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Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
2676
Wood Tarver Financial Group
Idaho
$64K +$72.3K +146 New
FWM
2677
FLP Wealth Management
Arkansas
$63.6K +$70.8K +143 New
TFGT
2678
TS Financial Group (TSFG)
Illinois
$62K – – –
OCM
2679
Osterweis Capital Management
California
$60K -$35.3M -71,236 -100%
SRCM
2680
Signature Resources Capital Management
California
$60K – – –
LAMC
2681
Longview Asset Management (California)
California
$59.6K +$66.3K +134 New
CTC
2682
Cetera Trust Company
Minnesota
$58.3K – – –
KBFS
2683
Kohmann Bosshard Financial Services
Ohio
$57.8K +$64.4K +130 New
GA
2684
GoalVest Advisory
New York
$57.8K -$48K -97 -43%
LDB
2685
Lee, Danner & Bass
Tennessee
$56K +$62.4K +126 New
RDFA
2686
Ritter Daniher Financial Advisory
Ohio
$55.1K -$6.93K -14 -10%
FUBT
2687
First United Bank & Trust
Maryland
$55.1K – – –
WB
2688
Webster Bank
Connecticut
$53.4K -$41.6K -84 -41%
PP
2689
Pingora Partners
Wyoming
$53.4K – – –
PWA
2690
Provenance Wealth Advisors
Florida
$53.4K – – –
EA
2691
Evolution Advisers
Virginia
$52K – – –
BLC
2692
Brown, Lisle/Cummings
Rhode Island
$51.6K +$10.9K +22 +23%
JGIA
2693
Jackson Grant Investment Advisers
Connecticut
$51.1K – – –
WOC
2694
West Oak Capital
California
$51.1K – – –
NC
2695
NewSquare Capital
Pennsylvania
$50.7K +$3.96K +8 +8%
CAC
2696
Core Alternative Capital
Georgia
$50.7K +$9.9K +20 +21%
JSAM
2697
J. Safra Asset Management
New York
$50.4K – – –
FCG
2698
Financial Connections Group
California
$50K – – –
MS
2699
Mizuho Securities
Japan
$49K -$381K -770 -88%
CWM
2700
Consultiva Wealth Management
Puerto Rico
$48.9K +$54.5K +110 New
106 107
108
109 110