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Name Holding Trade Value Shares
Change 		Change in
Stake
RWRC
2551
R.W. Roge & Company
New York
$650K – – –
OWA
2552
Opal Wealth Advisors
New York
$649K +$22.1K +58 +4%
CBFP
2553
Cedar Brook Financial Partners
Ohio
$649K +$38.5K +101 +7%
MFC
2554
Morris Financial Concepts
South Carolina
$648K +$594K +1,561 New
TCM
2555
Tandem Capital Management
New Jersey
$647K -$248K -652 -30%
LFA
2556
Laraway Financial Advisors
Minnesota
$647K +$594K +1,560 New
SAM
2557
Secure Asset Management
Michigan
$644K +$6.09K +16 +1%
CWM
2558
Collaborative Wealth Management
Florida
$644K +$591K +1,552 New
ZIG
2559
Zuckerman Investment Group
Illinois
$643K +$53.3K +140 +10%
BWM
2560
Blossom Wealth Management
California
$643K +$75.8K +199 +15%
EDRIA
2561
Edmonds Duncan Registered Investment Advisors
Kansas
$641K -$19K -50 -3%
CF
2562
Corrigan Financial
Rhode Island
$640K +$36.2K +95 +7%
BAM
2563
Bellevue Asset Management
Washington
$639K – – –
EWA
2564
Encompass Wealth Advisors
Oregon
$639K – – –
MWM
2565
Madison Wealth Management
Ohio
$639K – – –
RFN
2566
RDA Financial Network
Iowa
$638K -$118K -309 -17%
HIIFS
2567
Harel Insurance Investments & Financial Services
Israel
$637K +$498K +1,308 +532%
VBWMG
2568
Von Berge Wealth Management Group
California
$637K +$661K +1,736 New
AA
2569
ALPS Advisors
Colorado
$636K +$584K +1,533 New
PWA
2570
Primoris Wealth Advisors
Florida
$636K +$584K +1,533 New
SFA
2571
Semmax Financial Advisors
North Carolina
$635K -$2.69M -7,062 -82%
SAM
2572
SignalPoint Asset Management
Missouri
$635K -$22.1K -58 -4%
RRWA
2573
Rainey & Randall Wealth Advisors
Florida
$633K +$1.52K +4 +0.3%
CRCM
2574
Corbett Road Capital Management
Virginia
$632K -$60.5K -159 -9%
LAM
2575
L2 Asset Management
Massachusetts
$632K +$580K +1,523 New
101 102
103
104 105