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Name Holding Trade Value Shares
Change 		Change in
Stake
MAG
1201
Members Advisory Group
New York
$381K – – –
PSB
1202
Piscataqua Savings Bank
New Hampshire
$381K – – –
LWMG
1203
Levy Wealth Management Group
Pennsylvania
$379K +$48.9K +319 +11%
DWM
1204
Doyle Wealth Management
Florida
$378K +$1.07K +7 +0.2%
WB
1205
Webster Bank
Connecticut
$375K -$40.3K -263 -8%
SFI
1206
Siemens Fonds Invest
Germany
$375K – – –
O
1207
Ossiam
France
$375K +$475K +3,100 New
SG
1208
StoneX Group
New York
$374K -$13.7K -89 -3%
MIS
1209
Morningstar Investment Services
Illinois
$374K -$2.7M -17,601 -87%
RFN
1210
RDA Financial Network
Iowa
$374K -$504K -3,285 -52%
WCM
1211
Whitener Capital Management
North Carolina
$374K -$41.4K -270 -8%
SAM
1212
SignalPoint Asset Management
Missouri
$374K -$8.13K -53 -2%
FNT
1213
First Nebraska Trust
Nebraska
$373K -$35.9K -234 -7%
CA
1214
Cambridge Advisors
Nebraska
$372K +$76.7K +500 +19%
TP
1215
Tranquility Partners
Tennessee
$372K +$138K +897 +41%
ACI
1216
Alpha Cubed Investments
California
$371K -$220K -1,432 -32%
UAS
1217
United Asset Strategies
New York
$371K +$153 +1 +0%
NIC
1218
Northwest Investment Counselors
Oregon
$371K +$22.4K +146 +5%
RCA
1219
Resonant Capital Advisors
Wisconsin
$367K +$18.6K +121 +4%
AIA
1220
Armor Investment Advisors
North Carolina
$366K +$76.1K +496 +20%
IWA
1221
Icon Wealth Advisors
Texas
$366K +$464K +3,024 New
GFPC
1222
Global Financial Private Client
Florida
$366K +$241K +1,571 +118%
BIAS
1223
Beacon Investment Advisory Services
New Jersey
$365K -$161K -1,050 -26%
FFA
1224
Fragasso Financial Advisors
Pennsylvania
$365K – – –
HWP
1225
Highline Wealth Partners
California
$365K +$462K +3,012 New
47 48
49
50 51