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Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
2251
DT Investment Partners
Pennsylvania
$960K +$119K +213 +15%
LMFP
2252
Larry Mathis Financial Planning
Arizona
$958K +$938K +1,678 New
MAM
2253
McLaughlin Asset Management
Illinois
$957K +$937K +1,676 New
RWM
2254
Riverbend Wealth Management
South Carolina
$952K +$59.8K +107 +7%
HPM
2255
Hoxton Planning & Management
West Virginia
$952K +$16.2K +29 +2%
CFG
2256
Carr Financial Group
Massachusetts
$951K -$16.2K -29 -2%
WAM
2257
Werlinich Asset Management
Connecticut
$949K – – –
FAOAI
2258
Fund Advisors of America Inc
Florida
$948K +$928K +1,660 New
PPWM
2259
Paragon Private Wealth Management
Kentucky
$948K +$115K +205 +14%
ACG
2260
Allen Capital Group
Nebraska
$946K +$49.2K +88 +6%
SA
2261
SPWM Advisors
Michigan
$945K +$926K +1,656 New
BWM
2262
BCS Wealth Management
Tennessee
$944K +$466K +834 +102%
BWM
2263
Bernicke Wealth Management
Wisconsin
$944K +$924K +1,653 New
OPA
2264
Old Port Advisors
Maine
$942K +$1.68K +3 +0.2%
OFG
2265
Oxford Financial Group
Indiana
$942K -$21.8K -39 -2%
TIM
2266
Tevis Investment Management
Texas
$941K – – –
RPSA
2267
Richard P. Slaughter Associates
Texas
$941K -$150K -268 -14%
TCWM
2268
Total Clarity Wealth Management
Illinois
$937K +$33K +59 +4%
CG
2269
Corundum Group
Colorado
$936K -$393K -703 -30%
PAG
2270
Paladin Advisory Group
Iowa
$936K -$38K -68 -4%
CWA
2271
Consilium Wealth Advisory
Texas
$935K – – –
PUI
2272
Purpose Unlimited Inc
$932K +$912K +1,632 New
DEM
2273
Disciplined Equity Management
Florida
$931K -$22.4K -40 -2%
CWS
2274
Cypress Wealth Services
California
$928K +$231K +414 +34%
LA
2275
Latitude Advisors
Florida
$926K +$6.71K +12 +0.7%
89 90
91
92 93