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Name Holding Trade Value Shares
Change 		Change in
Stake
PUI
2651
Purpose Unlimited Inc
$754K -$17.6K -54 -2%
BAM
2652
Broyhill Asset Management
North Carolina
$754K – – –
LWAM
2653
Legacy Wealth Asset Management
Minnesota
$751K +$1.63K +5 +0.2%
SFG
2654
Seamount Financial Group
Colorado
$750K +$19.8K +61 +3%
WC
2655
Weil Company
California
$750K +$4.23K +13 +0.6%
BA
2656
Ballast Advisors
Minnesota
$749K -$7.81K -24 -1%
NSB
2657
Norway Savings Bank
Maine
$749K -$21.5K -66 -3%
ASBI
2658
American State Bank (Iowa)
Iowa
$747K +$96.3K +296 +16%
PMG
2659
ProVise Management Group
Florida
$745K +$61.2K +188 +10%
AWS
2660
Aspen Wealth Strategies
Colorado
$742K -$60.5K -186 -8%
VAF
2661
Values Added Financial
District of Columbia
$742K +$33.5K +103 +5%
OWCM
2662
One Wealth Capital Management
Arizona
$742K +$381K +1,172 +126%
GPWM
2663
Grant Private Wealth Management
California
$742K +$64.1K +197 +10%
SFGM
2664
Stonebridge Financial Group (Missouri)
Missouri
$740K -$81.3K -250 -11%
WAL
2665
W Advisors LLC
Tennessee
$740K +$2.28K +7 +0.3%
JRPIM
2666
Journey Retirement Planning & Investment Management
Idaho
$737K -$35.5K -109 -5%
HWM
2667
Howard Wealth Management
Connecticut
$735K -$21.1K -65 -3%
SLG
2668
Stanley-Laman Group
Pennsylvania
$735K – – –
HVP
2669
Hudson Value Partners
Florida
$734K -$20.2K -62 -3%
BBPWM
2670
Blue Bell Private Wealth Management
Pennsylvania
$733K – – –
SFG
2671
Stonebridge Financial Group
California
$731K +$674K +2,073 New
FSA
2672
Franklin Street Advisors
North Carolina
$731K -$228K -702 -25%
EWA
2673
Etesian Wealth Advisors
Oregon
$730K -$102K -314 -13%
GTAM
2674
Global Trust Asset Management
Florida
$730K -$390K -1,200 -37%
KAM
2675
Knightsbridge Asset Management
California
$729K +$158K +486 +31%
105 106
107
108 109