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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAM
4626
Sterling Investment Advisors (Missouri)
Missouri
$339K – – –
AWA
4627
Alaska Wealth Advisors
Alaska
$339K +$22.7K +34 +7%
SPWM
4628
Straight Path Wealth Management
Michigan
$338K -$26.7M -39,987 -99%
NFG
4629
Norris Financial Group
South Carolina
$338K +$78.1K +117 +30%
NECFA
4630
New England Capital Financial Advisors
Connecticut
$337K -$10K -15 -3%
KFG
4631
Kelly Financial Group
Connecticut
$336K +$5.34K +8 +2%
PHWM
4632
Palatine Hill Wealth Management
Michigan
$336K +$340K +509 New
PSCM
4633
Per Stirling Capital Management
Texas
$335K +$124K +186 +58%
LWM
4634
Lifetime Wealth Management
Texas
$335K +$339K +508 New
HFW
4635
Horizon Family Wealth
Illinois
$335K -$12.7K -19 -4%
FCM
4636
Fell Capital Management
California
$335K +$339K +507 New
CCA
4637
Cadent Capital Advisors
Oklahoma
$335K -$668 -1 -0.2%
CIS
4638
Continental Investors Services
Washington
$334K +$84.8K +127 +38%
SPI
4639
Strategic Planning Inc
Ohio
$333K +$2.67K +4 +0.8%
TWM
4640
Tumwater Wealth Management
Idaho
$333K – – –
RA
4641
Resolute Advisors
California
$333K – – –
KIC
4642
Keating Investment Counselors
Florida
$332K – – –
DWM
4643
Dopkins Wealth Management
New York
$332K +$1.34K +2 +0.4%
SPI
4644
Santori & Peters Inc
Pennsylvania
$332K +$13.4K +20 +4%
HOWA
4645
Hudson Oak Wealth Advisory
New Jersey
$332K +$336K +503 New
VCM
4646
Verde Capital Management
Michigan
$331K +$20K +30 +6%
RFG
4647
RFP Financial Group
Georgia
$331K -$302K -452 -47%
PAM
4648
Paradigm Asset Management
New York
$331K – – –
STAS
4649
Strong Tower Advisory Services
Minnesota
$331K +$24.7K +37 +8%
SCM
4650
Sheridan Capital Management
California
$330K -$13.4K -20 -4%
184 185
186
187 188