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Name Holding Trade Value Shares
Change 		Change in
Stake
KGP
4051
Keystone Global Partners
Colorado
$2.23M – – –
IIA
4052
Integrity Investment Advisors
Colorado
$2.23M +$374K +2,038 +19%
ECA
4053
Elevate Capital Advisors
Colorado
$2.23M +$70.6K +385 +3%
HWM
4054
HighMark Wealth Management
Minnesota
$2.23M +$212K +1,157 +10%
MSFP
4055
Mark Sheptoff Financial Planning
Connecticut
$2.23M -$898K -4,893 -30%
WW
4056
Waterfront Wealth
Kansas
$2.23M +$26.6K +145 +1%
FSAG
4057
Financial Solutions Advisory Group
Illinois
$2.22M +$2.34M +12,757 New
BAM
4058
Brave Asset Management
New Jersey
$2.22M +$144K +785 +7%
WAG
4059
Windsor Advisory Group
Ohio
$2.22M -$3.89M -21,227 -63%
ABLA
4060
Alan B. Lancz & Associates
Ohio
$2.22M -$165K -900 -7%
GFG
4061
Genesis Financial Group
New Jersey
$2.22M -$615K -3,352 -21%
IDA
4062
Intelligence Driven Advisers
California
$2.22M -$507K -2,761 -18%
AAM
4063
Augustine Asset Management
Florida
$2.22M -$50.1K -273 -2%
TWM
4064
Tolleson Wealth Management
Texas
$2.22M +$642K +3,500 +38%
WAM
4065
Wallington Asset Management
Indiana
$2.21M -$1.24M -6,760 -35%
CFA
4066
Cahill Financial Advisors
Minnesota
$2.21M +$47.9K +261 +2%
TCM
4067
Tandem Capital Management
New Jersey
$2.21M +$1.03M +5,589 +79%
JFA
4068
JNBA Financial Advisors
Minnesota
$2.2M +$76K +414 +3%
SFS
4069
Summit Financial Strategies
Ohio
$2.2M +$24.4K +133 +1%
TAM
4070
TCP Asset Management
Ohio
$2.2M +$185K +1,007 +9%
FA
4071
Fedenia Advisers
Wisconsin
$2.2M -$1.22M -6,647 -35%
RWA
4072
Roberts Wealth Advisors
California
$2.2M +$132K +720 +6%
2WWM
4073
21 West Wealth Management
California
$2.19M -$38.5K -210 -2%
FC
4074
FCA Corp
Texas
$2.19M – – –
ACP
4075
Argyle Capital Partners
California
$2.19M -$85.3K -465 -4%
161 162
163
164 165