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Name Holding Trade Value Shares
Change 		Change in
Stake
SAMC
4976
Spectrum Asset Management (California)
California
$260K +$15.9K +115 +6%
AIM
4977
Alhambra Investment Management
Florida
$260K +$12.8K +93 +5%
IPA
4978
Investment Planning Advisors
Georgia
$258K -$45.2K -328 -15%
JA
4979
JLB & Associates
Michigan
$257K – – –
KFGG
4980
Keystone Financial Group (Georgia)
Georgia
$257K +$264K +1,915 New
SWA
4981
ShankerValleau Wealth Advisors
Illinois
$256K – – –
MI
4982
Moneywise Inc
Virginia
$256K -$57.9K -420 -18%
GCWM
4983
Graham Capital Wealth Management
District of Columbia
$255K +$965 +7 +0.4%
THL
4984
Tillman Hartley LLC
Colorado
$255K -$68.9K -500 -21%
GWMI
4985
Guardian Wealth Management (Illinois)
Illinois
$254K -$12.7K -92 -5%
RPA
4986
Rock Point Advisors
Vermont
$254K +$13.8K +100 +6%
BAM
4987
BTS Asset Management
Massachusetts
$254K +$260K +1,888 New
PIS
4988
POM Investment Strategies
North Carolina
$253K +$2.21K +16 +0.9%
WMWM
4989
Wilkins Miller Wealth Management
Alabama
$252K +$259K +1,878 New
OPPS
4990
Obsidian Personal Planning Solutions
Maryland
$252K +$19.3K +140 +7%
IWB
4991
Innovative Wealth Building
Maryland
$251K +$257K +1,867 New
DC
4992
Dahring Cusmano
Michigan
$251K +$257K +1,866 New
RRWA
4993
Rainey & Randall Wealth Advisors
Florida
$250K +$257K +1,863 New
SC
4994
Steph & Co
Wisconsin
$250K -$98.1K -712 -28%
HCA
4995
Horan Capital Advisors
Ohio
$248K +$25.6K +186 +11%
SWIA
4996
Solano Wealth Investment Advisors
California
$248K +$254K +1,845 New
FPGT
4997
Financial Partners Group (Tennessee)
Tennessee
$248K +$254K +1,843 New
AA
4998
AlphaMark Advisors
Kentucky
$247K +$67.5K +490 +36%
MAG
4999
Mokosak Advisory Group
Iowa
$247K +$253K +1,836 New
MFA
5000
Millington Financial Advisors
Illinois
$246K -$20.1K -146 -6%
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200
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