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Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1701
Operose Advisors
Wisconsin
$308K – – –
PAA
1702
Peregrine Asset Advisers
Oregon
$306K -$56.6K -1,500 -15%
AWM
1703
Aberdeen Wealth Management
Illinois
$306K – – –
CAWM
1704
Capital Advisors Wealth Management
Washington
$304K +$5.47K +145 +2%
HSWM
1705
Hubbell Strickland Wealth Management
Louisiana
$304K – – –
5NPW
1706
55 North Private Wealth
Florida
$303K +$310K +8,209 New
XWL
1707
XXI Wealth LLC
Illinois
$303K +$310K +8,205 New
WEG
1708
World Equity Group
Illinois
$303K -$6.46K -171 -2%
NAS
1709
NWF Advisory Services
California
$302K +$56.1K +1,486 +22%
HFAS
1710
Hummer Financial Advisory Services
Illinois
$302K – – –
BCB
1711
Brian C. Broderick
$301K -$136K -3,600 -31%
TA
1712
Tactive Advisors
Florida
$301K -$39.5K -1,047 -11%
SOAG
1713
Silver Oak Advisory Group
Oregon
$300K -$25.4K -674 -8%
CGA
1714
Crescent Grove Advisors
Illinois
$300K – – –
KLWA
1715
Kelly Lawrence W & Associates
California
$298K -$49.1K -1,300 -14%
PE
1716
PCM Encore
Colorado
$298K +$305K +8,082 New
SF
1717
Symphony Financial
Texas
$298K -$61.3K -1,623 -17%
FCG
1718
Fielder Capital Group
Tennessee
$298K +$12.4K +328 +4%
KOC
1719
Koss-Olinger Consulting
Florida
$297K -$421K -11,137 -58%
MFP
1720
Meridian Financial Partners
Virginia
$296K +$151 +4 +0.1%
DCP
1721
DSM Capital Partners
Florida
$296K +$302K +8,011 New
AWM
1722
Act Wealth Management
Texas
$295K – – –
FMB
1723
Field & Main Bank
Kentucky
$295K – – –
PWM
1724
Partnership Wealth Management
Maryland
$295K – – –
AAG
1725
Asset Advisory Group
New Jersey
$294K +$301K +7,974 New
67 68
69
70 71