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Name Holding Trade Value Shares
Change 		Change in
Stake
RVPG
2351
Relative Value Partners Group
$305K +$7.38K +127 +3%
UWM
2352
USAdvisors Wealth Management
Minnesota
$304K -$70.6K -1,215 -19%
LF
2353
Lee Financial
Texas
$304K +$13.7K +235 +5%
HWA
2354
HHM Wealth Advisors
Tennessee
$302K +$697 +12 +0.2%
RW
2355
REDW Wealth
New Mexico
$302K +$4.88K +84 +2%
CMBA
2356
C.M. Bidwell & Associates
Hawaii
$300K -$100K -1,721 -25%
1W
2357
1776 Wealth
Georgia
$300K – – –
AWM
2358
Apollon Wealth Management
South Carolina
$300K +$121K +2,076 +70%
HWM
2359
Holloway Wealth Management
Florida
$299K – – –
CA
2360
Callahan Advisors
Texas
$298K -$2.67K -46 -0.9%
WIA
2361
World Investment Advisors
California
$298K +$6.97K +120 +2%
SAM
2362
Shikiar Asset Management
New York
$297K – – –
CG
2363
Corundum Group
Colorado
$297K +$19.2K +330 +7%
SCM
2364
Stonehearth Capital Management
Massachusetts
$296K -$2.96K -51 -1%
IA
2365
IFG Advisors
Missouri
$295K +$174 +3 +0.1%
AFS
2366
Axiom Financial Strategies
Indiana
$294K -$1.45K -25 -0.5%
NWA
2367
New World Advisors
Massachusetts
$294K – – –
HFS
2368
Horizon Financial Services
North Carolina
$294K +$287K +4,939 New
SCM
2369
Silvant Capital Management
Georgia
$293K +$19.8K +340 +7%
P
2370
&Partners
Tennessee
$292K +$45.1K +776 +19%
LIM
2371
Lathrop Investment Management
Arkansas
$291K – – –
CL
2372
CIM LLC
New York
$291K +$291K +5,005 New
NAM
2373
North American Management
Massachusetts
$290K -$15.8K -272 -5%
NEPPG
2374
New England Professional Planning Group
Rhode Island
$289K -$93.7K -1,613 -25%
SWM
2375
Segment Wealth Management
Texas
$288K – – –
93 94
95
96 97