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Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
2376
Exit Wealth Advisors
Georgia
$1.85M +$1.88M +5,427 New
XWM
2377
Xcel Wealth Management
Florida
$1.85M +$3.81K +11 +0.2%
PFA
2378
Pathway Financial Advisers
Indiana
$1.85M +$288K +833 +18%
RGF
2379
Retirement Guys Formula
Ohio
$1.85M +$65.4K +189 +4%
BCM
2380
Boreal Capital Management
Florida
$1.85M +$325K +940 +21%
NERM
2381
New England Research & Management
Illinois
$1.84M +$363K +1,050 +24%
GIA
2382
Guyasuta Investment Advisors
Pennsylvania
$1.84M -$77.9K -225 -4%
IWA
2383
IVC Wealth Advisors
Pennsylvania
$1.83M +$44K +127 +2%
FA
2384
Fountainhead AM
New Jersey
$1.83M -$67.8K -196 -4%
CWM
2385
Challenger Wealth Management
California
$1.83M -$416K -1,202 -18%
EFSCE
2386
Enterprise Financial Services Corp (EFSC)
Missouri
$1.83M -$94.1K -272 -5%
LOIP
2387
Live Oak Investment Partners
Texas
$1.83M +$3.46K +10 +0.2%
SJIM
2388
St. Johns Investment Management
Florida
$1.82M +$126K +364 +7%
PL
2389
Plancorp LLC
Missouri
$1.82M -$370K -1,070 -17%
PFG
2390
Putney Financial Group
California
$1.82M -$52.6K -152 -3%
APIM
2391
Agate Pass Investment Management
Washington
$1.81M +$3.81K +11 +0.2%
BCG
2392
Breakwater Capital Group
New Jersey
$1.81M – – –
CG
2393
Corundum Group
Colorado
$1.81M -$30.8K -89 -2%
NLGIA
2394
Nippon Life Global Investors Americas
New York
$1.81M +$336K +970 +22%
PWAM
2395
Pinnacle West Asset Management
Wyoming
$1.81M – – –
WCM
2396
Winthrop Capital Management
Indiana
$1.81M +$75.5K +218 +4%
1IA
2397
1834 Investment Advisors
Wisconsin
$1.81M -$64.7K -187 -3%
TPWM
2398
Twelve Points Wealth Management
Massachusetts
$1.81M -$4.84K -14 -0.3%
SAM
2399
Summit Asset Management
Tennessee
$1.81M – – –
RPWA
2400
Regent Peak Wealth Advisors
Georgia
$1.8M +$1.83M +5,281 New
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