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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1801
Kooman & Associates
Pennsylvania
$215K +$180K +4,890 New
PBF
1802
Petix & Botte Financial
California
$215K +$180K +4,880 New
GA
1803
Greenspring Advisors
Maryland
$215K -$54.5K -1,480 -23%
TFA
1804
Tobias Financial Advisors
Florida
$215K +$179K +4,870 New
KWM
1805
Kolinsky Wealth Management
New Jersey
$214K +$184K +5,000 New
AJ
1806
Ashburton (Jersey)
Jersey
$214K – – –
NAMP
1807
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$214K +$179K +4,850 New
PIMG
1808
Patriot Investment Management Group
Tennessee
$213K -$50.5K -1,370 -22%
BIP
1809
Blueprint Investment Partners
North Carolina
$212K -$557K -15,110 -76%
AWM
1810
Aries Wealth Management
Maine
$212K +$178K +4,820 New
SB
1811
Sunflower Bank
Texas
$212K +$178K +4,820 New
SLG
1812
Stanley-Laman Group
Pennsylvania
$212K +$177K +4,810 New
BMWM
1813
Brown Miller Wealth Management
Virginia
$211K +$176K +4,790 New
CWM
1814
Concentric Wealth Management
California
$211K +$176K +4,790 New
AIM
1815
Alhambra Investment Management
Florida
$211K +$176K +4,780 New
JC
1816
JB Capital
Connecticut
$211K +$176K +4,780 New
FFG
1817
Frisch Financial Group
New York
$210K +$176K +4,770 New
TDC
1818
Thompson Davis & Co
Virginia
$209K +$175K +4,750 New
EIG
1819
Ellenbecker Investment Group
Wisconsin
$209K +$175K +4,750 New
FFA
1820
Fortune Financial Advisors
Kansas
$209K +$175K +4,740 New
ARG
1821
Advisory Resource Group
Oklahoma
$208K +$174K +4,730 New
AWM
1822
Atticus Wealth Management
Florida
$208K +$96.9K +2,630 +126%
CW
1823
Channel Wealth
California
$208K -$76.6K -2,080 -31%
BWM
1824
Baron Wealth Management
Michigan
$207K +$173K +4,710 New
AIA
1825
Alera Investment Advisors
Illinois
$207K +$173K +4,700 New
71 72
73
74 75