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Name Holding Trade Value Shares
Change 		Change in
Stake
NA
3051
Nautilus Advisors
California
$276K -$3.49K -7 -1%
SIM
3052
Synergy Investment Management
Florida
$275K +$208K +417 +542%
OCM
3053
Osbon Capital Management
Massachusetts
$274K – – –
HWMO
3054
Heritage Wealth Management (Ohio)
Ohio
$274K -$2.99K -6 -1%
EFL
3055
ERn Financial LLC
Wisconsin
$274K -$4.49K -9 -2%
ARC
3056
Advisor Resource Council
Texas
$273K -$6.48K -13 -2%
VDI
3057
Vaughan David Investments
Illinois
$273K -$1.5K -3 -0.6%
PMFA
3058
Plante Moran Financial Advisors
Michigan
$273K +$5.49K +11 +2%
AA
3059
AJ Advisors
Tennessee
$273K +$499 +1 +0.2%
SWG
3060
Summit Wealth Group
Vermont
$272K -$53.9K -108 -17%
CSA
3061
Cornerstone Select Advisors
Missouri
$272K +$264K +529 New
KW
3062
Keyvantage Wealth
Pennsylvania
$271K -$99.7K -200 -27%
HFM
3063
Hartford Financial Management
Connecticut
$271K – – –
LWA
3064
Lifelong Wealth Advisors
Minnesota
$271K +$3.99K +8 +2%
PWA
3065
Phoenix Wealth Advisors
North Carolina
$271K – – –
PDL
3066
Portfolio Design Labs
California
$271K -$2.21M -4,423 -89%
RB
3067
Rodgers Brothers
Pennsylvania
$270K – – –
SAG
3068
Sentinel Advisory Group
Wisconsin
$270K – – –
IPA
3069
Investment Planning Advisors
Georgia
$270K +$262K +526 New
LFS
3070
Legacy Financial Strategies
Kansas
$270K +$11.5K +23 +5%
EA
3071
Emerald Advisors
Washington
$270K -$131K -262 -33%
SC
3072
Skylands Capital
Wisconsin
$270K – – –
PPWM
3073
PFG Private Wealth Management
Florida
$270K +$16.5K +33 +7%
GS
3074
GWN Securities
Florida
$270K -$58.3K -117 -18%
SCA
3075
Stonebridge Capital Advisors
Minnesota
$269K -$128K -257 -33%
121 122
123
124 125