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Name Holding Trade Value Shares
Change 		Change in
Stake
GS
1101
GWN Securities
Florida
$409K +$104K +165 +37%
TPI
1102
Trust Point Inc
Wisconsin
$408K +$382K +606 New
HSA
1103
HBK Sorce Advisory
Pennsylvania
$406K -$105K -166 -14%
PWP
1104
Principle Wealth Partners
Connecticut
$406K +$379K +602 New
BAM
1105
BOCHK Asset Management
Hong Kong
$404K – – –
CCM
1106
Corsair Capital Management
New York
$404K – – –
MFF
1107
Michels Family Financial
Texas
$404K +$56.7K +90 +18%
VT
1108
Volterra Technologies
New York
$404K +$378K +600 New
MT
1109
Midwest Trust
Kansas
$404K +$73.7K +117 +24%
CCMG
1110
Clark Capital Management Group
Pennsylvania
$401K +$42.2K +67 +13%
CAS
1111
Coppell Advisory Solutions
Texas
$400K -$13.2K -21 -4%
B
1112
Bensler
Washington
$399K +$17K +27 +5%
MWM
1113
Mosley Wealth Management
California
$397K +$397K +630 New
MFIM
1114
Mesirow Financial Investment Management
Illinois
$396K -$321K -509 -46%
CIA
1115
Capital Investment Advisors
Georgia
$394K +$86.3K +137 +31%
CIS
1116
Custom Index Systems
New York
$391K -$226K -358 -38%
MAC
1117
Mason & Associates (California)
California
$391K +$366K +581 New
PL
1118
Plancorp LLC
Missouri
$388K +$7.56K +12 +2%
GSEP
1119
Golden State Equity Partners
California
$385K +$35.9K +57 +11%
JF
1120
JMN Financial
Ohio
$384K +$359K +570 New
AWM
1121
Arista Wealth Management
Nevada
$382K -$441K -700 -55%
EC
1122
EdgeRock Capital
Colorado
$382K -$27.1K -43 -7%
GWP
1123
Gen-Wealth Partners
Michigan
$379K +$3.78K +6 +1%
CAM
1124
Covenant Asset Management
New Jersey
$378K +$353K +561 New
CWA
1125
CogentBlue Wealth Advisors
Tennessee
$378K +$18.9K +30 +6%
43 44
45
46 47