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Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
2251
Paladin Advisory Group
Iowa
$813K +$634K +29,280 New
CA
2252
Cambridge Advisors
Nebraska
$813K +$25.5K +1,180 +4%
KNW
2253
Kesler Norman & Wride
Utah
$810K -$2.16K -100 -0.3%
TA
2254
TruWealth Advisors
Louisiana
$809K +$72.5K +3,350 +13%
M1FG
2255
Mach-1 Financial Group
Arkansas
$808K -$10.8K -500 -2%
ABLA
2256
Alan B. Lancz & Associates
Ohio
$807K +$866 +40 +0.1%
WIM
2257
WealthPlan Investment Management
Nebraska
$806K -$1.14M -52,690 -64%
GCMG
2258
Gyroscope Capital Management Group
Florida
$806K +$303K +14,000 +93%
SWM
2259
Sugarloaf Wealth Management
Georgia
$804K -$2.94M -136,060 -82%
WC
2260
Whitney & Co
New York
$803K +$16.2K +750 +3%
NWA
2261
Navis Wealth Advisors
New York
$799K -$58.6K -2,710 -9%
CM
2262
Capula Management
Cayman Islands
$795K -$11M -506,410 -95%
EMFAT
2263
Emerald Mutual Fund Advisers Trust
Pennsylvania
$794K -$216K -9,980 -26%
HCP
2264
Holt Capital Partners
Texas
$793K +$11.9K +550 +2%
GC
2265
Garde Capital
Washington
$793K -$27.1K -1,250 -4%
GAM
2266
Gemmer Asset Management
California
$792K +$3.68K +170 +0.6%
KOC
2267
Koss-Olinger Consulting
Florida
$792K +$75.3K +3,480 +14%
LA
2268
Legacy Advisors
Pennsylvania
$791K +$49.3K +2,280 +9%
WP
2269
WealthSpring Partners
California
$789K +$21.6K +1,000 +4%
CAG
2270
Curtis Advisory Group
California
$782K +$16.2K +750 +3%
FFA
2271
Farther Finance Advisors
California
$776K +$46.7K +2,160 +8%
ETIA
2272
Epic Trust Investment Advisors
Washington
$775K -$411K -19,000 -41%
QFA
2273
Quantum Financial Advisors
California
$773K – – –
IFPL
2274
Investments & Financial Planning LLC
Kentucky
$771K – – –
PCFFS
2275
Pacific Center for Financial Services
California
$771K +$600K +27,740 New
89 90
91
92 93