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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
2451
Walker Asset Management
Missouri
$951K -$941 -9 -0.1%
HPM
2452
Hoxton Planning & Management
West Virginia
$951K +$837 +8 +0.1%
BFG
2453
Berger Financial Group
Minnesota
$950K -$513K -4,901 -38%
ALA
2454
Atlas Legacy Advisors
California
$950K +$189K +1,810 +26%
LOIP
2455
Live Oak Investment Partners
Texas
$949K -$76.6K -732 -8%
SPWG
2456
Syntegra Private Wealth Group
Missouri
$949K +$26K +249 +3%
NAS
2457
NWF Advisory Services
California
$949K -$164K -1,570 -16%
MWP
2458
Madison Wealth Partners
Wisconsin
$947K +$179K +1,714 +27%
GKWIM
2459
Gerber Kawasaki Wealth & Investment Management
California
$944K +$941 +9 +0.1%
JCM
2460
Jacobsen Capital Management
Utah
$944K +$1.36K +13 +0.2%
SPWM
2461
Spartan Planning & Wealth Management
North Carolina
$942K -$74.5K -712 -8%
PB
2462
Prosperity Bancshares
Texas
$941K -$78.9K -754 -9%
BBI
2463
Baxter Bros Inc
Connecticut
$940K -$77.7K -743 -8%
VAG
2464
VisionPoint Advisory Group
Texas
$936K +$93K +889 +13%
SFG
2465
Stonebridge Financial Group
California
$935K +$833K +7,961 New
JAG
2466
Journey Advisory Group
Kentucky
$935K +$39.9K +382 +5%
BSTWA
2467
Blake Schutter Theil Wealth Advisors
Ohio
$935K -$10.7K -102 -1%
AMG
2468
Asset Management Group
Connecticut
$931K -$293K -2,804 -26%
WCM
2469
Windsor Capital Management
Arizona
$929K -$80.2K -767 -9%
SPI
2470
Sutton Place Investors
New York
$928K +$8.37K +80 +1%
USB
2471
Union Savings Bank
Connecticut
$926K -$33.9K -324 -4%
R
2472
Rebalance
California
$926K – – –
JE
2473
Jacobs Equity
Utah
$926K +$157K +1,500 +24%
SEP
2474
Southland Equity Partners
Missouri
$925K +$45.5K +435 +6%
GA
2475
Greenspring Advisors
Maryland
$924K +$15.7K +150 +2%
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99
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