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Name Holding Trade Value Shares
Change 		Change in
Stake
TIAM2
2401
Tru Independence Asset Management 2
Oregon
$382K +$386K +6,496 New
HWMG
2402
Hurlow Wealth Management Group
Indiana
$381K – – –
PCMC
2403
Paragon Capital Management (Colorado)
Colorado
$381K – – –
AWA
2404
Aaron Wealth Advisors
Illinois
$381K +$386K +6,494 New
BFG
2405
Bouchey Financial Group
New York
$380K -$11.5K -193 -3%
JC
2406
Jentner Corp
Ohio
$380K – – –
LAS
2407
Lloyd Advisory Services
Georgia
$379K -$3.68K -62 -1%
HPCM
2408
Hunter Perkins Capital Management
Illinois
$378K +$382K +6,430 New
LA
2409
Legacy Advisors
Pennsylvania
$377K -$61K -1,027 -14%
FFWM
2410
Future Financial Wealth Management
Ohio
$377K +$381K +6,417 New
KIG
2411
Kowal Investment Group
Wisconsin
$376K +$390K +6,559 New
TAM
2412
Townsend Asset Management
North Carolina
$375K +$3.27K +55 +0.9%
PGWM
2413
Parisi Gray Wealth Management
New Jersey
$374K +$1.96K +33 +0.5%
GAM
2414
Gemmer Asset Management
California
$372K -$6.83K -115 -2%
AWMF
2415
Arbor Wealth Management (Florida)
Florida
$371K +$2.79K +47 +0.7%
HFP
2416
Holistic Financial Partners
Indiana
$370K +$24.8K +417 +7%
HFA
2417
High Falls Advisors
New York
$370K +$374K +6,295 New
GTAM
2418
Global Trust Asset Management
Florida
$369K -$382K -6,425 -51%
PRS
2419
Pinkerton Retirement Specialists
Idaho
$369K +$18.8K +316 +5%
GWM
2420
GSB Wealth Management
Connecticut
$367K – – –
TWI
2421
Thomas White International
Illinois
$367K – – –
SWP
2422
ShoreHaven Wealth Partners
New Jersey
$367K +$371K +6,239 New
CCA
2423
Column Capital Advisors
Indiana
$366K +$49.5K +834 +15%
CGA
2424
Crescent Grove Advisors
Illinois
$366K +$85.3K +1,436 +30%
JFS
2425
JD Financial Services
Pennsylvania
$366K +$370K +6,228 New
95 96
97
98 99