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Name Holding Trade Value Shares
Change 		Change in
Stake
BRA
3301
Biechele Royce Advisors
Indiana
$330K +$340K +7,580 New
RAM
3302
Revere Asset Management
Texas
$329K +$339K +7,570 New
IAP
3303
Indie Asset Partners
Indiana
$329K -$37.2K -830 -10%
SAM
3304
Satovsky Asset Management
New York
$328K – – –
TCPWM
3305
Traverso Chambers Private Wealth Management
California
$328K +$14.8K +330 +5%
LCM
3306
Lewis Capital Management
California
$328K – – –
PWS
3307
Paragon Wealth Strategies
Florida
$328K -$193K -4,300 -36%
SC
3308
Schoolcraft Capital
Colorado
$326K – – –
B
3309
Bridgeworth
Alabama
$326K -$15.2K -340 -4%
LFS
3310
Lutz Financial Services
Nebraska
$323K +$19.7K +440 +6%
WFA
3311
WMG Financial Advisors
Tennessee
$323K +$333K +7,430 New
LFGO
3312
Legacy Financial Group (Oklahoma)
Oklahoma
$323K -$7.17K -160 -2%
GWAG
3313
Garrett Wealth Advisory Group
Texas
$322K -$2.24K -50 -0.7%
SPP
3314
Single Point Partners
Massachusetts
$321K -$1.11M -24,730 -77%
SW
3315
Simplicity Wealth
New Jersey
$320K +$330K +7,360 New
MWA
3316
MFA Wealth Advisors
Pennsylvania
$320K – – –
RWA
3317
Roberts Wealth Advisors
California
$317K +$32.7K +730 +12%
JFL
3318
Jarislowsky, Fraser Ltd
Quebec, Canada
$317K – – –
PAM
3319
Private Asset Management
California
$316K -$103K -2,300 -24%
SHWM
3320
Smith & Howard Wealth Management
Georgia
$316K +$7.17K +160 +2%
NRD
3321
Nebula Research & Development
New York
$316K -$340K -7,590 -51%
BAMG
3322
Brand Asset Management Group
Missouri
$316K +$325K +7,260 New
LAM
3323
LifePro Asset Management
California
$315K -$54.2K -1,210 -14%
CIC
3324
Cutler Investment Counsel
Oregon
$315K -$20.6K -460 -6%
HIG
3325
Heritage Investment Group
Florida
$314K +$57.8K +1,290 +22%
131 132
133
134 135