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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
2276
New World Advisors
Massachusetts
$471K +$371K +1,777 New
EC
2277
Estate Counselors
Wisconsin
$471K +$433K +2,075 New
BAAM
2278
Baker Avenue Asset Management
California
$469K +$35.7K +171 +9%
PA
2279
PSI Advisors
Florida
$469K +$52K +249 +14%
JWM
2280
JGP Wealth Management
Oregon
$467K +$18K +86 +5%
AWM
2281
Aberdeen Wealth Management
Illinois
$466K +$429K +2,053 New
IF
2282
IRON Financial
Illinois
$465K -$88.1K -422 -17%
SCA
2283
Stillwater Capital Advisors
Pennsylvania
$463K +$35.5K +170 +9%
GAMC
2284
Garner Asset Management Corp
Texas
$463K +$50.1K +240 +13%
OWA
2285
One Wealth Advisors
California
$462K -$6.47K -31 -2%
CAG
2286
Curtis Advisory Group
California
$462K – – –
CC
2287
Courier Capital
New York
$461K -$174K -832 -30%
CWAF
2288
Core Wealth Advisors (Florida)
Florida
$461K +$226K +1,082 +114%
TF
2289
TimeScale Financial
Massachusetts
$460K -$8.14K -39 -2%
NFG
2290
Nations Financial Group
Iowa
$460K +$23K +110 +6%
AFM
2291
Andesa Financial Management
Pennsylvania
$460K +$38.4K +184 +10%
MTC
2292
McDaniel Terry & Co
Texas
$458K – – –
KCPG
2293
Kavar Capital Partners Group
Kansas
$457K -$3.13K -15 -0.7%
PAM
2294
Peak Asset Management
Colorado
$457K -$2.3K -11 -0.5%
GFPC
2295
Global Financial Private Client
Florida
$456K +$26.1K +125 +7%
SSW
2296
Smith Shellnut Wilson
Mississippi
$456K – – –
RWM
2297
Raffa Wealth Management
District of Columbia
$456K – – –
SPIO
2298
Seven Post Investment Office
California
$455K – – –
NA
2299
Navellier & Associates
Nevada
$454K – – –
SFM
2300
Systematic Financial Management
New Jersey
$454K – – –
90 91
92
93 94