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Name Holding Trade Value Shares
Change 		Change in
Stake
SOAG
1801
Silver Oak Advisory Group
Oregon
$379K +$16K +130 +4%
SAM
1802
Secure Asset Management
Michigan
$378K -$135K -1,102 -26%
BIG
1803
Builder Investment Group
Georgia
$374K – – –
MWM
1804
Meridian Wealth Management
Kentucky
$373K -$738 -6 -0.2%
WAOI
1805
Wealth Advisors of Iowa
Iowa
$372K – – –
WFI
1806
West Family Investments
California
$371K +$10.3K +84 +3%
SAM
1807
Strategy Asset Managers
California
$371K -$18.8K -153 -5%
TA
1808
Trellis Advisors
Washington
$371K +$20.7K +168 +6%
FRM
1809
Fox Run Management
Connecticut
$371K +$372K +3,026 New
TWM
1810
TriaGen Wealth Management
California
$370K +$2.71K +22 +0.7%
MIM
1811
Moseley Investment Management
Florida
$370K +$11.4K +93 +3%
EIA
1812
Edgemoor Investment Advisors
Maryland
$369K -$111K -900 -23%
GP
1813
Geneva Partners
Wisconsin
$369K +$37.5K +305 +11%
FA
1814
Faithward Advisors
Pennsylvania
$368K +$370K +3,011 New
SW
1815
StrongBox Wealth
Missouri
$368K +$6.02K +49 +2%
GPCM
1816
Granite Point Capital Management
Massachusetts
$368K +$123K +1,000 +50%
BFM
1817
Boothbay Fund Management
New York
$367K -$154K -1,253 -29%
LRWA
1818
Long Run Wealth Advisors
New York
$367K – – –
HFM
1819
Hartford Funds Management
Pennsylvania
$366K +$30K +244 +9%
SWP
1820
Strategic Wealth Partners
Ohio
$366K -$97K -789 -21%
OPW
1821
Oxler Private Wealth
New York
$366K – – –
BWA
1822
Bordeaux Wealth Advisors
California
$365K +$5.9K +48 +2%
MGAM
1823
McGowan Group Asset Management
Texas
$365K – – –
SC
1824
Sierra Capital
Florida
$364K – – –
EFG
1825
Everhart Financial Group
Ohio
$364K +$54.6K +444 +18%
71 72
73
74 75