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Name Holding Trade Value Shares
Change 		Change in
Stake
AO
2851
Advisor OS
Illinois
$512K +$81.3K +245 +19%
BWP
2852
Bernardo Wealth Planning
Pennsylvania
$512K +$133K +400 +36%
APIM
2853
Agate Pass Investment Management
Washington
$511K +$505K +1,520 New
KC
2854
Kenfarb & Co
Kentucky
$511K +$505K +1,520 New
AMR
2855
Asset Management Resources
Massachusetts
$510K +$503K +1,515 New
IF
2856
Integrity Financial
Wyoming
$509K +$503K +1,514 New
FNT
2857
First Nebraska Trust
Nebraska
$509K +$1.33K +4 +0.3%
TC
2858
Tatro Capital
Kentucky
$508K +$301K +906 +150%
CA
2859
Claris Advisors
Missouri
$507K +$500K +1,506 New
ACP
2860
Aveo Capital Partners
Colorado
$506K +$10.6K +32 +2%
EPM
2861
Equitec Proprietary Markets
Illinois
$506K +$500K +1,505 New
NRW
2862
Nova R Wealth
Kansas
$506K +$500K +1,505 New
CM
2863
Castleark Management
Illinois
$505K -$64.8M -195,065 -99%
SCS
2864
Syquant Capital SAS
France
$505K – – –
LF
2865
LifeSteps Financial
California
$505K +$86.3K +260 +21%
SPM
2866
Symmetry Peak Management
Pennsylvania
$505K +$498K +1,500 New
NIC
2867
Northwest Investment Counselors
Oregon
$504K – – –
RWRC
2868
R.W. Roge & Company
New York
$503K -$9.3K -28 -2%
AWC
2869
Adamsbrown Wealth Consultants
Kansas
$502K +$495K +1,492 New
NC
2870
NovaPoint Capital
Georgia
$500K -$113K -340 -19%
BA
2871
Ballast Advisors
Minnesota
$500K -$17.3K -52 -3%
OFG
2872
Oxford Financial Group
Indiana
$500K -$9.96K -30 -2%
DG
2873
DMC Group
Alabama
$499K +$562K +1,694 New
EWM
2874
Edge Wealth Management
New York
$498K -$3.32M -10,007 -87%
PTCG
2875
Pring Turner Capital Group
California
$498K +$491K +1,480 New
113 114
115
116 117