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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1051
RDA Financial Network
Iowa
$231K -$24.9K -1,992 -10%
RW
1052
REDW Wealth
New Mexico
$230K -$68.4K -5,465 -23%
HWA
1053
HCR Wealth Advisors
California
$230K – – –
MIC
1054
Means Investment Company
Maine
$230K +$7.53K +601 +3%
BEI
1055
Benjamin Edwards Inc
Missouri
$230K +$54.1K +4,321 +31%
CWA
1056
Centennial Wealth Advisory
Michigan
$230K +$89.2K +7,126 +64%
CBA
1057
Coastal Bridge Advisors
Connecticut
$230K +$2.25K +180 +1%
AAG
1058
Armstrong Advisory Group
Massachusetts
$229K +$6.36K +508 +3%
ARG
1059
Advisory Resource Group
Oklahoma
$229K +$839 +67 +0.4%
MP
1060
McDonald Partners
Ohio
$229K +$78.1K +6,239 +52%
CPC
1061
Congress Park Capital
New York
$229K -$15.7K -1,250 -6%
LIA
1062
LBMC Investment Advisors
Tennessee
$228K +$964 +77 +0.4%
HWM
1063
Hohimer Wealth Management
Washington
$228K – – –
CCP
1064
Cassia Capital Partners
North Carolina
$228K -$5.72K -457 -2%
SIC
1065
Samalin Investment Counsel
New York
$228K -$2.72K -217 -1%
WP
1066
WealthSource Partners
California
$227K -$9.53K -761 -4%
WP
1067
WMS Partners
Maryland
$227K +$1.55K +124 +0.7%
AF
1068
Apexium Financial
Texas
$225K -$32.9K -2,628 -13%
MSWM
1069
McGlone Suttner Wealth Management
Wisconsin
$225K +$33.6K +2,683 +18%
CT
1070
Chicago Trust
Illinois
$224K +$223K +17,805 New
PWMG
1071
Pinnacle Wealth Management Group
Michigan
$224K -$43.8K -3,500 -16%
SWA
1072
Stratos Wealth Advisors
Ohio
$224K -$2.83K -226 -1%
WMA
1073
West Michigan Advisors
Michigan
$224K +$223K +17,777 New
CC
1074
Cannell & Co
New York
$224K -$770K -61,500 -78%
BC
1075
Brookfield Corp
Ontario, Canada
$223K +$222K +17,708 New
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43
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