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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1826
Sound Income Strategies
Florida
$709K +$10.4K +33 +1%
SW
1827
SkyOak Wealth
Michigan
$708K -$84.2K -268 -10%
SFG
1828
Sovereign Financial Group
Connecticut
$708K +$10.7K +34 +1%
TW
1829
Tempo Wealth
Ohio
$707K +$267K +849 +52%
BWM
1830
BAM Wealth Management
Colorado
$706K -$75.1K -239 -9%
HIA
1831
HFM Investment Advisors
New Jersey
$706K +$73.9K +235 +10%
GFA
1832
Gallagher Fiduciary Advisors
Illinois
$705K +$7.86K +25 +1%
BE
1833
Bonness Enterprises
District of Columbia
$705K – – –
PTP
1834
Platform Technology Partners
New York
$704K +$79.5K +253 +11%
BWM
1835
Bernicke Wealth Management
Wisconsin
$704K -$8.8K -28 -1%
BNA
1836
BankChampaign National Association
Illinois
$704K +$48.7K +155 +7%
MCCA
1837
Mill Creek Capital Advisors
Pennsylvania
$703K +$13.2K +42 +2%
MWA
1838
Midland Wealth Advisors
Illinois
$701K +$6.29K +20 +0.8%
FNBOH
1839
First National Bank of Hutchinson
Kansas
$699K +$775K +2,465 New
VDC
1840
Van Diest Capital
Iowa
$699K +$469K +1,493 +154%
MBTD
1841
Mechanics Bank - Trust Department
California
$698K – – –
AWAG
1842
ARS Wealth Advisors Group
Florida
$697K +$13.2K +42 +2%
RPC
1843
Rossmore Private Capital
Connecticut
$696K – – –
KLCM
1844
KG&L Capital Management
Louisiana
$695K -$33K -105 -4%
WFA
1845
Wellspring Financial Advisors
Ohio
$694K +$49.3K +157 +7%
WEG
1846
World Equity Group
Illinois
$694K +$7.54K +24 +1%
BA
1847
Ballast Advisors
Minnesota
$694K +$66K +210 +9%
SCM
1848
Sunbeam Capital Management
Georgia
$691K +$314 +1 +0%
LI
1849
LRI Investments
Florida
$690K +$12.6K +40 +2%
TFA
1850
Transamerica Financial Advisors
Florida
$689K +$168K +533 +28%
72 73
74
75 76