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Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1426
Optimum Investment Advisors
Illinois
$566K +$217K +864 +51%
EE
1427
EWG Elevate
California
$566K +$365K +1,455 +134%
KM
1428
Kalos Management
Georgia
$566K +$388K +1,545 +128%
LA
1429
LVW Advisors
New York
$565K +$286K +1,140 +82%
OC
1430
Oarsman Capital
Wisconsin
$564K -$271K -1,080 -30%
SWM
1431
Sugarloaf Wealth Management
Georgia
$564K -$6.78K -27 -1%
JLBC
1432
J.L. Bainbridge & Co
Florida
$564K +$53.5K +213 +9%
BFM
1433
Boston Financial Management
Massachusetts
$564K +$67.8K +270 +12%
BOH
1434
Bank of Hawaii
Hawaii
$564K +$636K +2,532 New
SAM
1435
Summit Asset Management
Tennessee
$562K – – –
LF
1436
LifeSteps Financial
California
$560K -$61K -243 -9%
MCWS
1437
McKinley Carter Wealth Services
West Virginia
$557K -$896K -3,570 -59%
ESB
1438
Essex Savings Bank
Connecticut
$557K -$2.26K -9 -0.4%
MWP
1439
Meridian Wealth Partners
Pennsylvania
$557K +$55.7K +222 +10%
HFS
1440
HBC Financial Services
Washington
$554K -$63.3K -252 -10%
BA
1441
Bristlecone Advisors
Washington
$554K +$124K +495 +25%
MKA
1442
M. Kulyk & Associates
Georgia
$554K +$384K +1,530 +159%
BO
1443
BRR OpCo
Ohio
$552K +$145K +576 +30%
SIM
1444
Sonora Investment Management
Arizona
$551K -$17.3K -69 -3%
AFS
1445
Axiom Financial Strategies
Indiana
$551K +$52.7K +210 +9%
CWA
1446
Capital Wealth Alliance
Arizona
$549K +$28.6K +114 +5%
FP
1447
Foundry Partners
Minnesota
$549K +$32.4K +129 +6%
FAB
1448
First American Bank
Illinois
$548K – – –
BFS
1449
Bickling Financial Services
Massachusetts
$548K +$102K +405 +20%
SIS
1450
Sound Income Strategies
Florida
$548K -$36.9K -147 -6%
56 57
58
59 60