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Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
3026
San Luis Wealth Advisors
California
$692K +$47.3K +106 +8%
CAG
3027
Compass Advisory Group
New York
$691K +$13.4K +30 +2%
KL
3028
KilterHowling LLC
Colorado
$690K +$93.7K +210 +17%
SFB
3029
STAR Financial Bank
Indiana
$690K -$2.23K -5 -0.4%
CCP
3030
Carmel Capital Partners
California
$690K -$5.8K -13 -0.9%
IF
3031
Integrity Financial
Wyoming
$689K +$93.7K +210 +17%
CCA
3032
Conservest Capital Advisors
Pennsylvania
$688K +$446 +1 +0.1%
RWS
3033
Resolute Wealth Strategies
Mississippi
$688K -$11.2K -25 -2%
NCM
3034
Neumann Capital Management
California
$687K – – –
CPG
3035
Custom Portfolio Group
Colorado
$686K +$15.2K +34 +2%
WC
3036
Wexford Capital
Florida
$685K – – –
GIM
3037
Groesbeck Investment Management
New Jersey
$685K – – –
RRA
3038
Round Rock Advisors
Connecticut
$684K +$147K +329 +30%
JAG
3039
Journey Advisory Group
Kentucky
$683K +$627K +1,406 New
NCM
3040
Northwest Capital Management
Oregon
$682K – – –
WIM
3041
Warwick Investment Management
Texas
$682K +$297K +666 +90%
ACM
3042
Aljian Capital Management
Nevada
$682K -$87.4K -196 -12%
FUBT
3043
First United Bank & Trust
Maryland
$682K -$5.8K -13 -0.9%
BBNA
3044
Bremer Bank National Association
Minnesota
$682K +$111K +249 +22%
EBA
3045
Eagle Bay Advisors
New York
$681K -$89.7K -201 -13%
ALC
3046
Alexander Labrunerie & Co
Missouri
$680K +$625K +1,401 New
YCG
3047
Yeomans Consulting Group
Georgia
$679K -$185K -414 -23%
DWA
3048
Dougherty Wealth Advisers
Minnesota
$677K -$181K -406 -23%
EA
3049
Eclectic Associates
California
$676K +$300K +672 +93%
SL
3050
Sentinus LLC
Illinois
$676K +$621K +1,392 New
120 121
122
123 124