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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1926
Calton & Associates
Florida
$248K -$89.8K -1,071 -24%
ISWM
1927
Independent Solutions Wealth Management
New York
$248K -$26.8K -320 -9%
TWD
1928
True Wealth Design
Ohio
$246K +$234K +2,795 +540%
AA
1929
Addison Advisors
Vermont
$246K +$84 +1 +0%
PP
1930
PDS Planning
Ohio
$246K +$277K +3,309 New
PB
1931
Pinnacle Bancorp
Nebraska
$245K +$4.19K +50 +2%
PWMA
1932
Pension & Wealth Management Advisors
Massachusetts
$245K +$52.1K +621 +23%
GIM
1933
Groesbeck Investment Management
New Jersey
$244K – – –
GFA
1934
Gallagher Fiduciary Advisors
Illinois
$244K +$275K +3,279 New
KWM
1935
Kolinsky Wealth Management
New Jersey
$243K -$44.4K -529 -14%
FMP
1936
Financial Management Professionals
Texas
$242K +$49.9K +595 +22%
TA
1937
TFG Advisers
Michigan
$242K -$75.8K -904 -22%
CCFM
1938
Clear Creek Financial Management
Washington
$241K -$16.6K -198 -6%
OHIS
1939
Oak Harvest Investment Services
Texas
$240K -$5.87K -70 -2%
MCM
1940
Marathon Capital Management
Maryland
$240K – – –
FNC
1941
First National Corp
Massachusetts
$240K +$2.18K +26 +0.8%
KMWM
1942
Keudell/Morrison Wealth Management
Oregon
$240K -$51K -608 -16%
OFG
1943
Oxford Financial Group
Indiana
$239K +$270K +3,221 New
RP
1944
Riverwater Partners
Wisconsin
$239K -$1.59K -19 -0.6%
FZCM
1945
Flynn Zito Capital Management
New York
$239K +$335 +4 +0.1%
ANBT
1946
American National Bank & Trust
Texas
$238K – – –
SIC
1947
Sterling Investment Counsel
New York
$238K +$1.09K +13 +0.4%
BPFA
1948
Barnes Pettey Financial Advisors
Mississippi
$238K – – –
LFA
1949
Legacy Financial Advisors
Kentucky
$238K -$69.3K -826 -21%
JFGIW
1950
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K +$77.5K +924 +41%
76 77
78
79 80