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Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
2576
Householder Group Estate & Retirement Specialist
Arizona
$793K +$829K +3,449 New
RW
2577
REDW Wealth
New Mexico
$792K +$3.13K +13 +0.4%
LOIM
2578
Liberty One Investment Management
Illinois
$791K -$17.5K -73 -2%
AWA
2579
AmeriServ Wealth Advisors
Pennsylvania
$790K -$82K -341 -9%
GG
2580
Golden Green
South Carolina
$789K +$481 +2 +0.1%
WA
2581
Wealth Architects
California
$787K +$18.5K +77 +2%
ASBI
2582
American State Bank (Iowa)
Iowa
$787K +$7.93K +33 +1%
FOA
2583
Five Oceans Advisors
California
$784K +$1.92K +8 +0.2%
CCM
2584
Carlson Capital Management
Minnesota
$783K +$12.3K +51 +2%
LAI
2585
Legal Advantage Investments
California
$782K – – –
AWS
2586
Aspen Wealth Strategies
Colorado
$782K -$14.7K -61 -2%
GA
2587
GFS Advisors
Texas
$781K -$53.6K -223 -6%
HWM
2588
Howard Wealth Management
Connecticut
$778K +$240 +1 +0%
FAG
2589
Fortitude Advisory Group
Washington
$778K +$21.9K +91 +3%
DTC
2590
Davidson Trust Company
Washington
$778K – – –
CAM
2591
Claret Asset Management
Quebec, Canada
$776K +$14.2K +59 +2%
IGWM
2592
ICA Group Wealth Management
Colorado
$772K +$31K +129 +4%
FNC
2593
First National Corp
Massachusetts
$772K – – –
IIM
2594
Ironwood Investment Management
Massachusetts
$768K -$39.4K -164 -5%
PWM
2595
Paulson Wealth Management
Illinois
$766K -$16.1K -67 -2%
ACA
2596
Ackerman Capital Advisors
Texas
$763K – – –
CS
2597
Cannell & Spears
New York
$761K – – –
FWM
2598
Forza Wealth Management
Florida
$761K – – –
TC
2599
Toews Corporation
New Jersey
$759K +$793K +3,300 New
PWP
2600
Phillips Wealth Planners
Mississippi
$758K +$51.2K +213 +7%
102 103
104
105 106