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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2726
Scissortail Wealth Management
Oklahoma
$261K -$248K -3,627 -100%
PP
2727
PFS Partners
New Jersey
$261K +$68 +1 +0%
OSNBOA
2728
Old Second National Bank of Aurora
Illinois
$260K – – –
CWM
2729
CCG Wealth Management
California
$260K +$10.2K +149 +4%
LRWA
2730
Long Run Wealth Advisors
New York
$259K – – –
GWAG
2731
Garrett Wealth Advisory Group
Texas
$259K +$247K +3,604 New
DW
2732
Dodds Wealth
Colorado
$259K +$25.3K +370 +11%
5SA
2733
5th Street Advisors
Connecticut
$259K +$247K +3,600 New
TFA
2734
Trinity Financial Advisors
Ohio
$258K +$753 +11 +0.3%
WIM
2735
Warwick Investment Management
Texas
$258K +$7.94K +116 +3%
EGA
2736
E&G Advisors
Texas
$258K -$6.85K -100 -3%
PWM
2737
Power Wealth Management
Georgia
$257K -$8.22K -120 -3%
NI
2738
NCP Inc
California
$257K +$20.5K +300 +9%
CWC
2739
Carolinas Wealth Consulting
North Carolina
$256K +$22.5K +329 +10%
CA
2740
Claris Advisors
Missouri
$256K +$244K +3,569 New
NWA
2741
Navis Wealth Advisors
New York
$256K +$1.16K +17 +0.5%
C
2742
Covestor
United Kingdom
$256K +$3.77K +55 +2%
HOWA
2743
Heritage Oak Wealth Advisors
Florida
$256K -$300K -4,382 -55%
NWWA
2744
New Wave Wealth Advisors
Arkansas
$256K -$49.7K -726 -17%
CWA
2745
CM Wealth Advisors
Ohio
$255K – – –
AF
2746
Affiance Financial
Minnesota
$255K – – –
DI
2747
Disciplined Investments
Oklahoma
$255K – – –
CT
2748
Coastline Trust
Rhode Island
$254K – – –
AWM
2749
Act Wealth Management
Texas
$254K +$2.05K +30 +0.9%
BIM
2750
Breakwater Investment Management
Washington
$254K – – –
108 109
110
111 112