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Name Holding Trade Value Shares
Change 		Change in
Stake
WAAG
3001
Wealth Alliance Advisory Group
Kansas
$452K +$1.83K +5 +0.4%
PRI
3002
Prepared Retirement Institute
Pennsylvania
$451K -$175K -478 -29%
JGIA
3003
Jackson Grant Investment Advisers
Connecticut
$450K +$365 +1 +0.1%
GWP
3004
Gateway Wealth Partners
Wisconsin
$450K -$43.5K -119 -9%
FFA
3005
Fi3 Financial Advisors
Indiana
$449K +$6.58K +18 +1%
GC
3006
Gibson Capital
Pennsylvania
$448K – – –
CANY
3007
Caxton Associates (New York)
New York
$447K – – –
BFA
3008
Beacon Financial Advisory
Ohio
$446K +$16.4K +45 +4%
OFW
3009
Omnia Family Wealth
Florida
$444K +$8.77K +24 +2%
RWM
3010
Revisor Wealth Management
Ohio
$444K +$203K +557 +84%
GF
3011
Gimbal Financial
Indiana
$443K – – –
SCM
3012
Seascape Capital Management
New Hampshire
$442K -$38K -104 -8%
HPIA
3013
Hamilton Point Investment Advisors
North Carolina
$442K +$31.1K +85 +8%
PO
3014
Private Ocean
California
$442K -$7.67K -21 -2%
SCM
3015
Steele Capital Management
Iowa
$441K -$31.4K -86 -7%
DIM
3016
Delta Investment Management
California
$441K -$40.6K -111 -9%
SIM
3017
SSI Investment Management
California
$440K -$4.75K -13 -1%
CW
3018
Channel Wealth
California
$440K -$950K -2,600 -69%
CPL
3019
CAP Partners LLC
Tennessee
$440K +$12.1K +33 +3%
AWP
3020
Abacus Wealth Partners
California
$439K +$75.6K +207 +22%
FHWM
3021
Fox Hill Wealth Management
Massachusetts
$438K +$78.5K +215 +23%
WLPWM
3022
Walled Lake Planning & Wealth Management
Illinois
$438K -$16.4K -45 -4%
AIM
3023
AHL Investment Management
Florida
$438K -$4.38K -12 -1%
CFGSD
3024
Compass Financial Group (South Dakota)
South Dakota
$438K -$6.58K -18 -2%
B
3025
Bellecapital
Switzerland
$437K – – –
119 120
121
122 123