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Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
3026
Juncture Wealth Strategies
Arizona
$738K +$711K +1,463 New
FC
3027
Financial Council
Maryland
$737K +$7.78K +16 +1%
CAM
3028
Concorde Asset Management
Michigan
$737K -$168K -346 -19%
KDA
3029
Kraft Davis & Associates
Missouri
$736K +$81.2K +167 +12%
JAG
3030
Journey Advisory Group
Kentucky
$736K +$26.2K +54 +4%
BBNA
3031
Bremer Bank National Association
Minnesota
$736K +$27.2K +56 +4%
ALC
3032
Alexander Labrunerie & Co
Missouri
$735K +$27.7K +57 +4%
MSA
3033
McAlister Sweet & Associates
Texas
$735K +$243K +500 +52%
SFS
3034
Strategic Financial Services
New York
$734K +$389K +800 +122%
SL
3035
Sentinus LLC
Illinois
$733K +$30.1K +62 +4%
PWA
3036
Peterson Wealth Advisors
Utah
$733K -$1.46K -3 -0.2%
MI
3037
Motiv8 Investments
Florida
$733K -$76.8K -158 -10%
GA
3038
Greytown Advisors
Florida
$731K -$19.4K -40 -3%
LF
3039
Lee Financial
Texas
$731K +$5.83K +12 +0.8%
MAM
3040
Madison Asset Management
Wisconsin
$731K -$9.24K -19 -1%
KL
3041
KilterHowling LLC
Colorado
$731K +$13.6K +28 +2%
PBF
3042
Petix & Botte Financial
California
$730K -$25.8K -53 -4%
BFWM
3043
Bright Futures Wealth Management
New York
$729K +$35K +72 +5%
KFS
3044
Kaizen Financial Strategies
California
$728K -$486 -1 -0.1%
FCCM
3045
First City Capital Management
Georgia
$728K -$27.2K -56 -4%
NRI
3046
NFP Retirement Inc
California
$726K +$63.7K +131 +10%
CPIA
3047
Cornell Pochily Investment Advisors
New York
$726K +$42.3K +87 +6%
EA
3048
Ellsworth Advisors
Ohio
$726K +$68.5K +141 +11%
FCM
3049
Fourpath Capital Management
Oklahoma
$726K -$29.2K -60 -4%
MAM
3050
McCarthy Asset Management
California
$725K +$486 +1 +0.1%
120 121
122
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