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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2551
Pines Wealth Management
North Carolina
$436K -$29K -383 -6%
SDWIA
2552
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$435K -$1.97K -26 -0.5%
SIA
2553
Schear Investment Advisers
Ohio
$435K -$1.97K -26 -0.5%
TP
2554
TritonPoint Partners
Maryland
$435K +$429K +5,679 New
WAM
2555
Walker Asset Management
Missouri
$434K – – –
AT
2556
Adelphi Trust
Florida
$434K +$54.1K +716 +14%
NWA
2557
New World Advisors
Massachusetts
$431K -$43.8K -580 -9%
AIA
2558
Arbor Investment Advisors
North Carolina
$431K +$66.3K +877 +18%
CFGA
2559
Cambridge Financial Group (Arizona)
Arizona
$431K +$12.2K +162 +3%
ACM
2560
Adalta Capital Management
New York
$431K – – –
ACS
2561
Archford Capital Strategies
Illinois
$430K +$1.51K +20 +0.4%
MWS
2562
MFA Wealth Services
California
$429K +$5.44K +72 +1%
CWMK
2563
Caliber Wealth Management (Kansas)
Kansas
$428K +$40.7K +538 +11%
PWA
2564
Prairie Wealth Advisors
Nebraska
$426K – – –
SA
2565
SAM Advisors
California
$426K – – –
JBA
2566
Johnson Bixby & Associates
Washington
$425K +$302 +4 +0.1%
AWM
2567
Avaii Wealth Management
Wisconsin
$423K +$5.22K +69 +1%
TW
2568
Tempo Wealth
Ohio
$422K +$115K +1,521 +38%
JF
2569
Joule Financial
Kentucky
$422K -$8.09K -107 -2%
CA
2570
CGN Advisors
Kansas
$421K -$18.4K -244 -4%
AIMA
2571
Ables Iannone Moore & Associates
Georgia
$420K -$22.7K -300 -5%
CYG
2572
Clean Yield Group
Vermont
$420K -$12.5K -166 -3%
CVA
2573
Central Valley Advisors
California
$418K +$97.1K +1,284 +30%
XWM
2574
Xcel Wealth Management
Florida
$418K +$3.78K +50 +0.9%
ACP
2575
Argyle Capital Partners
California
$418K – – –
101 102
103
104 105