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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2526
Financial Advisors
Massachusetts
$253K – – –
BWM
2527
Baystate Wealth Management
Massachusetts
$253K +$2.11K +35 +0.9%
OCM
2528
One Capital Management
California
$252K -$16.5K -273 -6%
AA
2529
AlphaCentric Advisors
Puerto Rico
$252K +$50K +828 +26%
MF
2530
Manchester Financial
California
$252K -$8.99K -149 -4%
BSSFA
2531
Baron Silver Stevens Financial Advisors
Florida
$251K +$238K +3,942 New
CGFA
2532
Colton Groome Financial Advisors
North Carolina
$251K – – –
WI
2533
Wedgewood Investors
Pennsylvania
$249K +$237K +3,921 New
CIM
2534
Chapman Investment Management
California
$249K – – –
NC
2535
NBW Capital
Massachusetts
$249K +$237K +3,918 New
GWAM
2536
Guardian Wealth Advisors (Minnesota)
Minnesota
$249K -$2.66K -44 -1%
CBB
2537
Citizens Business Bank
California
$248K – – –
EGA
2538
E&G Advisors
Texas
$248K -$62.8K -1,040 -21%
BWM
2539
BCGM Wealth Management
Indiana
$247K +$845 +14 +0.4%
WAOI
2540
Wealth Advisors of Iowa
Iowa
$247K +$235K +3,886 New
MAG
2541
MRA Advisory Group
New Jersey
$246K +$233K +3,862 New
IAG
2542
Ipsen Advisor Group
Arkansas
$246K +$233K +3,861 New
WOSD
2543
WFA of San Diego
California
$246K -$18.1K -300 -7%
AFM
2544
Abbot Financial Management
Massachusetts
$245K +$233K +3,856 New
HKIMG
2545
Hutchens & Kramer Investment Management Group
Indiana
$245K +$233K +3,855 New
CSWM
2546
Cassady Schiller Wealth Management
Ohio
$245K -$24.9K -413 -10%
GM
2547
GeoWealth Management
Illinois
$245K -$284K -4,704 -55%
IHWM
2548
Iron Horse Wealth Management
Iowa
$245K +$179K +2,973 +337%
CIA
2549
Caerus Investment Advisors
Texas
$245K – – –
SFWA
2550
Summit Financial Wealth Advisors
Louisiana
$245K +$21.6K +357 +10%
100 101
102
103 104