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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3051
Cadent Capital Advisors
Oklahoma
$261K -$60.6K -375 -18%
JBA
3052
Johnson Bixby & Associates
Washington
$261K – – –
HIS
3053
Harvest Investment Services
Illinois
$261K +$8.24K +51 +3%
OC
3054
Oarsman Capital
Wisconsin
$260K -$537K -3,323 -66%
CST
3055
Charles Schwab Trust
Nevada
$260K +$43.9K +272 +19%
DW
3056
Domani Wealth
Pennsylvania
$259K -$90.4K -560 -25%
RWA
3057
Redhawk Wealth Advisors
Minnesota
$259K – – –
CCM
3058
Chiron Capital Management
Florida
$258K -$13.7K -85 -5%
PWM
3059
Purus Wealth Management
California
$258K +$59.1K +366 +28%
GBWM
3060
Granite Bay Wealth Management
New Hampshire
$258K +$270K +1,669 New
SIC
3061
SJS Investment Consulting
Ohio
$256K +$267K +1,652 New
CW
3062
Cook Wealth
North Carolina
$256K +$291K +1,802 New
SFG
3063
Sovereign Financial Group
Connecticut
$255K -$54.3K -336 -17%
ZAM
3064
Zevin Asset Management
Massachusetts
$255K -$11K -68 -4%
SFA
3065
Souders Financial Advisors
Ohio
$255K +$5.49K +34 +2%
GPA
3066
Guerra Pan Advisors
New Jersey
$254K +$265K +1,641 New
PFA
3067
Pinnacle Family Advisors
Missouri
$253K -$154K -951 -37%
SCA
3068
Southern Capital Advisors
Tennessee
$253K +$264K +1,634 New
WKSWA
3069
White Knight Strategic Wealth Advisors
New Jersey
$252K +$263K +1,628 New
LAS
3070
LWM Advisory Services
Florida
$252K +$263K +1,629 New
HA
3071
Harfst & Associates
Wyoming
$252K +$264K +1,633 New
AIA
3072
AIMZ Investment Advisors
California
$249K – – –
BLAM
3073
Bourne Lent Asset Management
New York
$248K – – –
FFA
3074
Fi3 Financial Advisors
Indiana
$247K +$32.5K +201 +14%
WP
3075
Wealthspan Partners
Iowa
$246K +$256K +1,588 New
121 122
123
124 125