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Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1901
Bordeaux Wealth Advisors
California
$563K +$613 +11 +0.1%
AIA
1902
Angeles Investment Advisors
California
$563K +$139K +2,497 +36%
TAM
1903
Townsend Asset Management
North Carolina
$561K -$2.9K -52 -0.5%
MCA
1904
MSH Capital Advisors
Arizona
$561K +$527K +9,471 New
KPW
1905
Kore Private Wealth
New York
$559K -$629K -11,288 -54%
PMA
1906
Prudent Man Advisors
Illinois
$559K -$87.9K -1,578 -14%
KPWG
1907
KFA Private Wealth Group
Virginia
$556K -$8.24K -148 -2%
OCM
1908
Orser Capital Management
Texas
$556K +$139K +2,500 +36%
BA
1909
Ballast Advisors
Minnesota
$555K +$6.96K +125 +1%
RFN
1910
RDA Financial Network
Iowa
$553K +$520K +9,338 New
AWA
1911
Aaron Wealth Advisors
Illinois
$552K -$30.5K -547 -6%
JSW
1912
Journey Strategic Wealth
New Jersey
$552K +$519K +9,318 New
IAP
1913
Indie Asset Partners
Indiana
$551K +$5.57K +100 +1%
GWSG
1914
GPS Wealth Strategies Group
Colorado
$551K +$15.4K +277 +3%
SIM
1915
Sadoff Investment Management
Wisconsin
$551K +$47K +844 +10%
MFC
1916
Morris Financial Concepts
South Carolina
$549K +$517K +9,279 New
SFG
1917
SNS Financial Group
Minnesota
$548K -$32.8K -589 -6%
BCPWM
1918
Bradley & Co Private Wealth Management
Florida
$548K – – –
CWM
1919
Connecticut Wealth Management
Connecticut
$548K +$2.78K +50 +0.5%
VCM
1920
Vigilant Capital Management
Maine
$548K +$383K +6,880 +289%
CCB
1921
Cutter & Co Brokerage
Missouri
$546K – – –
HFP
1922
Holistic Financial Partners
Indiana
$546K +$11.4K +204 +2%
SPWG
1923
Sage Private Wealth Group
Illinois
$546K +$14.9K +268 +3%
BWM
1924
Buckley Wealth Management
Nevada
$544K -$22.2K -399 -4%
SIG
1925
Sargent Investment Group
Maryland
$543K +$6.68K +120 +1%
75 76
77
78 79