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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
2951
Tucker Asset Management
Colorado
$210K +$166K +1,157 New
JWM
2952
Janiczek Wealth Management
Colorado
$209K +$67.3K +469 +68%
SIC
2953
Shoker Investment Counsel
Ohio
$209K +$166K +1,154 New
HG
2954
Harbor Group
New Hampshire
$208K +$169K +1,180 New
PCWA
2955
Pacific Capital Wealth Advisors
California
$207K +$139K +971 +565%
MAA
2956
Matrix Asset Advisors
New York
$207K +$164K +1,140 New
SPA
2957
Sentinel Pension Advisors
Massachusetts
$206K -$146K -1,018 -47%
AC
2958
Annandale Capital
Texas
$206K +$163K +1,135 New
PCA
2959
Private Capital Advisors
Connecticut
$204K +$162K +1,128 New
AWM
2960
Aprio Wealth Management
Georgia
$203K -$456K -3,180 -74%
BWM
2961
Birchcreek Wealth Management
Ohio
$203K +$161K +1,123 New
CS
2962
Capital Square
Tennessee
$203K +$161K +1,124 New
BWA
2963
Beam Wealth Advisors
Louisiana
$202K -$841K -5,856 -84%
ECA
2964
Elevated Capital Advisors
Utah
$202K +$160K +1,116 New
EWA
2965
ERTS Wealth Advisors
Michigan
$202K +$160K +1,117 New
OCM
2966
One Capital Management
California
$202K +$160K +1,118 New
CFG
2967
Compton Financial Group
Maryland
$201K +$152K +1,058 New
SMA
2968
Sage Mountain Advisors
Georgia
$201K +$159K +1,109 New
NWS
2969
Newport Wealth Strategies
California
$201K +$233K +1,620 New
EWF
2970
Epstein & White Financial
California
$200K +$159K +1,105 New
CA
2971
Centerpoint Advisors
Massachusetts
$198K +$129K +900 +466%
WFA
2972
West Financial Advisors
Iowa
$196K +$155K +1,081 New
CFG
2973
CKW Financial Group
Hawaii
$192K – – –
VC
2974
Vestor Capital
Illinois
$188K +$38.3K +267 +35%
RDFA
2975
Ritter Daniher Financial Advisory
Ohio
$188K +$149K +1,040 New
117 118
119
120 121