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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
2401
Orca Investment Management
Oregon
$645K -$17.3K -120 -2%
BWA
2402
Burt Wealth Advisors
Maryland
$645K +$31.1K +215 +5%
LAM
2403
LifePro Asset Management
California
$645K +$147K +1,018 +28%
CFS
2404
Cannon Financial Strategists
Georgia
$644K – – –
DA
2405
DSC Advisors
Illinois
$643K +$410K +2,835 +153%
1IA
2406
1620 Investment Advisors
Massachusetts
$636K – – –
VDBMI
2407
Van Den Berg Management I
Texas
$636K +$671K +4,640 New
LFA
2408
Laraway Financial Advisors
Minnesota
$634K -$5.78K -40 -0.9%
HZ
2409
Hixon Zuercher
Ohio
$634K +$723 +5 +0.1%
FSG
2410
Financial Strategies Group
Michigan
$632K +$109K +753 +20%
CF
2411
Concorde Financial
Texas
$631K -$3.2M -22,126 -83%
FAFN
2412
First Affirmative Financial Network
Colorado
$631K +$18.8K +130 +3%
MLFP
2413
MPS Loria Financial Planners
Illinois
$629K +$15.5K +107 +2%
MPCL
2414
My Personal CFO LLC
Washington
$624K +$7.23K +50 +1%
AG
2415
AIA Group
Hong Kong
$624K +$198K +1,369 +43%
FMI
2416
F/M Investments
District of Columbia
$623K – – –
TSWM
2417
Tyler-Stone Wealth Management
Ohio
$623K +$23.9K +165 +4%
D
2418
Diversified
Delaware
$622K +$3.47K +24 +0.5%
IF
2419
Ironwood Financial
Arizona
$621K +$7.23K +50 +1%
KCA
2420
Karn Couzens & Associates
Connecticut
$620K -$21.5K -149 -3%
PPWM
2421
Paragon Private Wealth Management
Kentucky
$620K +$81.7K +565 +11%
ICM
2422
Islay Capital Management
Texas
$619K -$63.8K -441 -9%
EWA
2423
Evolution Wealth Advisors
Florida
$619K – – –
KAH
2424
Kathryn A. Hall
$618K – – –
WDG
2425
Wealth Dimensions Group
Ohio
$617K -$16.5K -114 -2%
95 96
97
98 99