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Name Holding Trade Value Shares
Change 		Change in
Stake
NF
2826
NavPoint Financial
Minnesota
$302K – – –
SAM
2827
S.A. Mason
Michigan
$302K +$12.7K +47 +4%
ARG
2828
Advisory Resource Group
Oklahoma
$301K +$6.22K +23 +2%
EWA
2829
Encompass Wealth Advisors
Oregon
$300K +$10.8K +40 +3%
WAM
2830
Walker Asset Management
Missouri
$300K +$15.4K +57 +5%
PFA
2831
Professional Financial Advisors
Nebraska
$300K +$13.8K +51 +4%
BWM
2832
Biltmore Wealth Management
Arizona
$299K – – –
RFS
2833
Retirement Financial Solutions
Tennessee
$299K +$333K +1,232 New
CCS
2834
Concentric Capital Strategies
Connecticut
$298K -$1.86M -6,868 -85%
CFG
2835
Chapman Financial Group
Hawaii
$298K +$6.76K +25 +2%
BWM
2836
BlackDiamond Wealth Management
New York
$298K +$271 +1 +0.1%
KBG
2837
Kahn Brothers Group
New York
$298K – – –
MIA
2838
MeadowBrook Investment Advisors
Michigan
$297K +$35.7K +132 +12%
PPG
2839
Peak Planning Group
Colorado
$297K +$66.3K +245 +25%
CFS
2840
Cannon Financial Strategists
Georgia
$297K +$1.62K +6 +0.5%
B
2841
Bellecapital
Switzerland
$296K -$460K -1,699 -58%
NWM
2842
Northwest Wealth Management
Iowa
$295K -$6.22K -23 -2%
RW
2843
RVW Wealth
California
$295K -$6.49K -24 -2%
MWM
2844
Mittelman Wealth Management
Massachusetts
$295K -$81.7K -302 -20%
JFGLC
2845
Johnson Financial Group LLC (Colorado)
Colorado
$294K +$328K +1,214 New
EA
2846
Ellsworth Advisors
Ohio
$294K -$5.68K -21 -2%
SAM
2847
Smithbridge Asset Management
Pennsylvania
$294K +$328K +1,213 New
JTWM
2848
Jackson Thornton Wealth Management
Alabama
$294K +$39.5K +146 +13%
LC
2849
Lincoln Capital
Nebraska
$294K +$9.2K +34 +3%
S
2850
Sunpointe
Missouri
$293K -$22.5K -83 -6%
112 113
114
115 116