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Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2576
Strategic Wealth Partners
Ohio
$708K +$198K +1,303 +39%
BWP
2577
Balboa Wealth Partners
Arizona
$707K +$2.59K +17 +0.4%
GC
2578
Guilbault Capital
Louisiana
$707K +$706K +4,637 New
AFS
2579
Access Financial Services
Minnesota
$706K -$2.89K -19 -0.4%
FFG
2580
Fiduciary Financial Group
California
$706K -$51K -335 -7%
HFRG
2581
Houlihan Financial Resource Group
Virginia
$705K +$270K +1,774 +72%
SAMT
2582
Select Asset Management & Trust
Pennsylvania
$704K -$27K -177 -4%
GPI
2583
General Partner Inc
Pennsylvania
$703K – – –
NFTC
2584
North Forty Two & Co
Oregon
$702K -$54.8K -360 -7%
CG
2585
CFO4Life Group
Texas
$701K -$13.6K -89 -2%
IGGA
2586
Iron Gate Global Advisors
Utah
$700K -$10.5K -69 -1%
BCI
2587
Blue Capital Inc
Nebraska
$699K +$34.3K +225 +5%
TTIC
2588
Tower Trust & Investment Company
Iowa
$698K +$4.26K +28 +0.6%
DWM
2589
Defined Wealth Management
Oregon
$698K -$914 -6 -0.1%
NRW
2590
Nova R Wealth
Kansas
$697K +$5.63K +37 +0.8%
PWM
2591
Prentice Wealth Management
New York
$697K +$9.9K +65 +1%
JDLA
2592
J. Derek Lewis & Associates
California
$694K +$694K +4,555 New
LSIA
2593
LaSalle St. Investment Advisors
Illinois
$694K +$152K +996 +28%
PCMC
2594
Paragon Capital Management (Colorado)
Colorado
$694K -$10.7K -70 -2%
CW
2595
Channel Wealth
California
$693K +$20.4K +134 +3%
PMG
2596
ProVise Management Group
Florida
$693K -$5.94K -39 -0.9%
WF
2597
Whelan Financial
California
$692K -$39.4K -259 -5%
KCP
2598
Kera Capital Partners
California
$692K +$135K +885 +29%
FA
2599
Faithward Advisors
Pennsylvania
$691K -$26.2K -172 -4%
CAM
2600
Concorde Asset Management
Michigan
$689K +$292K +1,917 +74%
102 103
104
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