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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1101
Strategic Blueprint
Georgia
$204K +$77.2K +254 +57%
WP
1102
WealthPLAN Partners
Nebraska
$204K +$187K +616 New
OHIS
1103
Oak Harvest Investment Services
Texas
$203K -$24.9K -82 -11%
TSA
1104
Tri-Star Advisors
Texas
$203K +$200K +657 New
CW
1105
CreativeOne Wealth
Kansas
$203K +$210K +691 New
MWM
1106
Maltin Wealth Management
New Jersey
$203K +$210K +692 New
PFM
1107
Parsec Financial Management
North Carolina
$201K +$180K +593 New
OWA
1108
One Wealth Advisors
California
$201K +$208K +684 New
MIM
1109
MTM Investment Management
South Carolina
$200K +$205K +674 New
AF
1110
Allworth Financial
California
$196K +$16.4K +54 +9%
MCA
1111
Mercer Capital Advisers
New Jersey
$195K – – –
PK
1112
Pflug Koory
Nebraska
$189K – – –
MPWT
1113
MassMutual Private Wealth & Trust
Connecticut
$180K -$4.25K -14 -2%
SAI
1114
Systematic Alpha Investments
New Jersey
$180K +$171K +564 New
BCA
1115
Berman Capital Advisors
Georgia
$170K -$163K -536 -48%
KIG
1116
Kowal Investment Group
Wisconsin
$168K +$174K +572 New
VRM
1117
Vectors Research Management
New York
$158K – – –
GCM
1118
Gables Capital Management
Florida
$144K – – –
WWM
1119
Wolff Wiese Magana
California
$143K +$33.1K +109 +29%
LAM
1120
Lountzis Asset Management
Pennsylvania
$139K – – –
PCFFS
1121
Pacific Center for Financial Services
California
$139K – – –
SWA
1122
SOA Wealth Advisors
New York
$139K – – –
CFA
1123
Carroll Financial Associates
North Carolina
$138K +$11.9K +39 +9%
BCM
1124
Blume Capital Management
California
$129K -$18.2K -60 -12%
IA
1125
IFP Advisors
Florida
$125K -$17.9K -59 -12%
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