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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2501
AF Advisors
California
$214K +$852 +30 +0.4%
MWA
2502
Motive Wealth Advisors
Michigan
$214K +$2.98K +105 +1%
PCM
2503
Payne Capital Management
New York
$214K +$85 +3 +0%
LODC
2504
Lanham O'Dell & Company
West Virginia
$214K +$1.48K +52 +0.7%
CL
2505
CIM LLC
New York
$214K – – –
TIM
2506
Total Investment Management
Arizona
$213K -$2.56K -90 -1%
HWMT
2507
Heritage Wealth Management (Texas)
Texas
$213K +$1.56K +55 +0.7%
FA
2508
Fagan Associates
New York
$213K – – –
MAG
2509
Mayfair Advisory Group
Alabama
$213K +$9.17K +323 +4%
PWA
2510
Physician Wealth Advisors
Utah
$212K +$1.28K +45 +0.6%
CWM
2511
Cherrydale Wealth Management
New Jersey
$212K – – –
NB
2512
Nicolet Bankshares
Wisconsin
$212K -$11.5K -405 -5%
CWP
2513
Concord Wealth Partners
Virginia
$211K +$27.7K +977 +15%
TIM
2514
Thompson Investment Management
Wisconsin
$211K -$31.9K -1,125 -13%
PP
2515
Postrock Partners
Oregon
$211K – – –
KFC
2516
Klingenstein Fields & Co
New York
$210K – – –
MAM
2517
Meeder Asset Management
Ohio
$210K +$86.4K +3,042 +69%
PHAM
2518
Palisades Hudson Asset Management
Florida
$209K +$256 +9 +0.1%
GWM
2519
Glass Wealth Management
Texas
$209K -$8.52K -300 -4%
WAM
2520
WealthTrust Asset Management
Florida
$208K -$11K -387 -5%
WAOI
2521
Wealth Advisors of Iowa
Iowa
$208K +$209K +7,364 New
LFG
2522
Lockerman Financial Group
California
$208K -$4.03K -142 -2%
NG
2523
Northstar Group
New York
$207K – – –
JWM
2524
JGP Wealth Management
Oregon
$207K +$12.2K +431 +6%
SSA
2525
Sierra Summit Advisors
Nevada
$207K – – –
99 100
101
102 103