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Name Holding Trade Value Shares
Change 		Change in
Stake
ASG
1501
Ariston Services Group
California
$313K – – –
RHP
1502
Royal Harbor Partners
Texas
$312K – – –
WP
1503
WealthShield Partners
North Carolina
$311K -$28.6K -165 -8%
JWM
1504
Jacksonville Wealth Management
Florida
$310K -$24.6K -142 -7%
CMA
1505
Cedar Mountain Advisors
Oregon
$310K – – –
CP
1506
Canopy Partners
Ohio
$309K +$2.42K +14 +0.8%
MSFS
1507
Main Street Financial Solutions
Pennsylvania
$308K +$312K +1,805 New
IIM
1508
Ironwood Investment Management
Massachusetts
$308K -$865 -5 -0.3%
CVA
1509
Central Valley Advisors
California
$307K -$72.7K -420 -19%
AAS
1510
Asset Allocation Strategies
Michigan
$306K +$3.12K +18 +1%
SCI
1511
S&CO Inc
Massachusetts
$305K – – –
MNBTD
1512
Moody National Bank Trust Division
Texas
$305K -$4.33K -25 -1%
WP
1513
WealthPLAN Partners
Nebraska
$304K -$37.9K -219 -11%
BFA
1514
Bill Few Associates
Pennsylvania
$304K -$865 -5 -0.3%
JCM
1515
Jag Capital Management
Missouri
$302K – – –
CFGW
1516
Chancellor Financial Group WB
Pennsylvania
$302K – – –
MPM
1517
MBB Public Markets
Illinois
$301K +$306K +1,767 New
SIA
1518
Schechter Investment Advisors
Michigan
$301K -$69.1K -399 -18%
CA
1519
Crane Advisory
California
$301K -$61.6K -356 -16%
CL
1520
CVFG LLC
Indiana
$300K +$21.6K +125 +8%
NCMW
1521
Northern Capital Management (Washington)
Washington
$300K – – –
DA
1522
Dash Acquisitions
California
$300K +$3.63K +21 +1%
FAG
1523
Fortitude Advisory Group
Washington
$299K +$331K +1,914 New
TFA
1524
Teamwork Financial Advisors
Texas
$299K -$1.2M -6,954 -80%
SWA
1525
SOA Wealth Advisors
New York
$299K -$10.4K -60 -3%
59 60
61
62 63