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Name Holding Trade Value Shares
Change 		Change in
Stake
ARI
3201
Applied Research Investments
Delaware
$804K -$214K -1,713 -18%
IP
3202
Investment Partners
Ohio
$803K +$45K +360 +5%
SFG
3203
Sunburst Financial Group
Alabama
$803K +$152K +1,217 +19%
WAM
3204
WFA Asset Management
Wisconsin
$803K +$7.51K +60 +0.8%
KC
3205
Kenfarb & Co
Kentucky
$802K -$585K -4,674 -95%
SFP
3206
Sweet Financial Partners
Minnesota
$801K +$168K +1,345 +22%
SFWA
3207
Summit Financial Wealth Advisors
Louisiana
$800K +$28.4K +227 +4%
SAM
3208
Strategy Asset Managers
California
$799K -$377K -3,013 -29%
AWAP
3209
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$799K +$27.9K +223 +3%
MIM
3210
Merrion Investment Management
New Jersey
$797K +$7.51K +60 +0.8%
UCB
3211
United Community Bank
South Carolina
$797K +$32.5K +260 +4%
MKC
3212
M. Kraus & Co
Vermont
$796K -$3.75K -30 -0.4%
WFI
3213
West Family Investments
California
$793K -$2.23M -17,796 -70%
CWA
3214
Capital Wealth Alliance
Arizona
$791K +$652K +5,210 +239%
TFF
3215
The Family Firm
Maryland
$790K +$32.7K +261 +4%
AW
3216
Avion Wealth
Texas
$790K +$711K +5,680 +323%
CSIA
3217
Carl Stuart Investment Advisor
Texas
$788K +$1.25K +10 +0.1%
CFA
3218
CWS Financial Advisors
Michigan
$787K +$89.2K +713 +11%
CWA
3219
CJM Wealth Advisers
Virginia
$786K +$7.63K +61 +0.8%
CA
3220
Centerpoint Advisors
Massachusetts
$786K -$35K -280 -4%
HLOC
3221
H.L. Ormond & Company
North Carolina
$785K -$114K -914 -11%
MIM
3222
MTM Investment Management
South Carolina
$783K +$5.63K +45 +0.6%
GSIS
3223
Global Strategic Investment Solutions
Arizona
$782K +$183K +1,459 +25%
OPOWM
3224
One Plus One Wealth Management
Florida
$780K +$15K +120 +2%
D
3225
Diversified
Delaware
$780K +$45K +360 +5%
127 128
129
130 131