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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2426
Activest Wealth Management
Florida
$711K +$161K +534 +29%
CAM
2427
Concorde Asset Management
Michigan
$710K +$34.6K +115 +5%
PWA
2428
Primoris Wealth Advisors
Florida
$710K +$713K +2,365 New
OFW
2429
Omnia Family Wealth
Florida
$709K – – –
AA
2430
Auxano Advisors
Washington
$708K +$37.1K +123 +6%
SN
2431
Sittner & Nelson
Oregon
$703K -$30.1K -100 -4%
AWM
2432
AAF Wealth Management
Massachusetts
$702K – – –
NF
2433
Nikulski Financial
Iowa
$702K +$30.1K +100 +4%
BWM
2434
BlackDiamond Wealth Management
New York
$698K +$45.5K +151 +7%
WC
2435
Waterloo Capital
Texas
$697K -$116K -385 -14%
SFG
2436
Sovereign Financial Group
Connecticut
$696K -$111K -369 -14%
PTCG
2437
Pring Turner Capital Group
California
$694K +$92.5K +307 +15%
FWM
2438
Forefront Wealth Management
Pennsylvania
$693K – – –
ME
2439
McIlrath & Eck
Washington
$691K -$603 -2 -0.1%
WLPWM
2440
Walled Lake Planning & Wealth Management
Illinois
$691K -$34.3K -114 -5%
HC
2441
Hamilton Capital
Ohio
$690K -$87.1K -289 -11%
VBCG
2442
Valley Brook Capital Group
Pennsylvania
$689K +$12.4K +41 +2%
AIA
2443
Angeles Investment Advisors
California
$689K +$692K +2,296 New
LGA
2444
Lebenthal Global Advisors
New York
$688K +$414K +1,374 +150%
JFA
2445
JNBA Financial Advisors
Minnesota
$688K – – –
WCA
2446
Westover Capital Advisors
Delaware
$687K +$301 +1 +0%
VAG
2447
VisionPoint Advisory Group
Texas
$686K -$124K -410 -15%
CA
2448
CGN Advisors
Kansas
$682K -$29.8K -99 -4%
MSA
2449
Marino Stram & Associates
Massachusetts
$682K +$2.11K +7 +0.3%
AC
2450
Addison Capital
Pennsylvania
$681K -$15.1K -50 -2%
96 97
98
99 100