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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2901
IAM Advisory
Pennsylvania
$228K -$457 -7 -0.2%
CA
2902
Claris Advisors
Missouri
$228K +$5.74K +88 +2%
MFG
2903
Menard Financial Group
Texas
$227K -$4.24K -65 -2%
FC
2904
FCA Corp
Texas
$227K -$10.3K -158 -4%
PWP
2905
Phillips Wealth Planners
Mississippi
$227K +$20.6K +315 +9%
CGH
2906
CMG Global Holdings
Texas
$227K -$979 -15 -0.4%
CIP
2907
Capital Insight Partners
Arizona
$227K -$11.8K -180 -5%
PWP
2908
Perfromance Wealth Partners
Illinois
$227K +$238K +3,639 New
SWM
2909
Scissortail Wealth Management
Oklahoma
$226K +$236K +3,614 +20,078%
PP
2910
PFS Partners
New Jersey
$226K +$65 +1 +0%
SIG
2911
Sargent Investment Group
Maryland
$226K +$15.9K +243 +7%
WTFG
2912
Wells Trecaso Financial Group
Ohio
$225K +$10.7K +164 +5%
WF
2913
Warner Financial
Maryland
$225K +$236K +3,613 New
IA
2914
IFG Advisors
Missouri
$224K -$404K -6,190 -63%
EGA
2915
E&G Advisors
Texas
$224K – – –
MCM
2916
M1 Capital Management
Michigan
$223K +$234K +3,587 New
NI
2917
NCP Inc
California
$222K – – –
TFA
2918
Tobias Financial Advisors
Florida
$222K +$233K +3,564 New
DI
2919
Disciplined Investments
Oklahoma
$222K +$1.04K +16 +0.5%
WA
2920
Wambolt & Associates
Colorado
$221K -$80.4K -1,231 -26%
MSR
2921
Main Street Research
Connecticut
$221K +$4.37K +67 +2%
CWC
2922
Carolinas Wealth Consulting
North Carolina
$221K +$196 +3 +0.1%
KWS
2923
Keystone Wealth Services
California
$220K -$27K -414 -10%
TBWA
2924
Three Bridge Wealth Advisors
California
$220K -$5.81K -89 -2%
BIM
2925
Breakwater Investment Management
Washington
$220K – – –
115 116
117
118 119