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Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
1701
ICA Group Wealth Management
Colorado
$156K +$142K +1,530 New
ITIM
1702
Indiana Trust & Investment Management
Indiana
$155K – – –
BHWM
1703
Beaird Harris Wealth Management
Texas
$152K +$926 +10 +0.7%
WIM
1704
Westside Investment Management
California
$150K – – –
CA
1705
Centerpoint Advisors
Massachusetts
$149K -$5.28K -57 -4%
WA
1706
Wambolt & Associates
Colorado
$149K -$36.2K -391 -0.4%
AP
1707
Arlington Partners
Alabama
$149K -$2.22K -24 -2%
FFO
1708
Fortitude Family Office
Arizona
$143K +$130K +1,401 New
HGERS
1709
Householder Group Estate & Retirement Specialist
Arizona
$142K +$741 +8 +0.6%
OA
1710
Operose Advisors
Wisconsin
$141K -$97.7K -1,054 -43%
PFA
1711
Pathway Financial Advisers
Indiana
$140K +$185 +2 +0.1%
FCA
1712
FinTrust Capital Advisors
South Carolina
$139K +$5.28K +57 +4%
GIA
1713
GHP Investment Advisors
Colorado
$138K -$30.4K -328 -19%
EIM
1714
Essex Investment Management
Massachusetts
$138K – – –
NRG
1715
Nemes Rush Group
Michigan
$137K – – –
SWM
1716
Sanctuary Wealth Management
Idaho
$134K – – –
TCWA
1717
Turtle Creek Wealth Advisors
Texas
$133K +$121K +1,304 New
NFA
1718
Northwest Financial Advisors
Virginia
$132K +$121K +1,301 New
CFD
1719
Creative Financial Designs
Indiana
$131K +$10.6K +114 +10%
SS
1720
Sunbelt Securities
Texas
$130K +$1.39K +15 +1%
ME
1721
McIlrath & Eck
Washington
$130K -$926 -10 -0.8%
SL
1722
Salomon & Ludwin
Virginia
$128K – – –
CFFP
1723
Center for Financial Planning
Michigan
$128K +$1.48K +16 +1%
LA
1724
LM Advisors
California
$128K +$116K +1,256 New
QPBE
1725
Quintet Private Bank (Europe)
Luxembourg
$127K -$398K -4,298 -78%
67 68
69
70 71