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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
2126
Occidental Asset Management
California
$640K -$38K -534 -6%
MIM
2127
Morningstar Investment Management
Illinois
$639K +$643K +9,028 New
AC
2128
Allstate Corporation
Illinois
$636K -$10.2M -142,494 -94%
V
2129
ViaWealth
Kansas
$635K -$34K -477 -5%
CWM
2130
Centricity Wealth Management
Ohio
$635K -$78.7K -1,105 -11%
PMSA
2131
Patrick M. Sweeney & Associates
Illinois
$635K -$6.55K -92 -1%
FNBSF
2132
First National Bank Sioux Falls
South Dakota
$635K +$3.06K +43 +0.5%
MW
2133
MBL Wealth
North Carolina
$634K +$274K +3,842 +75%
AGWCA
2134
Annis Gardner Whiting Capital Advisors
Florida
$633K +$114K +1,604 +22%
CSC
2135
Caldwell Sutter Capital
California
$633K -$9.12K -128 -1%
RC
2136
Rexford Capital
Texas
$633K +$637K +8,945 New
CS
2137
Capital Square
Tennessee
$633K -$50.2K -705 -7%
SFG
2138
Snider Financial Group
Washington
$633K -$5.84K -82 -0.9%
MWA
2139
Monograph Wealth Advisors
California
$629K +$5.2K +73 +0.8%
CIC
2140
Chilton Investment Company
Connecticut
$629K +$70.4K +988 +13%
SCP
2141
Sivia Capital Partners
California
$628K -$7.41K -104 -1%
KOC
2142
Koss-Olinger Consulting
Florida
$628K -$25.1K -353 -4%
BCPWM
2143
Bradley & Co Private Wealth Management
Florida
$627K -$49.5K -695 -7%
JWM
2144
Jeppson Wealth Management
California
$625K -$2.85K -40 -0.5%
MWM
2145
Mattern Wealth Management
Kansas
$623K – – –
AC
2146
ASB Consultores
Florida
$623K +$33.8K +474 +6%
LFA
2147
Laraway Financial Advisors
Minnesota
$622K -$641 -9 -0.1%
IIC
2148
Integrated Investment Consultants
Michigan
$622K -$587K -8,236 -48%
RWA
2149
River Wealth Advisors
Pennsylvania
$620K +$28.3K +397 +5%
FCMT
2150
Founders Capital Management (Texas)
Texas
$620K -$148K -2,071 -19%
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86
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