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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2351
Sound Income Strategies
Florida
$836K -$134K -865 -14%
CAM
2352
Chesapeake Asset Management
New York
$835K -$8.52K -55 -1%
PWM
2353
PBMares Wealth Management
Virginia
$834K +$8.36K +54 +1%
CAM
2354
Cozad Asset Management
Illinois
$833K – – –
CAM
2355
CPA Asset Management
Florida
$831K – – –
SFSG
2356
Sound Financial Strategies Group
Mississippi
$831K +$14.6K +94 +2%
UIM
2357
Unified Investment Management
Georgia
$830K +$10.8K +70 +1%
V
2358
ViaWealth
Kansas
$828K -$61.2K -395 -7%
AIM
2359
Alhambra Investment Management
Florida
$827K – – –
WAG
2360
Winthrop Advisory Group
Massachusetts
$827K +$29.6K +191 +4%
OWP
2361
Obermeyer Wealth Partners
Colorado
$826K -$91.8K -593 -10%
KFS
2362
Keynote Financial Services
Connecticut
$826K -$3.1K -20 -0.4%
WFA
2363
WestHill Financial Advisors
California
$826K -$2.79K -18 -0.3%
PCMM
2364
Piedmont Capital Management (Montana)
Montana
$826K +$5.27K +34 +0.6%
MP
2365
Mangrove Partners
Connecticut
$826K +$823K +5,316 New
FFC
2366
First Financial Corp
Indiana
$825K -$6.66K -43 -0.8%
CSI
2367
Cross Staff Investments
New York
$825K – – –
BWP
2368
Barlow Wealth Partners
Kentucky
$825K -$79.8K -515 -9%
BWM
2369
BCS Wealth Management
Tennessee
$823K -$343K -2,216 -29%
AA
2370
Addison Advisors
Vermont
$822K +$310 +2 +0%
BHWM
2371
Beaird Harris Wealth Management
Texas
$822K +$2.17K +14 +0.3%
SWM
2372
Scissortail Wealth Management
Oklahoma
$821K +$27.7K +179 +4%
VBFG
2373
Vishria Bird Financial Group
Tennessee
$821K +$10.1K +65 +1%
ORAM
2374
One River Asset Management
Connecticut
$820K +$813K +5,252 New
W
2375
WorthPointe
California
$820K +$27.7K +179 +4%
93 94
95
96 97