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Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
2576
UP Strategic Wealth Investment Advisors
Pennsylvania
$859K -$166K -425 -15%
FMP
2577
Financial Management Professionals
Texas
$859K +$18.7K +48 +2%
CFA
2578
Cahill Financial Advisors
Minnesota
$858K +$26.5K +68 +3%
KW
2579
KWB Wealth
California
$857K +$43.3K +111 +5%
DSN
2580
D. Scott Neal
Kentucky
$856K – – –
BIA
2581
Benchmark Investment Advisors
Illinois
$856K -$112K -287 -11%
TWA
2582
Talisman Wealth Advisors
New Jersey
$855K -$30.8K -79 -3%
GWA
2583
Gratus Wealth Advisors
Virginia
$855K -$31.2K -80 -3%
KWM
2584
Kingsman Wealth Management
Florida
$853K +$907K +2,327 New
SCP
2585
Stamos Capital Partners
California
$852K -$348K -894 -28%
AWS
2586
Aspen Wealth Strategies
Colorado
$851K -$4.68K -12 -0.5%
EA
2587
Everpar Advisors
Oklahoma
$851K -$88.5K -227 -9%
FFA
2588
Fragasso Financial Advisors
Pennsylvania
$851K -$64.7K -166 -7%
LA
2589
LexAurum Advisors
Kansas
$851K -$16.4K -42 -2%
UAG
2590
United Advisor Group
Ohio
$850K -$297K -761 -25%
JSAM
2591
J. Safra Asset Management
New York
$848K +$168K +432 +23%
FHC
2592
First Heartland Consultants
Missouri
$848K -$63.1K -162 -7%
TP
2593
Tranquility Partners
Tennessee
$848K +$3.12K +8 +0.3%
LWM
2594
Lionshead Wealth Management
New York
$848K -$9.35K -24 -1%
AFA
2595
AllGen Financial Advisors
Florida
$843K – – –
CM
2596
Castleark Management
Illinois
$843K – – –
MPAM
2597
Murphy Pohlad Asset Management
Minnesota
$842K +$39K +100 +5%
PVM
2598
Palogic Value Management
Texas
$842K +$104K +268 +13%
HCP
2599
Hexagon Capital Partners
Arkansas
$841K -$98.2K -252 -10%
WFAG
2600
Worth Financial Advisory Group
North Carolina
$840K -$521K -1,338 -37%
102 103
104
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