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Name Holding Trade Value Shares
Change 		Change in
Stake
BL
3301
Balentine LLC
Georgia
$567K -$118K -393 -18%
SI
3302
Severin Investments
Missouri
$566K +$539K +1,791 New
TWA
3303
Talisman Wealth Advisors
New Jersey
$566K -$10.5K -35 -2%
RFA
3304
Reyes Financial Architecture
California
$565K +$538K +1,789 New
CL
3305
CLG LLC
California
$564K +$536K +1,783 New
AC
3306
Apella Capital
Connecticut
$563K -$1.2K -4 -0.2%
WDG
3307
Wealth Dimensions Group
Ohio
$563K +$56.5K +188 +12%
CWD
3308
Clarity Wealth Development
Oregon
$561K +$494K +1,643 New
MAM
3309
Mainsail Asset Management
Alabama
$561K – – –
GP
3310
Guardian Partners
Canada
$561K +$539K +1,794 New
SAM
3311
Sherman Asset Management
California
$560K +$533K +1,773 New
LJHT
3312
Laurie J. Hall Trustee
$560K – – –
PCM
3313
Park Capital Management
Wisconsin
$559K +$532K +1,768 New
PIM
3314
Pullen Investment Management
Florida
$558K +$34.6K +115 +7%
HPM
3315
Hoxton Planning & Management
West Virginia
$557K +$6.01K +20 +1%
BAS
3316
Breakthru Advisory Services
Wisconsin
$557K +$530K +1,763 New
GWP
3317
Gateway Wealth Partners
Wisconsin
$557K +$111K +368 +26%
CWM
3318
Cedar Wealth Management
California
$556K -$6.01K -20 -1%
PCS
3319
Private Client Services
Kentucky
$555K -$9.92K -33 -2%
IPWA
3320
International Private Wealth Advisors
California
$553K +$267K +889 +103%
LBC
3321
Leigh Baldwin & Co
New York
$553K +$526K +1,750 New
CPA
3322
Clear Point Advisors
New York
$553K -$14.4K -48 -3%
MFG
3323
Midwest Financial Group
Kansas
$551K +$7.22K +24 +1%
SHFP
3324
Second Half Financial Partners
Florida
$551K +$524K +1,743 New
PCI
3325
Planning Center Inc
Illinois
$551K -$3.91K -13 -0.7%
131 132
133
134 135