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Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1601
9258 Wealth Management
Ohio
$1.78M -$63K -439 -4%
RWM
1602
RBA Wealth Management
California
$1.78M -$100K -697 -6%
IIA
1603
ICW Investment Advisors
Arizona
$1.77M +$12.8K +89 +0.8%
SHFA
1604
SS&H Financial Advisors
Michigan
$1.76M +$1.55M +10,832 New
DAM
1605
Delta Asset Management
Tennessee
$1.76M +$2.01K +14 +0.1%
FAN
1606
Financial Advisors Network
California
$1.76M +$18.6K +130 +1%
MG
1607
Mather Group
Illinois
$1.76M -$289K -2,015 -16%
OBWG
1608
Onyx Bridge Wealth Group
New York
$1.76M -$35.4K -247 -2%
BFM
1609
Boston Financial Management
Massachusetts
$1.76M +$126K +881 +9%
NSAM
1610
North Star Asset Management
Wisconsin
$1.75M +$574 +4 +0%
EA
1611
Eudaimonia Advisors
Tennessee
$1.75M +$191K +1,333 +14%
RAM
1612
Roanoke Asset Management
New Jersey
$1.75M +$574K +4,000 +59%
HNWAG
1613
High Net Worth Advisory Group
Florida
$1.75M -$442K -3,080 -22%
SFSG
1614
Sound Financial Strategies Group
Mississippi
$1.75M +$646K +4,506 +72%
SFS
1615
Strategic Financial Services
New York
$1.74M +$16.5K +115 +1%
SIAG
1616
Signet Investment Advisory Group
Rhode Island
$1.74M -$476K -3,317 -24%
AIM
1617
Athena Investment Management
California
$1.74M +$1.53M +10,689 New
TCPWM
1618
Traverso Chambers Private Wealth Management
California
$1.74M -$44.2K -308 -3%
CFS
1619
CRA Financial Services
New Jersey
$1.74M +$22.5K +157 +1%
PCMN
1620
Paradigm Capital Management (Nevada)
Nevada
$1.73M +$47.8K +333 +3%
BC
1621
Burleson & Co
California
$1.73M -$10.5K -73 -0.7%
GWA
1622
Gibson Wealth Advisors
Texas
$1.73M – – –
TA
1623
TCM Advisors
West Virginia
$1.73M -$1.65M -11,500 Closed
DC
1624
DeDora Capital
California
$1.72M +$812K +5,659 +115%
BS
1625
Bessemer Securities
New York
$1.72M – – –
63 64
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