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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2576
AllGen Financial Advisors
Florida
$932K – – –
MPAM
2577
Murphy Pohlad Asset Management
Minnesota
$931K – – –
CF
2578
Cyr Financial
Illinois
$931K +$23.2K +59 +3%
CFA
2579
Cahill Financial Advisors
Minnesota
$930K +$9.44K +24 +1%
MTIC
2580
Missouri Trust & Investment Company
Missouri
$930K +$9.83K +25 +1%
PWM
2581
Purus Wealth Management
California
$929K +$19.7K +50 +2%
LOIP
2582
Live Oak Investment Partners
Texas
$928K +$381K +970 +73%
PBF
2583
Petix & Botte Financial
California
$928K +$786 +2 +0.1%
LKIM
2584
Lawson Kroeker Investment Management
Nebraska
$927K – – –
FNC
2585
First National Corp
Massachusetts
$927K +$34.6K +88 +4%
IGGA
2586
Iron Gate Global Advisors
Utah
$926K -$114K -289 -11%
UW
2587
Unique Wealth
Florida
$924K +$10.6K +27 +1%
AWS
2588
Aspen Wealth Strategies
Colorado
$920K +$18.1K +46 +2%
RLH
2589
RD Lewis Holdings
Florida
$920K – – –
LWP
2590
LMG Wealth Partners
Louisiana
$919K +$393 +1 +0%
OWA
2591
Opal Wealth Advisors
New York
$918K -$22.8K -58 -2%
PIA
2592
Powell Investment Advisors
Florida
$916K – – –
LWM
2593
Liberty Wealth Management
California
$915K -$1.97K -5 -0.2%
SIAG
2594
Safeguard Investment Advisory Group
California
$915K -$71.6K -182 -7%
BFA
2595
Beacon Financial Advisory
Ohio
$914K +$148K +377 +20%
AIP
2596
Alexis Investment Partners
Texas
$914K -$247K -628 -22%
CWM
2597
Centurion Wealth Management
Virginia
$913K +$190K +483 +27%
DFG
2598
Demars Financial Group
Washington
$913K +$118K +301 +15%
MLFP
2599
MPS Loria Financial Planners
Illinois
$911K +$786 +2 +0.1%
PWMA
2600
Pension & Wealth Management Advisors
Massachusetts
$910K +$13.4K +34 +2%
102 103
104
105 106