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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
2651
Kozak & Associates
Colorado
$753K +$8.56K +46 +1%
AFS
2652
Access Financial Services
Minnesota
$753K -$8.38K -45 -1%
CWA
2653
Crusonia Wealth Advisors
Colorado
$750K +$83.8K +450 +11%
PWP
2654
Parkwoods Wealth Partners
New York
$749K +$414K +2,223 +97%
TTIC
2655
Tower Trust & Investment Company
Iowa
$749K -$5.58K -30 -0.7%
AWM
2656
Athena Wealth Management
Nevada
$749K -$83.9K -451 -9%
KLCM
2657
KG&L Capital Management
Louisiana
$749K -$209K -1,125 -20%
RWA
2658
Roberts Wealth Advisors
California
$749K -$251K -1,350 -23%
SCM
2659
Sterneck Capital Management
Missouri
$748K -$32.4K -174 -4%
EIP
2660
Ellis Investment Partners
Pennsylvania
$746K +$6.51K +35 +0.8%
EC
2661
EdgeRock Capital
Colorado
$745K +$53.2K +286 +7%
LIA
2662
LBMC Investment Advisors
Tennessee
$744K -$376K -2,020 -31%
HFAS
2663
Hummer Financial Advisory Services
Illinois
$743K – – –
MCA
2664
Millennium Capital Advisors
Arkansas
$743K +$28.5K +153 +4%
PWM
2665
Prentice Wealth Management
New York
$742K -$7.26K -39 -0.9%
MCP
2666
Miller Capital Partners
Michigan
$741K – – –
TFGT
2667
TS Financial Group (TSFG)
Illinois
$740K +$15.1K +81 +2%
HFM
2668
Harvest Fund Management
China
$739K -$370K -1,987 -31%
AIS
2669
AM Investment Strategies
Tennessee
$739K -$248K -1,332 -23%
GWM
2670
GDS Wealth Management
Texas
$739K +$195K +1,048 +31%
EIA
2671
Eldridge Investment Advisors
New Hampshire
$737K -$14.9K -80 -2%
SP
2672
Saranac Partners
$737K -$1.36M -7,318 -62%
A
2673
Argentarii
Ohio
$736K -$10.8K -58 -2%
CCP
2674
Cane Capital Partners
Louisiana
$735K +$148K +794 +22%
BWM
2675
BCS Wealth Management
Tennessee
$735K -$59.4K -319 -7%
105 106
107
108 109