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Name Holding Trade Value Shares
Change 		Change in
Stake
APM
2176
Advanced Portfolio Management
New York
$865K – – –
NCM
2177
Northside Capital Management
Oregon
$865K – – –
FFAS
2178
FIG Financial Advisory Services
Oklahoma
$865K +$730K +6,460 New
TCWM
2179
Total Clarity Wealth Management
Illinois
$862K +$325K +2,870 +80%
S
2180
Sunpointe
Missouri
$862K +$10.2K +90 +1%
APWA
2181
Atlas Private Wealth Advisors
New Jersey
$861K +$33.9K +300 +5%
GD
2182
Grandfield & Dodd
New York
$860K -$22.6K -200 -3%
CAG
2183
Centerpoint Advisory Group
Kansas
$860K +$113K +1,000 +18%
NGA
2184
Naples Global Advisors
Florida
$860K -$11.3K -100 -2%
AAG
2185
Armstrong Advisory Group
Massachusetts
$860K -$3.39K -30 -0.5%
MWA
2186
Motive Wealth Advisors
Michigan
$860K +$71.2K +630 +11%
WA
2187
WPG Advisers
Maryland
$856K -$32.8K -290 -4%
HWM
2188
Hohimer Wealth Management
Washington
$854K +$59.9K +530 +9%
GFA
2189
Gallagher Fiduciary Advisors
Illinois
$852K -$4.52K -40 -0.6%
BG
2190
Bahl & Gaynor
Ohio
$850K -$21.5K -190 -3%
SPW
2191
Surience Private Wealth
Washington
$850K +$718K +6,350 New
IWS
2192
Insight Wealth Strategies
California
$850K +$5.65K +50 +0.8%
FNBOH
2193
First National Bank of Hutchinson
Kansas
$849K -$5.65K -50 -0.8%
RE
2194
Rydar Equities
Texas
$848K +$716K +6,330 New
FFG
2195
Floyd Financial Group
Missouri
$846K -$232K -2,050 -24%
OWMIAS
2196
One Wealth Management Investment & Advisory Services
Florida
$844K +$5.65K +50 +0.8%
AHL
2197
Abel Hall LLC
Louisiana
$844K +$164K +1,450 +30%
RFA
2198
Reyes Financial Architecture
California
$842K +$123K +1,090 +21%
TCOO
2199
Trust Company of Oklahoma
Oklahoma
$842K +$393K +3,480 +124%
SDIC
2200
South Dakota Investment Council
South Dakota
$842K +$231K +2,040 +48%
86 87
88
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