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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2551
Clarus Wealth Advisors
Arizona
$430K +$391K +1,492 New
NRC
2552
New Republic Capital
North Carolina
$429K -$10.7K -41 -3%
RWM
2553
Rockline Wealth Management
New York
$429K +$25.7K +98 +7%
ACM
2554
Armbruster Capital Management
New York
$428K -$8.64K -33 -2%
RGF
2555
Retirement Guys Formula
Ohio
$428K -$28K -107 -7%
GAM
2556
Gemmer Asset Management
California
$428K +$524 +2 +0.1%
SIC
2557
SJS Investment Consulting
Ohio
$427K +$23K +88 +6%
MWA
2558
Monograph Wealth Advisors
California
$427K -$262 -1 -0.1%
RG
2559
Renaissance Group
Kentucky
$427K – – –
JWM
2560
Jacksonville Wealth Management
Florida
$427K +$262 +1 +0.1%
WAG
2561
Wallace Advisory Group
California
$426K -$5.76K -22 -1%
CRI
2562
Colonial River Investments
Virginia
$426K -$33.5K -128 -8%
RPA
2563
Rock Point Advisors
Vermont
$426K – – –
HI
2564
Human Investing
Oregon
$425K -$8.64K -33 -2%
HAS
2565
Horizon Advisory Services
New York
$425K – – –
KBG
2566
Kahn Brothers Group
New York
$425K – – –
SPI
2567
Sutton Place Investors
New York
$425K -$39.5K -151 -9%
GMFG
2568
Greater Midwest Financial Group
Minnesota
$424K +$2.62K +10 +0.7%
WW
2569
Westshore Wealth
California
$423K -$52.4K -200 -12%
FFA
2570
Fortune Financial Advisors
Kansas
$423K – – –
GWA
2571
Gibson Wealth Advisors
Texas
$423K – – –
IR
2572
IAT Reinsurance
New York
$423K – – –
LAM
2573
Lountzis Asset Management
Pennsylvania
$423K – – –
NSCM
2574
New South Capital Management
Tennessee
$423K – – –
SWA
2575
Strata Wealth Advisors
Texas
$422K +$391K +1,495 New
101 102
103
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