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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
4251
Summit Financial Strategies
Ohio
$456K +$35.9K +56 +8%
PAM
4252
Palisade Asset Management
Minnesota
$455K +$240K +374 +89%
VW
4253
Veridan Wealth
Oregon
$455K +$84.6K +132 +20%
SWM
4254
Shrier Wealth Management
California
$454K +$95.5K +149 +23%
WC
4255
Wexford Capital
Florida
$454K -$213K -332 -30%
OCM
4256
Objective Capital Management
Ohio
$454K +$154K +240 +43%
KPWG
4257
KFA Private Wealth Group
Virginia
$453K +$32K +50 +7%
BAM
4258
Brave Asset Management
New Jersey
$453K -$179K -280 -26%
SIC
4259
SFE Investment Counsel
California
$453K -$68.6K -107 -12%
LFS
4260
Lutz Financial Services
Nebraska
$453K -$30.1K -47 -6%
MIM
4261
MTM Investment Management
South Carolina
$453K +$10.3K +16 +2%
CIA
4262
Citadel Investment Advisory
Ohio
$452K – – –
CBB
4263
Citizens Business Bank
California
$451K -$8.33K -13 -2%
CNTOF
4264
Canandaigua National Trust of Florida
New York
$451K -$60.9K -95 -11%
TFA
4265
TPG Financial Advisors
Oregon
$451K -$5.13K -8 -1%
RMAM
4266
Raab & Moskowitz Asset Management
New Jersey
$450K -$3.85K -6 -0.8%
TA
4267
TPG Advisors
Illinois
$450K – – –
M
4268
MYeCFO
California
$450K +$641 +1 +0.1%
BWA
4269
BlueChip Wealth Advisors
Georgia
$450K -$2.56K -4 -0.5%
PK
4270
Pflug Koory
Nebraska
$449K +$25.6K +40 +5%
PAG
4271
Paladin Advisory Group
Iowa
$449K – – –
BC
4272
Broadwater Capital
Massachusetts
$449K – – –
CFGA
4273
Cambridge Financial Group (Arizona)
Arizona
$449K +$8.97K +14 +2%
DF
4274
Daviman Financial
Indiana
$448K -$26.9K -42 -5%
PRI
4275
Prepared Retirement Institute
Pennsylvania
$448K -$31.4K -49 -6%
169 170
171
172 173