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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
926
Occidental Asset Management
California
$218K +$218K +3,293 New
NWMG
927
National Wealth Management Group
Ohio
$217K -$3.85K -58 -2%
FAM
928
Formidable Asset Management
Ohio
$216K +$129K +1,950 +148%
WAM
929
Worth Asset Management
Texas
$215K +$796 +12 +0.4%
BTI
930
Blue Trust Inc
Georgia
$215K +$167K +2,517 +929%
CLOS
931
Compagnie Lombard Odier SCmA
Switzerland
$215K -$23.2K -350 -10%
LFG
932
Larson Financial Group
Missouri
$214K +$1.19K +18 +0.6%
FAFN
933
First Affirmative Financial Network
Colorado
$213K -$862 -13 -0.4%
FSA
934
Fort Sheridan Advisors
Illinois
$212K – – –
JWBC
935
J.W. Burns & Co
New York
$211K +$36.5K +550 +21%
AWM
936
Accurate Wealth Management
Florida
$211K +$4.31K +65 +2%
PPW
937
Parcion Private Wealth
Washington
$208K +$19.2K +290 +10%
IAMOG
938
Investors Asset Management of Georgia
Georgia
$208K +$209K +3,150 New
GSIAS
939
Garden State Investment Advisory Services
New Jersey
$208K +$265 +4 +0.1%
FC
940
Forte Capital
New York
$207K -$1.99K -30 -0.9%
WAAG
941
Wealth Alliance Advisory Group
Kansas
$207K – – –
AWP
942
Ascent Wealth Partners
New York
$207K -$4.84K -73 -2%
TWM
943
Tradition Wealth Management
Minnesota
$206K -$13.1K -197 -6%
BCMLT
944
Beacon Capital Management LLC (Tennessee)
Tennessee
$206K +$12.3K +185 +6%
MWA
945
Midland Wealth Advisors
Illinois
$206K +$207K +3,115 New
MF
946
Manchester Financial
California
$205K +$206K +3,103 New
FNBT
947
FineMark National Bank & Trust
Florida
$204K +$25.5K +385 +14%
VHAM
948
Van Hulzen Asset Management
California
$204K -$1.33K -20 -0.6%
SAG
949
SageView Advisory Group
California
$204K +$205K +3,087 New
DCM
950
DGS Capital Management
New Jersey
$203K +$204K +3,076 New
36 37
38
39 40