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Name Holding Trade Value Shares
Change 		Change in
Stake
ODG
1701
O'Dell Group
Ohio
$443K +$744 +8 +0.2%
TF
1702
Trek Financial
Arizona
$442K +$450K +4,834 New
S
1703
Sachetta
Massachusetts
$442K – – –
AAP
1704
Arax Advisory Partners
Colorado
$440K +$55.4K +596 +14%
MTIM
1705
Marathon Trading Investment Management
Pennsylvania
$440K +$447K +4,809 +120,225%
RDWM
1706
Red Door Wealth Management
Tennessee
$439K -$13.5K -145 -3%
GIM
1707
Groesbeck Investment Management
New Jersey
$439K – – –
HHRDM
1708
H&H Retirement Design & Management
Nevada
$439K +$463K +4,973 New
CBFP
1709
Cedar Brook Financial Partners
Ohio
$437K -$8.84K -95 -2%
HCM
1710
Hall Capital Management
Rhode Island
$437K -$18.1K -195 -4%
AWS
1711
Aspen Wealth Strategies
Colorado
$437K -$39.9K -429 -8%
WW
1712
Westshore Wealth
California
$435K +$186 +2 +0%
CAI
1713
Capital Advisors Inc
Oklahoma
$435K +$38.8K +417 +10%
HWM
1714
Hohimer Wealth Management
Washington
$435K +$50.6K +544 +13%
MSR
1715
Main Street Research
Connecticut
$434K -$39.3K -422 -8%
MSFS
1716
Main Street Financial Solutions
Pennsylvania
$434K -$9.67K -104 -2%
NAS
1717
NWF Advisory Services
California
$434K +$2.6K +28 +0.6%
SGI
1718
Summit Global Investments
Utah
$433K -$6.9M -74,214 -94%
BEC
1719
Blue Edge Capital
Virginia
$433K – – –
UAG
1720
United Advisor Group
Ohio
$432K +$439K +4,723 New
DI
1721
Diligent Investors
California
$431K +$25K +269 +6%
GC
1722
Gratus Capital
Georgia
$430K +$4K +43 +0.9%
BW
1723
Bison Wealth
Georgia
$427K -$50.8K -546 -10%
FA
1724
Faithward Advisors
Pennsylvania
$427K +$434K +4,669 New
CFA
1725
CWS Financial Advisors
Michigan
$424K -$330K -3,546 -43%
67 68
69
70 71