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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1926
Sound Income Strategies
Florida
$484K +$141K +3,987 +45%
NRG
1927
Nemes Rush Group
Michigan
$484K -$89.1K -2,519 -16%
WIA
1928
World Investment Advisors
California
$483K +$124K +3,501 +38%
VFPW
1929
Vantage Financial Partners (Wisconsin)
Wisconsin
$482K +$8.53K +241 +2%
LGWM
1930
Litman Gregory Wealth Management
California
$482K -$198K -5,604 -30%
CAMV
1931
Concord Asset Management (Virginia)
Virginia
$481K +$31.3K +885 +7%
KA
1932
Klingman & Associates
New York
$481K +$21.4K +604 +5%
HGERS
1933
Householder Group Estate & Retirement Specialist
Arizona
$480K -$32.8K -928 -7%
FCIM
1934
Fairview Capital Investment Management
California
$479K – – –
CIM
1935
CIM Investment Management
Pennsylvania
$478K – – –
WMP
1936
Wealth Management Partners
Arizona
$478K -$35.2K -995 -7%
WA
1937
Wealth Architects
California
$478K -$45.4K -1,283 -9%
LWA
1938
Lantern Wealth Advisors
New York
$477K +$447K +12,646 New
TT
1939
TI-Trust
Illinois
$476K – – –
TCM
1940
Tributary Capital Management
Nebraska
$475K -$14.2K -400 -3%
FSCM
1941
Front Street Capital Management
Montana
$475K +$6.26K +177 +1%
PWM
1942
PBMares Wealth Management
Virginia
$475K +$71.2K +2,013 +19%
AWS
1943
Arkfeld Wealth Strategies
Nebraska
$475K +$6.47K +183 +2%
SCA
1944
SMH Capital Advisors
Texas
$474K -$5.87K -166 -1%
AC
1945
Apella Capital
Connecticut
$473K +$12.3K +348 +3%
NAG
1946
Northstar Advisory Group
New Jersey
$472K +$79.4K +2,245 +22%
DBIA
1947
Dumont & Blake Investment Advisors
New Jersey
$471K -$38.5K -1,088 -8%
APW
1948
Aurora Private Wealth
New Jersey
$470K +$38.5K +1,088 +10%
WDG
1949
Wealth Dimensions Group
Ohio
$470K -$5.7K -161 -1%
CCP
1950
Cassia Capital Partners
North Carolina
$470K -$6.69K -189 -1%
76 77
78
79 80