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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1926
StrategIQ Financial Group
Indiana
$325K +$13.5K +146 +5%
LIA
1927
LBMC Investment Advisors
Tennessee
$324K +$22.2K +240 +8%
JWM
1928
JGP Wealth Management
Oregon
$323K +$1.11K +12 +0.4%
AWA
1929
Aaron Wealth Advisors
Illinois
$322K +$40.9K +443 +17%
SAM
1930
SignalPoint Asset Management
Missouri
$321K -$6.47K -70 -2%
PFC
1931
Phocas Financial Corp
California
$320K – – –
PCMC
1932
Paragon Capital Management (Colorado)
Colorado
$320K +$27.1K +293 +10%
AWA
1933
Amplius Wealth Advisors
Pennsylvania
$320K +$287K +3,111 New
HR
1934
Howe & Rusling
New York
$318K – – –
BPFA
1935
Barnes Pettey Financial Advisors
Mississippi
$317K +$284K +3,070 New
NW
1936
NewEdge Wealth
Pennsylvania
$316K +$283K +3,066 New
CCA
1937
Cobblestone Capital Advisors
New York
$315K – – –
HCM
1938
Hengehold Capital Management
Ohio
$314K -$48K -519 -15%
CWS
1939
Cypress Wealth Services
California
$314K +$3.88K +42 +1%
CPA
1940
Cardiff Park Advisors
California
$313K +$280K +3,035 New
SFG
1941
Sowa Financial Group
Rhode Island
$312K -$6.28K -68 -2%
HR
1942
Hayden Royal
North Carolina
$311K +$1.48K +16 +0.5%
GCIA
1943
Gabelli & Co Investment Advisers
New York
$309K -$10.7K -116 -4%
BHWM
1944
Beaird Harris Wealth Management
Texas
$309K +$277K +3,000 New
FZCM
1945
Flynn Zito Capital Management
New York
$308K +$275K +2,977 New
FNT
1946
First National Trust
Pennsylvania
$308K +$276K +2,988 New
TPA
1947
Trivium Point Advisory
Connecticut
$307K +$275K +2,971 New
YMRC
1948
Yorktown Management & Research Company
Virginia
$306K -$29.6K -320 -10%
CBT
1949
Central Bank & Trust
Kentucky
$306K +$1.57K +17 +0.6%
NAS
1950
Nicolet Advisory Services
Wisconsin
$304K -$84K -909 -24%
76 77
78
79 80