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Name Holding Trade Value Shares
Change 		Change in
Stake
BB
2801
Bell Bank
North Dakota
$413K – – –
PWM
2802
Palumbo Wealth Management
New York
$413K – – –
IIM
2803
Ipswich Investment Management
Massachusetts
$412K – – –
KBFS
2804
Kohmann Bosshard Financial Services
Ohio
$412K – – –
AC
2805
AlphaCore Capital
California
$412K +$26.7K +74 +6%
CA
2806
Centerpoint Advisors
Massachusetts
$411K -$36K -100 -8%
AFS
2807
Axiom Financial Strategies
Indiana
$411K – – –
MGAM
2808
McGowan Group Asset Management
Texas
$411K – – –
CF
2809
Corrigan Financial
Rhode Island
$410K – – –
HFS
2810
Howard Financial Services
Texas
$409K +$7.2K +20 +2%
MIA
2811
MainStreet Investment Advisors
Illinois
$409K +$11.2K +31 +3%
LAM
2812
LifePro Asset Management
California
$408K +$21.3K +59 +5%
WA
2813
WESPAC Advisors
California
$408K +$433K +1,202 New
SC
2814
Shay Capital
New York
$407K -$336K -934 -44%
WCFA
2815
Walkner Condon Financial Advisors
Wisconsin
$407K +$52.2K +145 +14%
KCM
2816
Karp Capital Management
California
$407K +$75.3K +209 +21%
ACM
2817
Ashford Capital Management
Delaware
$407K +$432K +1,200 New
CC
2818
Callan Capital
California
$405K -$74.6K -207 -15%
WIA
2819
World Investment Advisors
California
$405K -$6.48K -18 -1%
P
2820
Palladiem
Pennsylvania
$405K – – –
MWA
2821
Moser Wealth Advisors
Washington
$405K +$17.3K +48 +4%
FSWA
2822
Financial Synergies Wealth Advisors
Texas
$405K +$103K +285 +31%
ARC
2823
Advisor Resource Council
Texas
$404K -$4.31M -11,968 -91%
LC
2824
Lincoln Capital
Nebraska
$404K – – –
RWG
2825
Regal Wealth Group
California
$403K – – –
111 112
113
114 115