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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2626
Summit Financial Strategies
Ohio
$326K +$657 +2 +0.2%
LC
2627
Landaas & Company
Wisconsin
$325K – – –
AAP
2628
Arax Advisory Partners
Colorado
$325K +$43.7K +133 +16%
NC
2629
NinePointTwo Capital
California
$324K – – –
PCM
2630
Pointe Capital Management
Michigan
$321K – – –
GP
2631
Geneva Partners
Wisconsin
$321K +$321K +977 New
DAC
2632
Dividend Assets Capital
South Carolina
$319K – – –
SPWG
2633
Sage Private Wealth Group
Illinois
$318K +$4.6K +14 +1%
ACM
2634
Antonetti Capital Management
Florida
$318K +$318K +970 New
BA
2635
Bridge Advisory
California
$317K +$3.28K +10 +1%
TIAM2
2636
Tru Independence Asset Management 2
Oregon
$317K +$19.7K +60 +7%
BWA
2637
Bordeaux Wealth Advisors
California
$316K -$171K -522 -35%
BFS
2638
Bickling Financial Services
Massachusetts
$316K -$56.5K -172 -15%
BBL
2639
Beck Bode LLC
Massachusetts
$315K +$1.64K +5 +0.5%
ML
2640
McAdam LLC
Pennsylvania
$315K +$3.28K +10 +1%
AAM
2641
Augustine Asset Management
Florida
$315K +$34.8K +106 +12%
KPWG
2642
KFA Private Wealth Group
Virginia
$315K +$49.9K +152 +19%
SFS
2643
Strategic Financial Services
New York
$314K -$2.63K -8 -0.8%
PIA
2644
Powell Investment Advisors
Florida
$313K – – –
FFG
2645
Ford Financial Group
California
$309K – – –
TGAM
2646
TBH Global Asset Management
Tennessee
$309K – – –
MS
2647
Madden Securities
Texas
$308K -$842K -2,565 -73%
MWM
2648
Mascoma Wealth Management
New Hampshire
$308K -$4.92K -15 -2%
LRIA
2649
Leonard Rickey Investment Advisors
Washington
$307K -$2.96K -9 -1%
CTFG
2650
Capstone Triton Financial Group
Oklahoma
$307K – – –
104 105
106
107 108