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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1051
IRON Financial
Illinois
$205K +$193K +2,231 New
CA
1052
Cornerstone Advisory
Maryland
$203K +$191K +2,218 New
HA
1053
HYA Advisors
Missouri
$202K +$190K +2,200 New
CS
1054
Comerica Securities
Michigan
$201K +$189K +2,193 New
P
1055
Pitcairn
Pennsylvania
$201K +$189K +2,194 New
DWM
1056
Darwin Wealth Management
Florida
$200K -$2.87M -33,227 -94%
WFA
1057
WestHill Financial Advisors
California
$200K +$189K +2,185 New
IPW
1058
IronBridge Private Wealth
Texas
$195K +$184K +2,127 New
IR
1059
Invictus RG
Bermuda
$194K -$110K -1,279 -38%
RPWA
1060
Regent Peak Wealth Advisors
Georgia
$189K +$178K +2,063 New
CFD
1061
Creative Financial Designs
Indiana
$188K – – –
HI
1062
Hudock Inc
Pennsylvania
$188K +$168K +1,951 +1,876%
PCG
1063
Private Capital Group
Connecticut
$186K +$83.2K +964 +91%
SNT
1064
Security National Trust
West Virginia
$183K – – –
SAS
1065
Stelac Advisory Services
New York
$183K +$173K +2,000 New
WB
1066
Webster Bank
Connecticut
$174K +$129K +1,500 +375%
PFO
1067
Pathstone Family Office
New Jersey
$170K +$152K +1,756 +1,756%
DWP
1068
Destiny Wealth Partners
Florida
$170K +$160K +1,850 New
APWA
1069
Atlas Private Wealth Advisors
New Jersey
$166K +$10.4K +120 +7%
PFBT
1070
Parkside Financial Bank & Trust
Missouri
$165K -$34.5K -400 -18%
KTC
1071
Kistler-Tiffany Companies
Pennsylvania
$163K +$39.9K +462 +35%
ADL
1072
Asset Dedication LLC
California
$161K +$431 +5 +0.3%
GWS
1073
Glassman Wealth Services
Virginia
$157K +$7.25K +84 +5%
ACA
1074
Aptus Capital Advisors
Alabama
$144K +$136K +1,572 New
FF
1075
FourThought Financial
Florida
$144K +$136K +1,575 New
41 42
43
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