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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
4101
Schneider Downs Wealth Management Advisors
Pennsylvania
$839K +$3.93K +31 +0.4%
IAA
4102
Ironsides Asset Advisors
North Carolina
$837K -$9.51K -75 -1%
SAM
4103
Sherman Asset Management
California
$835K +$94.8K +748 +11%
NFG
4104
Norris Financial Group
South Carolina
$834K -$987K -7,789 -50%
IF
4105
Ironwood Financial
Arizona
$834K +$154K +1,212 +19%
LGW
4106
Leslie Global Wealth
Illinois
$832K -$370K -2,923 -28%
RCM
4107
Ridgepath Capital Management
Tennessee
$831K -$10.8K -85 -1%
VR
4108
Valued Retirements
Texas
$831K +$67.2K +530 +7%
AIM
4109
Aspen Investment Management
Michigan
$830K +$41.6K +328 +4%
CP
4110
Capital Planning
Washington
$829K +$5.96K +47 +0.6%
RB
4111
Rodgers Brothers
Pennsylvania
$828K – – –
PAG
4112
Poinciana Advisors Group
Florida
$825K +$198K +1,560 +26%
DIM
4113
DLK Investment Management
California
$824K +$10.9K +86 +1%
VC
4114
Veery Capital
Delaware
$824K -$4.06K -32 -0.4%
BAM
4115
Broyhill Asset Management
North Carolina
$824K -$6.34K -50 -0.7%
PWM
4116
Paulson Wealth Management
Illinois
$823K -$634 -5 -0.1%
MWP
4117
Meriwether Wealth & Planning
Louisiana
$821K -$55.6K -439 -5%
RC
4118
RBO & Co
California
$820K -$30.4K -240 -3%
DWA
4119
Delap Wealth Advisory
Oregon
$820K +$85.4K +674 +10%
HWM
4120
Hobbs Wealth Management
Indiana
$819K -$195K -1,541 -17%
BI
4121
Bradyco Inc
Massachusetts
$818K – – –
PRTG
4122
Post Resch Tallon Group
New York
$818K +$70.3K +555 +8%
AI
4123
ArchPoint Investors
Florida
$817K +$108K +850 +13%
AWA
4124
Aquire Wealth Advisors
Utah
$816K +$263K +2,072 +38%
WAG
4125
Wiser Advisor Group
Arizona
$816K +$163K +1,287 +21%
163 164
165
166 167