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Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
2101
OneAscent Financial Services
Alabama
$262K +$271K +5,465 New
ATPW
2102
Ashton Thomas Private Wealth
Arizona
$261K -$162K -3,265 -37%
SB
2103
Strategic Blueprint
Georgia
$259K +$3.17K +64 +1%
CAAS
2104
Capital Asset Advisory Services
Michigan
$259K +$22.9K +461 +9%
SS
2105
Sunbelt Securities
Texas
$258K -$20.1K -406 -7%
IOOF
2106
Independent Order of Foresters
Ontario, Canada
$258K +$28.8K +580 +12%
ACM
2107
AlphaStar Capital Management
North Carolina
$256K -$122K -2,454 -31%
CCM
2108
Colorado Capital Management
Colorado
$256K -$15.4K -310 -5%
NFG
2109
NewFocus Financial Group
Washington
$256K – – –
HIC
2110
Hartline Investment Corp
Illinois
$255K -$169K -3,405 -39%
AACR
2111
ACR Alpine Capital Research
Missouri
$255K +$347 +7 +0.1%
CWM
2112
Campbell Wealth Management
Virginia
$255K +$2.53K +51 +1%
KA
2113
Klingman & Associates
New York
$255K +$6.35K +128 +2%
EWM
2114
Executive Wealth Management
Michigan
$255K +$9.32K +188 +4%
PHS
2115
Pekin Hardy Strauss
Illinois
$253K -$24.8K -500 -9%
PV
2116
Private Vista
Illinois
$253K +$545 +11 +0.2%
PP
2117
PDS Planning
Ohio
$253K +$69.7K +1,406 +36%
MLFP
2118
MPS Loria Financial Planners
Illinois
$252K -$82.3K -1,659 -24%
GWM
2119
GSB Wealth Management
Connecticut
$252K +$1.83K +37 +0.7%
ACM
2120
AUA Capital Management
Pennsylvania
$251K – – –
TIA
2121
Tandem Investment Advisors
South Carolina
$251K +$52.6K +1,061 +25%
IA
2122
Independence Advisors
Pennsylvania
$249K +$45.3K +913 +21%
SRC
2123
Stone Run Capital
New York
$247K – – –
CRIG
2124
Charter Research & Investment Group
Connecticut
$246K – – –
DIA
2125
Davidson Investment Advisors
Montana
$245K -$13.6K -275 -5%
83 84
85
86 87