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Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
2601
Financial Management Network
California
$244K +$2.33K +56 +1%
OIA
2602
Optimum Investment Advisors
Illinois
$244K -$4.16K -100 -2%
HCM
2603
Hutner Capital Management
Vermont
$244K -$15.1K -363 -6%
PIA
2604
Pinion Investment Advisors
Kansas
$243K -$5.16K -124 -2%
HC
2605
Headland Capital
South Carolina
$243K -$165K -3,968 -43%
EFG
2606
Ehrlich Financial Group
California
$243K +$223K +5,350 New
SSA
2607
Sierra Summit Advisors
Nevada
$243K +$3.12K +75 +1%
CF
2608
Claris Financial
Virginia
$242K – – –
HWA
2609
HHM Wealth Advisors
Tennessee
$241K -$7.2K -173 -3%
AFM
2610
Armstrong Fleming & Moore
District of Columbia
$241K -$668K -16,047 -75%
ICP
2611
Interchange Capital Partners
Pennsylvania
$241K +$221K +5,308 New
RFW
2612
Rainier Family Wealth
Washington
$241K +$8.87K +213 +4%
TC
2613
Trilogy Capital
California
$241K -$8.28K -199 -4%
HCP
2614
Holt Capital Partners
Texas
$241K – – –
WA
2615
WBH Advisory
Maryland
$240K +$221K +5,301 New
HL
2616
HeadInvest LLC
Maine
$240K – – –
PFG
2617
PAX Financial Group
Texas
$240K +$220K +5,296 New
CNBOF
2618
City National Bank of Florida
Florida
$240K +$220K +5,296 New
TC
2619
TradeLink Capital
Illinois
$240K +$221K +5,300 New
CNWM
2620
Clay Northam Wealth Management
California
$240K – – –
TA
2621
TruWealth Advisors
Louisiana
$240K -$16.4K -394 -7%
SAM
2622
Seelaus Asset Management
New Jersey
$240K +$42 +1 +0%
AWC
2623
Adamsbrown Wealth Consultants
Kansas
$239K -$78.3K -1,881 -26%
CWM
2624
Cahaba Wealth Management
Georgia
$239K +$219K +5,261 New
AWG
2625
Altus Wealth Group
Colorado
$239K -$39.6K -951 -15%
103 104
105
106 107