40 +0.5%
SPWM
2432
Spartan Planning & Wealth Management
North Carolina
$639K +$64K +863 +12%
NAMM
2433
NorthStar Asset Management (Massachusetts)
Massachusetts
$638K -$131K -1,768 -18%
HAS
2434
HBW Advisory Services
California
$637K +$40.6K +547 +7%
III
2435
Independent Investors Inc
New York
$637K – – –
AF
2436
Apollon Financial
South Carolina
$637K +$107K +1,442 +21%
EB
2437
Exchange Bank
California
$635K -$12.1K -163 -2%
CG
2438
Clifford Group
Massachusetts
$634K -$20.6K -277 -3%
TIM
2439
Tortoise Investment Management
New York
$634K -$52K -701 -8%
RWM
2440
Revisor Wealth Management
Ohio
$633K +$64.3K +867 +11%
GA
2441
Greenspring Advisors
Maryland
$632K +$609K +8,204 New
NAG
2442
Northstar Advisory Group
New Jersey
$632K +$9.87K +133 +2%
ACA
2443
Affinity Capital Advisors
California
$631K -$7.27K -98 -1%
EV
2444
EJMK Ventures
Illinois
$630K +$607K +8,178 New
CCA
2445
Corps Capital Advisors
Texas
$630K +$607K +8,176 New
WWM
2446
WT Wealth Management
Arizona
$630K -$37.2K -502 -6%
5NPW
2447
55 North Private Wealth
Florida
$630K +$606K +8,173 New
KIC
2448
Kensington Investment Counsel
California
$628K +$81.6K +1,100 +16%
HPM
2449
Hoxton Planning & Management
West Virginia
$628K -$26.5K -357 -4%
SPWG
2450
Sage Private Wealth Group
Illinois
$627K +$3.34K +45 +0.6%
96 97
98
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