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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
2551
American Investment Services
Massachusetts
$865K – – –
OBWG
2552
Onyx Bridge Wealth Group
New York
$865K -$10.9K -30 -1%
FWI
2553
Facet Wealth Inc
Maryland
$863K +$245K +673 +44%
SIAG
2554
Safeguard Investment Advisory Group
California
$862K +$196K +536 +34%
IIC
2555
Integrated Investment Consultants
Michigan
$861K +$11.3K +31 +1%
FMP
2556
Financial Management Professionals
Texas
$859K +$14.2K +39 +2%
CFO
2557
Collective Family Office
Pennsylvania
$856K -$32.8K -90 -4%
HWMG
2558
Hurlow Wealth Management Group
Indiana
$855K – – –
SPL
2559
Smart Portfolios LLC
Washington
$851K -$12.4K -34 -2%
IRC
2560
Investors Research Corp
Georgia
$851K -$36.5K -100 -5%
OCG
2561
Opus Capital Group
Ohio
$848K +$49.6K +136 +7%
PIS
2562
POM Investment Strategies
North Carolina
$848K +$5.84K +16 +0.8%
FC
2563
Fulcrum Capital
Washington
$847K – – –
TFA
2564
Trinity Financial Advisors
Ohio
$847K +$729 +2 +0.1%
FIM
2565
Fernwood Investment Management
Massachusetts
$846K -$106K -290 -12%
EIA
2566
Edgemoor Investment Advisors
Maryland
$846K +$52.9K +145 +7%
1WM
2567
1858 Wealth Management
Ohio
$845K -$6.2K -17 -0.8%
KA
2568
Kozak & Associates
Colorado
$843K +$31K +85 +4%
SFPG
2569
Stonebridge Financial Planning Group
Florida
$843K +$8.02K +22 +1%
HDIM
2570
Hanson & Doremus Investment Management
Vermont
$842K -$23K -63 -3%
OL
2571
Optas LLC
Texas
$841K +$94.8K +260 +14%
HC
2572
Hamilton Capital
Ohio
$841K -$46.3K -127 -6%
WP
2573
Wealthspan Partners
Iowa
$840K -$4.01K -11 -0.5%
ABTD
2574
Arvest Bank Trust Division
Oklahoma
$840K +$756K +2,072 New
WAL
2575
W Advisors LLC
Tennessee
$838K +$18.2K +50 +2%
101 102
103
104 105