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Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
1201
Parsec Financial Management
North Carolina
$153K +$9.81K +701 +5%
ITIM
1202
Indiana Trust & Investment Management
Indiana
$152K – – –
BFG
1203
Berger Financial Group
Minnesota
$152K +$7.92K +566 +4%
LA
1204
Latitude Advisors
Florida
$152K +$15.3K +1,093 +9%
HIC
1205
Hartline Investment Corp
Illinois
$152K +$190K +13,558 New
RBC
1206
Romano Brothers & Co
Illinois
$152K +$190K +13,575 New
HWM
1207
HB Wealth Management
Georgia
$151K -$72K -5,143 -28%
BA
1208
Ballast Advisors
Minnesota
$151K +$140 +10 +0.1%
IF
1209
IRON Financial
Illinois
$151K +$6.41K +458 +4%
3F
1210
360 Financial
Minnesota
$151K +$28K +2,000 +17%
RCI
1211
RS Crum Inc
California
$151K +$188K +13,450 New
MMHP
1212
Murphy Middleton Hinkle & Parker
Georgia
$150K -$17.8K -1,275 -9%
PWS
1213
Precision Wealth Strategies
Missouri
$150K +$336 +24 +0.2%
AWM
1214
Angeles Wealth Management
California
$150K +$17.3K +1,234 +10%
NAM
1215
NorthCrest Asset Manangement
Minnesota
$150K +$32.2K +2,303 +21%
OWA
1216
One Wealth Advisors
California
$150K +$187K +13,391 New
SC
1217
Sepio Capital
Utah
$149K -$2.83K -202 -1%
TA
1218
TruWealth Advisors
Louisiana
$149K – – –
EWA
1219
Exencial Wealth Advisors
Oklahoma
$149K +$17.2K +1,232 +10%
NAM
1220
NTV Asset Management
West Virginia
$148K +$29K +2,072 +19%
GKWIM
1221
Gerber Kawasaki Wealth & Investment Management
California
$147K -$73.9K -5,280 -29%
AWM
1222
Alterna Wealth Management
Texas
$147K -$40.6K -2,900 -18%
ZIG
1223
Zullo Investment Group
Pennsylvania
$147K -$23.9K -1,710 -12%
TSWM
1224
Tyler-Stone Wealth Management
Ohio
$147K +$14.3K +1,020 +8%
LFA
1225
Legacy Financial Advisors
Kentucky
$147K +$21.2K +1,512 +13%
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