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Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
1701
Acropolis Investment Management
Missouri
$432K -$24K -247 -5%
EWM
1702
EPG Wealth Management
Georgia
$431K +$447K +4,589 New
TSWM
1703
Triangle Securities Wealth Management
North Carolina
$430K -$14.6K -150 -3%
GSEP
1704
Golden State Equity Partners
California
$429K +$70.1K +720 +19%
KIA
1705
KLR Investment Advisors
Rhode Island
$429K +$97 +1 +0%
PCI
1706
Planning Center Inc
Illinois
$429K +$5.26K +54 +1%
HCMG
1707
Howard Capital Management Group
California
$429K – – –
LWM
1708
Liberty Wealth Management
California
$428K -$20K -205 -4%
DI
1709
Diligent Investors
California
$427K +$20.9K +215 +5%
PFP
1710
Paragon Financial Partners
California
$424K -$36.2K -372 -8%
VBCG
1711
Valley Brook Capital Group
Pennsylvania
$423K +$20.4K +210 +5%
NB
1712
Nicolet Bankshares
Wisconsin
$423K -$14.1K -145 -3%
SFG
1713
Sovereign Financial Group
Connecticut
$423K -$35.2K -362 -8%
CAM
1714
Cozad Asset Management
Illinois
$422K -$32K -329 -7%
OWA
1715
Octavia Wealth Advisors
Ohio
$421K +$192K +1,971 +82%
DWM
1716
Dechtman Wealth Management
Colorado
$420K +$2.34K +24 +0.6%
NCMW
1717
Northern Capital Management (Washington)
Washington
$419K – – –
MCWA
1718
Meadow Creek Wealth Advisors
Georgia
$419K +$424K +4,359 New
LWM
1719
Lakeridge Wealth Management
Ohio
$418K +$424K +4,354 New
EHAM
1720
Eagle Harbor Asset Management
Washington
$418K +$424K +4,352 New
SCA
1721
Scott Capital Advisors
Oregon
$418K +$487 +5 +0.1%
VCM
1722
Viewpoint Capital Management
Washington
$417K – – –
CAI
1723
Capital Advisors Inc
Oklahoma
$417K +$53.7K +552 +15%
CVA
1724
Central Valley Advisors
California
$417K +$422K +4,339 New
BEI
1725
Benjamin Edwards Inc
Missouri
$416K -$2.73K -28 -0.6%
67 68
69
70 71