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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2601
Carson Advisory
Georgia
$400K +$1.25K +50 +0.3%
BFG
2602
Bouchey Financial Group
New York
$399K +$5.02K +200 +1%
WA
2603
Wealthstream Advisors
New York
$399K +$33.1K +1,320 +10%
LA
2604
Legacy Advisors
Pennsylvania
$399K +$366K +14,610 New
CWM
2605
Connecticut Wealth Management
Connecticut
$398K -$94K -3,750 -20%
LI
2606
Lafayette Investments
Maryland
$398K +$12.5K +500 +4%
FI
2607
Financial Insights
Washington
$397K – – –
LTI
2608
Laffer Tengler Investments
Tennessee
$396K +$1K +40 +0.3%
NGA
2609
Naples Global Advisors
Florida
$396K -$8.78K -350 -2%
PCMC
2610
Private Capital Management (Colorado)
Colorado
$395K +$34.9K +1,390 +11%
GF
2611
Gries Financial
Ohio
$394K -$752 -30 -0.2%
PAM
2612
Palisade Asset Management
Minnesota
$393K – – –
WAM
2613
Walker Asset Management
Missouri
$393K +$1.76K +70 +0.5%
WCM
2614
Wealthcare Capital Management
Virginia
$393K +$143K +5,690 +65%
CAM
2615
CenterStar Asset Management
Illinois
$390K – – –
DI
2616
DAGCO Inc
Ohio
$390K +$35.9K +1,430 +8%
AMBIA
2617
Allen Mooney & Barnes Investment Advisors
Georgia
$389K +$358K +14,260 New
GCA
2618
Gradient Capital Advisors
California
$388K +$6.27K +250 +2%
SNBOSCI
2619
Security National Bank of Sioux City Iowa
Iowa
$387K -$100K -4,000 -22%
IIA
2620
Integral Investment Advisors
California
$387K -$30.1K -1,200 -8%
LD
2621
Lipe & Dalton
New York
$387K +$12.5K +500 +4%
BMM
2622
Buffington Mohr McNeal
Idaho
$386K +$12.8K +510 +4%
SFG
2623
StrategIQ Financial Group
Indiana
$385K +$17.3K +690 +5%
IWN
2624
Independent Wealth Network
Iowa
$385K +$54.2K +2,160 +18%
SIM
2625
Seaview Investment Managers
Florida
$383K -$6.57M -262,000 -95%
103 104
105
106 107