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Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
3451
Integrity Wealth Solutions
Colorado
$529K -$6.69K -13 -1%
WA
3452
WealthTrust Axiom
Pennsylvania
$528K – – –
WWP
3453
Waypoint Wealth Partners
California
$527K +$174K +338 +58%
CF
3454
Clarity Financial
Texas
$527K -$95.2K -185 -17%
CCA
3455
Carrera Capital Advisors
Michigan
$526K -$83.4K -162 -15%
AWM
3456
Adams Wealth Management
Utah
$526K -$10.8K -21 -2%
CI
3457
CacheTech Inc
Utah
$526K -$10.8K -21 -2%
RWS
3458
Resolute Wealth Strategies
Mississippi
$525K -$257K -500 -35%
CP
3459
Castleview Partners
Texas
$523K +$55.1K +107 +13%
PRI
3460
Prepared Retirement Institute
Pennsylvania
$522K +$12.9K +25 +3%
WF
3461
WoodTrust Financial
Wisconsin
$521K -$377K -732 -45%
BSAM
3462
Blue Square Asset Management
New York
$521K -$17.5K -34 -4%
PFM
3463
Phillips Financial Management
Indiana
$520K +$7.2K +14 +2%
BTC
3464
Bank & Trust Company
Illinois
$520K – – –
VPP
3465
Vertex Planning Partners
Illinois
$520K +$24.7K +48 +6%
STAS
3466
Strong Tower Advisory Services
Minnesota
$520K +$4.12K +8 +0.9%
AA
3467
Addison Advisors
Vermont
$520K +$37.6K +73 +9%
CCA
3468
Cottonwood Capital Advisors
Utah
$518K -$1.03K -2 -0.2%
ODIJL
3469
One Day In July LLC
Vermont
$517K -$79.2K -154 -15%
EB
3470
Exchange Bank
California
$516K -$23.7K -46 -5%
MIM
3471
MTM Investment Management
South Carolina
$515K – – –
BWM
3472
BCS Wealth Management
Tennessee
$515K +$23.2K +45 +5%
LJHT
3473
Laurie J. Hall Trustee
$515K +$360K +700 +350%
WCM
3474
Wealthcare Capital Management
Virginia
$513K +$30.9K +60 +7%
HCM
3475
Hilton Capital Management
New York
$512K – – –
137 138
139
140 141