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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
2726
Intrua Financial
Texas
$575K -$1.02K -3 -0.2%
ASBI
2727
American State Bank (Iowa)
Iowa
$575K +$682 +2 +0.1%
BMC
2728
Benin Management Corp
Connecticut
$573K -$1.02K -3 -0.2%
SCA
2729
Sippican Capital Advisors
Massachusetts
$572K – – –
RMF
2730
Red Mountain Financial
Colorado
$571K +$566K +1,660 New
RFM
2731
Royal Fund Management
Florida
$571K -$682K -1,998 -55%
UWS
2732
Unique Wealth Strategies
Illinois
$571K – – –
FCA
2733
Fortis Capital Advisors
Kansas
$569K +$24.9K +73 +5%
BHPW
2734
Beverly Hills Private Wealth
California
$568K -$222K -651 -28%
BBWP
2735
Beacon Bridge Wealth Partners
Pennsylvania
$567K +$18.4K +54 +3%
PWA
2736
Primoris Wealth Advisors
Florida
$566K +$4.43K +13 +0.8%
SP
2737
Stablepoint Partners
Massachusetts
$566K +$10.9K +32 +2%
VAF
2738
Values Added Financial
District of Columbia
$565K +$31.4K +92 +6%
WA1
2739
Wimmer Associates 1
California
$564K – – –
LWM
2740
LJI Wealth Management
Indiana
$564K – – –
DR
2741
Davis Rea
Ontario, Canada
$561K -$48.8K -143 -8%
CPA
2742
Cardiff Park Advisors
California
$561K – – –
SFC
2743
SYM Financial Corp
Indiana
$561K +$274K +802 +97%
EWA
2744
Encompass Wealth Advisors
Oregon
$558K – – –
PM
2745
Phraction Management
Connecticut
$557K – – –
TGAM
2746
TBH Global Asset Management
Tennessee
$556K -$52.5K -154 -9%
FWI
2747
Facet Wealth Inc
Maryland
$555K -$21.1K -62 -4%
LOIP
2748
Live Oak Investment Partners
Texas
$553K – – –
CAM
2749
Clark Asset Management
New Hampshire
$551K +$77.4K +227 +17%
WJA
2750
Willis Johnson & Associates
Texas
$551K +$43K +126 +9%
108 109
110
111 112