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Name Holding Trade Value Shares
Change 		Change in
Stake
RPSA
3151
Richard P. Slaughter Associates
Texas
$233K +$214K +563 New
SDH
3152
Sloy Dahl & Holst
Washington
$232K – – –
PCFFS
3153
Pacific Center for Financial Services
California
$232K +$27K +71 +15%
AL
3154
ACAS LLC
California
$231K +$212K +557 New
CA
3155
Crumly & Associates
Illinois
$230K -$85.3K -224 -26%
TPWM
3156
Twelve Points Wealth Management
Massachusetts
$230K +$211K +554 New
VIM
3157
Vista Investment Management
Pennsylvania
$230K +$211K +555 New
KFS
3158
Kelly Financial Services
Massachusetts
$230K +$6.47K +17 +3%
PFA
3159
Peak Financial Advisors
Colorado
$229K +$210K +551 New
VFG
3160
V2 Financial group
Illinois
$228K +$209K +550 New
LSWM
3161
Lorne Steinberg Wealth Management
Canada
$228K +$209K +549 New
ARMC
3162
American Research & Management Company
Massachusetts
$226K – – –
CCA
3163
Column Capital Advisors
Indiana
$226K +$1.9K +5 +0.9%
CAP
3164
Columbia Advisory Partners
Washington
$225K +$206K +542 New
RWM
3165
Raffa Wealth Management
District of Columbia
$224K +$2.28K +6 +1%
CWM
3166
Cedar Wealth Management
California
$223K +$56.7K +149 +38%
PAM
3167
Peak Asset Management
Colorado
$222K +$204K +535 New
FPIS
3168
Financial Planning & Information Services
Wisconsin
$222K +$204K +536 New
IAG
3169
Investment Advisory Group
Massachusetts
$222K +$238K +625 New
JEST
3170
JTC Employer Solutions Trustee
Jersey
$220K – – –
MIM
3171
Meridiem Investment Management
United Kingdom
$220K – – –
RBCM
3172
Raub Brock Capital Management
California
$220K – – –
KJHP
3173
K.J. Harrison & Partners
Ontario, Canada
$220K +$202K +530 New
PWP
3174
Pursue Wealth Partners
California
$220K +$202K +530 New
RPGK
3175
Retirement Planning Group (Kansas)
Kansas
$220K +$202K +530 New
125 126
127
128 129