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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2851
Kaizen Financial Strategies
California
$737K -$26.8K -99 -4%
CIP
2852
Convergence Investment Partners
Florida
$735K +$26.2K +97 +4%
TCM
2853
Tandem Capital Management
New Jersey
$735K +$106K +392 +17%
SWA
2854
SOA Wealth Advisors
New York
$733K -$37.9K -140 -5%
HWMO
2855
Heritage Wealth Management (Ohio)
Ohio
$733K – – –
CIS
2856
Custom Index Systems
New York
$731K +$719K +2,659 New
AWS
2857
Aspen Wealth Strategies
Colorado
$723K +$2.43K +9 +0.3%
SCM
2858
SOL Capital Management
Maryland
$723K – – –
TWM
2859
Trueblood Wealth Management
Ohio
$723K +$1.35K +5 +0.2%
ASBI
2860
American State Bank (Iowa)
Iowa
$721K +$2.16K +8 +0.3%
TFA
2861
Tranquilli Financial Advisor
New Jersey
$721K +$2.97K +11 +0.4%
PVM
2862
Palogic Value Management
Texas
$720K – – –
OFG
2863
OmniStar Financial Group
North Carolina
$719K +$706K +2,611 New
AA
2864
Addison Advisors
Vermont
$718K +$11.4K +42 +2%
PWA
2865
Provenance Wealth Advisors
Florida
$718K +$602K +2,227 +580%
BW
2866
BIP Wealth
Georgia
$717K +$14.6K +54 +2%
TW
2867
Traveka Wealth
California
$717K +$23K +85 +3%
WFM
2868
Wolff Financial Management
Michigan
$716K – – –
WI
2869
Wintrust Investments
Illinois
$715K -$6.18M -22,846 -90%
GSIAS
2870
Garden State Investment Advisory Services
New Jersey
$714K +$36.5K +135 +6%
SGAM
2871
Smith Group Asset Management
Texas
$713K +$117K +431 +20%
WAOI
2872
Wealth Advisors of Iowa
Iowa
$713K +$6.76K +25 +1%
NP
2873
Ninepoint Partners
Ontario, Canada
$712K -$83.8K -310 -11%
ACP
2874
Aveo Capital Partners
Colorado
$712K +$17.6K +65 +3%
FBC
2875
Fairfield, Bush & Co
Connecticut
$710K +$699K +2,584 New
113 114
115
116 117