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Name Holding Trade Value Shares
Change 		Change in
Stake
KLI
2376
Kelman-Lazarov Inc
Tennessee
$668K +$12.9K +72 +2%
CCWA
2377
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$668K +$683K +3,800 New
WA
2378
Winfield Associates
Ohio
$667K – – –
BFG
2379
Barber Financial Group
Kansas
$665K +$36K +200 +6%
HAC
2380
Harbor Advisory Corp
New Hampshire
$664K – – –
WIM
2381
Westside Investment Management
California
$661K -$135K -750 -4%
OL
2382
Optas LLC
Texas
$661K +$21.9K +122 +3%
CWA
2383
Canvas Wealth Advisors
Kansas
$661K +$100K +556 +17%
KMWM
2384
Keudell/Morrison Wealth Management
Oregon
$660K -$17.4K -97 -3%
PGA
2385
Portland Global Advisors
Maine
$660K -$14K -78 -2%
ACA
2386
Ackerman Capital Advisors
Texas
$659K -$84K -467 -11%
SFWA
2387
Summit Financial Wealth Advisors
Louisiana
$659K +$117K +653 +21%
FH
2388
FWG Holdings
Florida
$659K +$674K +3,750 New
CNB
2389
Camden National Bank
Maine
$656K -$74.5K -414 -10%
CWC
2390
Carolinas Wealth Consulting
North Carolina
$656K -$60.8K -338 -8%
FBT
2391
First Bank & Trust
South Dakota
$655K -$719 -4 -0.1%
TWM
2392
Tradition Wealth Management
Minnesota
$655K +$22.7K +126 +4%
CC
2393
Centiva Capital
New York
$655K +$670K +3,728 New
CRWM
2394
Castle Rock Wealth Management
California
$651K -$482K -2,679 -42%
NJBEST
2395
New Jersey Better Educational Savings Trust
New Jersey
$651K – – –
BOS
2396
Bingham Osborn & Scarborough
California
$651K +$95K +528 +17%
MCA
2397
Magnolia Capital Advisors
Mississippi
$650K +$16.9K +94 +3%
BWAM
2398
Boyd Watterson Asset Management
Ohio
$647K -$167K -928 -20%
PAM
2399
Peninsula Asset Management
Florida
$646K +$18K +100 +3%
CCA
2400
Childress Capital Advisors
Texas
$643K -$178K -987 -21%
94 95
96
97 98