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Name Holding Trade Value Shares
Change 		Change in
Stake
LRWA
2901
Long Run Wealth Advisors
New York
$282K +$962 +6 +0.3%
CJFS
2902
Coulter & Justus Financial Services
Tennessee
$281K +$641 +4 +0.2%
CAM
2903
Concorde Asset Management
Michigan
$280K -$91.1K -568 -24%
WAOI
2904
Wealth Advisors of Iowa
Iowa
$280K +$1.44K +9 +0.5%
IWP
2905
Insight Wealth Partners
Texas
$279K – – –
DFG
2906
Demars Financial Group
Washington
$279K +$1.6K +10 +0.6%
PAG
2907
Paladin Advisory Group
Iowa
$279K +$2.73K +17 +1%
TAM
2908
Tucker Asset Management
Colorado
$278K -$12.2K -76 -4%
MAM
2909
McLean Asset Management
Virginia
$278K -$4.65K -29 -2%
TLFA
2910
True Link Financial Advisors
California
$278K -$30.6K -191 -10%
PA
2911
Planning Alternatives
Michigan
$277K -$7.38K -46 -3%
WF
2912
Whelan Financial
California
$277K +$321 +2 +0.1%
IRC
2913
Investors Research Corp
Georgia
$277K – – –
OIM
2914
Oder Investment Management
California
$276K +$321 +2 +0.1%
TWM
2915
Triton Wealth Management
Arizona
$276K +$481 +3 +0.2%
AWC
2916
Adamsbrown Wealth Consultants
Kansas
$276K +$1.92K +12 +0.7%
AFGAS
2917
Allegiance Financial Group Advisory Services
Virginia
$275K – – –
BCG
2918
Breakwater Capital Group
New Jersey
$275K +$31.9K +199 +13%
AIA
2919
Arbor Investment Advisors
North Carolina
$274K -$58.5K -365 -17%
PCIG
2920
Partners Capital Investment Group
Massachusetts
$274K +$279K +1,741 New
AA
2921
Aufman Associates
Pennsylvania
$274K -$8.98K -56 -3%
CP
2922
Camelot Portfolios
Ohio
$273K – – –
RWM
2923
Revisor Wealth Management
Ohio
$273K +$7.21K +45 +3%
RWA
2924
Rooted Wealth Advisors
Illinois
$273K +$38K +237 +16%
IAG
2925
Investment Advisory Group
Massachusetts
$273K +$14.4K +90 +5%
115 116
117
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