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Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
2076
Asset Advisory Group
New Jersey
$475K – – –
CFA
2077
Cahill Financial Advisors
Minnesota
$475K -$9.62K -205 -2%
CAM
2078
Campion Asset Management
Virginia
$475K +$2.86K +61 +0.5%
GWANC
2079
Guardian Wealth Advisors (North Carolina)
North Carolina
$475K -$13.6K -290 -3%
ONSWM
2080
Old North State Wealth Management
North Carolina
$474K -$1.95M -41,510 -79%
BFO
2081
Biltmore Family Office
North Carolina
$473K -$12.4K -265 -2%
GRR
2082
Golden Reserve Retirement
Ohio
$473K +$524K +11,175 New
LA
2083
LexAurum Advisors
Kansas
$473K -$6.57K -140 -1%
KA
2084
Kooman & Associates
Pennsylvania
$472K +$18.9K +403 +4%
MAWA
2085
Moss Adams Wealth Advisors
Washington
$471K -$29K -619 -5%
DA
2086
Dover Advisors
Virginia
$469K -$195K -4,153 -27%
CG
2087
CFO4Life Group
Texas
$468K +$63.3K +1,350 +14%
SFG
2088
Sowa Financial Group
Rhode Island
$468K -$12.2K -260 -2%
PFM
2089
Peak Financial Management
Massachusetts
$467K +$4.69K +100 +0.9%
APA
2090
Astoria Portfolio Advisors
New York
$467K +$72.5K +1,545 +16%
LGA
2091
Lebenthal Global Advisors
New York
$467K -$16.1K -344 -3%
RK
2092
Rather & Kittrell
Tennessee
$465K +$6.99K +149 +1%
CIM
2093
CIM Investment Management
Pennsylvania
$464K -$49.4K -1,054 -9%
HBT
2094
Heartland Bank & Trust
Illinois
$464K -$227K -4,842 -31%
RPC
2095
Rossmore Private Capital
Connecticut
$464K – – –
GCA
2096
Genesee Capital Advisors
New York
$463K +$318K +6,775 +163%
NAMP
2097
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$463K – – –
WAM
2098
Watershed Asset Management
California
$462K +$76.2K +1,625 +17%
CLA
2099
Carnegie Lake Advisors
New Jersey
$461K -$23.5K -500 -4%
FBC
2100
Fairfield, Bush & Co
Connecticut
$460K +$27.2K +580 +6%
82 83
84
85 86