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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1226
Acropolis Investment Management
Missouri
$151K +$755 +61 +0.5%
PWS
1227
Precision Wealth Strategies
Missouri
$150K – – –
PWA
1228
Physician Wealth Advisors
Utah
$150K +$129K +10,441 New
PP
1229
PDS Planning
Ohio
$150K +$4K +323 +3%
AS
1230
AM Squared
Hong Kong
$150K +$148K +11,962 New
OPWM
1231
Oxinas Partners Wealth Management
Indiana
$150K +$18.9K +1,530 +15%
FCAS
1232
First Command Advisory Services
Texas
$150K +$2.04K +165 +1%
WP
1233
WMS Partners
Maryland
$150K -$7.69K -622 -5%
B
1234
BetterWealth
California
$150K +$198 +16 +0.1%
TWP
1235
Tyche Wealth Partners
Texas
$149K -$11.1K -900 -7%
SFP
1236
Sweet Financial Partners
Minnesota
$149K -$11.8K -956 -7%
TSWM
1237
Tyler-Stone Wealth Management
Ohio
$149K -$17.6K -1,422 -11%
WA
1238
WBH Advisory
Maryland
$149K -$433 -35 -0.3%
AFA
1239
American Financial Advisors
Georgia
$148K -$8.5K -687 -6%
SP
1240
Successful Portfolios
Florida
$147K +$87 +7 +0.1%
GI
1241
GAMCO Investors
Connecticut
$147K -$9.9K -800 -6%
BCM
1242
Birmingham Capital Management
Alabama
$147K – – –
PSCM
1243
Per Stirling Capital Management
Texas
$146K +$62 +5 +0%
SC
1244
Sepio Capital
Utah
$146K +$5.99K +484 +4%
FPFS
1245
First Personal Financial Services
North Carolina
$146K – – –
AC
1246
Allstate Corporation
Illinois
$145K -$11K -888 -7%
VC
1247
Vicus Capital
Pennsylvania
$145K -$11K -889 -7%
LF
1248
Lantz Financial
Illinois
$145K -$569 -46 -0.4%
CCA
1249
Carrera Capital Advisors
Michigan
$144K +$142K +11,505 New
PM
1250
Penbrook Management
New York
$144K – – –
48 49
50
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