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Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
3026
TRUE Private Wealth Advisors
Oregon
$562K +$17.7K +45 +3%
GJWM
3027
Gilliland Jeter Wealth Management
Arkansas
$561K +$5.9K +15 +1%
CAGAS
3028
Capital Advisory Group Advisory Services
Minnesota
$560K -$14.9K -38 -3%
RWS
3029
Resolute Wealth Strategies
Mississippi
$560K +$1.97K +5 +0.4%
BAM
3030
Bellevue Asset Management
Washington
$559K -$76.7K -195 -12%
EWA
3031
Exit Wealth Advisors
Georgia
$559K +$543K +1,380 New
CNBOF
3032
City National Bank of Florida
Florida
$558K +$24.8K +63 +5%
SFS
3033
Security Financial Services
Indiana
$558K +$46.8K +119 +9%
ERIC
3034
Eagle Rock Investment Company
Georgia
$557K -$10.2K -26 -2%
IWN
3035
Independent Wealth Network
Iowa
$555K -$567K -1,443 -51%
FNBSF
3036
First National Bank Sioux Falls
South Dakota
$554K – – –
AFW
3037
Avantra Family Wealth
Pennsylvania
$553K +$4.72K +12 +0.9%
ML
3038
Mayport LLC
Massachusetts
$553K +$9.83K +25 +2%
TCM
3039
Tufton Capital Management
Maryland
$552K – – –
CIA
3040
Caerus Investment Advisors
Texas
$551K +$535K +1,361 New
CAM
3041
Claret Asset Management
Quebec, Canada
$551K – – –
SL
3042
Salomon & Ludwin
Virginia
$550K +$140K +357 +34%
GFWA
3043
Grey Fox Wealth Advisors
Delaware
$550K -$1.18K -3 -0.2%
RIM
3044
Rakuten Investment Management
Japan
$549K +$3.27M +8,317 New
AHL
3045
Abel Hall LLC
Louisiana
$549K +$8.65K +22 +2%
SCM
3046
Saxony Capital Management
Missouri
$549K +$27.5K +70 +5%
WIA
3047
Wetzel Investment Advisors
Indiana
$549K -$12.6K -32 -2%
PWA
3048
Physician Wealth Advisors
Utah
$548K +$92.4K +235 +21%
HSWM
3049
Hubbell Strickland Wealth Management
Louisiana
$547K – – –
AF
3050
AtlasMark Financial
Texas
$547K – – –
120 121
122
123 124