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Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
2526
Carlton Hofferkamp & Jenks Wealth Management
Texas
$813K -$5.72K -25 -0.7%
AIA
2527
Angeles Investment Advisors
California
$809K +$780K +3,407 New
NEWAS
2528
N.E.W. Advisory Services
Wisconsin
$809K -$60K -262 -7%
PEA
2529
Park Edge Advisors
Ohio
$808K +$779K +3,404 New
LI
2530
LVZ Inc
Michigan
$808K +$16.3K +71 +2%
FOA
2531
Five Oceans Advisors
California
$808K -$1.6K -7 -0.2%
LAI
2532
Legal Advantage Investments
California
$807K – – –
CANY
2533
Caxton Associates (New York)
New York
$807K -$9.69M -42,332 -93%
PWM
2534
Paulson Wealth Management
Illinois
$807K +$234K +1,022 +43%
ASBI
2535
American State Bank (Iowa)
Iowa
$805K -$70.7K -309 -8%
HWM
2536
Howard Wealth Management
Connecticut
$803K -$144K -630 -16%
DTC
2537
Davidson Trust Company
Washington
$803K -$7.78K -34 -1%
CBT
2538
CoreFirst Bank & Trust
Kansas
$798K -$149K -650 -16%
FNC
2539
First National Corp
Massachusetts
$797K -$915 -4 -0.1%
CCM
2540
Carlson Capital Management
Minnesota
$797K +$114K +499 +17%
RP
2541
Riverwater Partners
Wisconsin
$796K – – –
OFG
2542
Omega Financial Group
California
$795K -$22.2K -97 -3%
WA
2543
Wealth Architects
California
$794K +$20.8K +91 +3%
CWM
2544
Castle Wealth Management
Florida
$794K -$16.3K -71 -2%
ESBC
2545
E.S. Barr & Co
Kentucky
$794K +$66.6K +291 +10%
FPCG
2546
Fort Pitt Capital Group
Pennsylvania
$792K -$70.7K -309 -8%
WEPOG
2547
Wealth Enhancement & Preservation of GA
Georgia
$791K +$66.8K +292 +10%
IIC
2548
Integrated Investment Consultants
Michigan
$788K -$915 -4 -0.1%
CAM
2549
Claret Asset Management
Quebec, Canada
$788K +$96.4K +421 +15%
ACA
2550
Ackerman Capital Advisors
Texas
$788K – – –
100 101
102
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