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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
3626
Fairscale Capital
New Hampshire
$250K – – –
SOAG
3627
Silver Oak Advisory Group
Oregon
$250K – – –
BWP
3628
Barlow Wealth Partners
Kentucky
$250K – – –
ARG
3629
Advisory Resource Group
Oklahoma
$249K -$1.09K -3 -0.4%
FFWA
3630
Forthright Family Wealth Advisory
Texas
$249K -$2.9K -8 -1%
SHIM
3631
Stone House Investment Management
Pennsylvania
$248K +$17K +47 +7%
ASG
3632
Ariston Services Group
California
$248K +$18.8K +52 +8%
OPPS
3633
Obsidian Personal Planning Solutions
Maryland
$247K – – –
RAS
3634
RPS Advisory Solutions
Kentucky
$247K +$19.9K +55 +9%
CWA
3635
CogentBlue Wealth Advisors
Tennessee
$246K -$40.5K -112 -14%
SA
3636
Skyline Advisors
Washington
$246K -$3.62K -10 -1%
OLVIG
3637
Oliver Lagore Vanvalin Investment Group
Michigan
$246K +$242K +670 New
WFS
3638
WealthGarden F.S.
California
$245K -$9.05K -25 -4%
GP
3639
Guardian Partners
Canada
$245K -$12.7K -35 -5%
VW
3640
Vance Wealth
California
$245K +$15.9K +44 +7%
SIA
3641
Stegner Investment Associates
Kentucky
$244K – – –
RC
3642
Rovin Capital
Arizona
$244K – – –
NCFG
3643
New Century Financial Group
New Jersey
$244K -$514K -1,421 -68%
FFG
3644
Fortress Financial Group
Minnesota
$244K +$12.7K +35 +6%
KA
3645
KDT Advisors
New York
$243K +$1.09K +3 +0.5%
TCM
3646
Traub Capital Management
Massachusetts
$243K +$240K +664 New
PPWM
3647
Perissos Private Wealth Management
Oklahoma
$242K – – –
IPW
3648
Intergy Private Wealth
Colorado
$242K +$3.98K +11 +2%
POIA
3649
Pin Oak Investment Advisors
Texas
$242K -$266K -736 -53%
RAM
3650
Redmond Asset Management
Virginia
$242K +$27.5K +76 +13%
144 145
146
147 148