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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
2551
New World Advisors
Massachusetts
$469K +$8.06K +102 +2%
BIG
2552
Brookwood Investment Group
Arizona
$468K +$116K +1,465 +34%
DAM
2553
Doheny Asset Management
California
$468K – – –
OWA
2554
One Wealth Advisors
California
$468K +$57.4K +727 +14%
SCA
2555
Strathmore Capital Advisors
North Carolina
$468K -$1.5K -19 -0.3%
AWM
2556
Aviso Wealth Management
Washington
$467K -$21.3K -270 -4%
CVA
2557
Central Valley Advisors
California
$467K +$19.4K +246 +4%
CA
2558
CGN Advisors
Kansas
$466K +$16K +203 +4%
RA
2559
Riversedge Advisors
Delaware
$465K +$82.1K +1,040 +22%
WAM
2560
Walker Asset Management
Missouri
$465K +$1.34K +17 +0.3%
AT
2561
Adelphi Trust
Florida
$463K – – –
DAC
2562
Dividend Assets Capital
South Carolina
$463K -$128K -1,627 -22%
KWA
2563
Kellett Wealth Advisors
Ohio
$463K +$23.7K +300 +6%
EAM
2564
Empirical Asset Management
Massachusetts
$460K -$66.6K -843 -13%
RPCONE
2565
Retirement Planning Company of New England
Rhode Island
$460K -$23.5K -297 -5%
CWP
2566
Clark Wealth Partners
Illinois
$460K -$9.08K -115 -2%
ACM
2567
Adalta Capital Management
New York
$460K – – –
SWM
2568
Sterling Wealth Management
Illinois
$459K +$21.7K +275 +5%
PWM
2569
Pines Wealth Management
North Carolina
$458K -$6.95K -88 -2%
SIC
2570
Shoker Investment Counsel
Ohio
$458K -$155K -1,959 -26%
VW
2571
Vantus Wealth
Pennsylvania
$457K +$444K +5,623 New
LWA
2572
Legacy Wealth Advisors
Florida
$457K +$126K +1,598 +40%
SIA
2573
Schear Investment Advisers
Ohio
$455K -$9.16K -116 -2%
SA
2574
SAM Advisors
California
$455K – – –
BIAS
2575
Beacon Investment Advisory Services
New Jersey
$452K -$218K -2,759 -33%
101 102
103
104 105