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Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
4101
Forte Asset Management
New York
$1.2M – – –
FTA
4102
Financial & Tax Architects
Missouri
$1.19M +$289K +1,574 +29%
SPWG
4103
Sage Private Wealth Group
Illinois
$1.19M +$30.6K +167 +2%
IWP
4104
Insight Wealth Partners
Texas
$1.19M +$30.8K +168 +2%
MFGP
4105
Marshall Financial Group (Pennsylvania)
Pennsylvania
$1.19M +$734 +4 +0.1%
LFG
4106
Lockerman Financial Group
California
$1.19M +$7.52K +41 +0.6%
OLA
4107
Oliver Luxxe Assets
New Jersey
$1.19M -$3.3K -18 -0.3%
AFWM
4108
AMJ Financial Wealth Management
Virginia
$1.19M +$82.5K +450 +7%
SPW
4109
Sonoma Private Wealth
California
$1.19M +$13.9K +76 +1%
LSC
4110
Lesa Sroufe & Co
Washington
$1.19M +$33.9K +185 +3%
DSN
4111
D. Scott Neal
Kentucky
$1.18M – – –
RWG
4112
Regal Wealth Group
California
$1.18M +$121K +661 +11%
DWA
4113
Delos Wealth Advisors
Texas
$1.18M -$17.1K -93 -1%
PPW
4114
Presilium Private Wealth
Pennsylvania
$1.18M – – –
AIA
4115
Angeles Investment Advisors
California
$1.17M -$363K -1,978 -22%
NWMG
4116
National Wealth Management Group
Ohio
$1.17M -$16K -87 -1%
ST
4117
Sageworth Trust
Pennsylvania
$1.17M -$29.3K -160 -2%
DLHL
4118
Donald L. Hagan LLC
Florida
$1.17M -$38.1K -208 -3%
LAM
4119
LifePro Asset Management
California
$1.16M -$1.66M -9,056 -57%
EBWM
4120
Eagle Bluffs Wealth Management
Missouri
$1.16M -$49.7K -271 -4%
BDWCC
4121
B&D White Capital Company
Texas
$1.16M -$9.09M -49,579 -88%
EBSAM
4122
Eubel Brady & Suttman Asset Management
Ohio
$1.16M -$1.1K -6 -0.1%
SA
4123
SRH Advisors
Kansas
$1.16M +$96.6K +527 +8%
WMR
4124
Wealth Management Resources
Rhode Island
$1.16M +$16.3K +89 +1%
KDA
4125
Kraft Davis & Associates
Missouri
$1.16M +$10.8K +59 +0.9%
163 164
165
166 167