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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1601
Slagle Financial
Illinois
$366K +$360K +1,733 New
CPIA
1602
Cornell Pochily Investment Advisors
New York
$365K +$45.7K +220 +15%
MSA
1603
Marino Stram & Associates
Massachusetts
$362K -$8.52K -41 -2%
AF
1604
Advisornet Financial
Minnesota
$362K -$8.52K -41 -2%
QT
1605
Quantamental Technologies
New York
$360K +$354K +1,706 New
RFA
1606
RTD Financial Advisors
Pennsylvania
$359K +$51.1K +246 +17%
WW
1607
Waterfront Wealth
Kansas
$357K – – –
PCM
1608
Presidio Capital Management
California
$356K -$11K -53 -3%
WC
1609
Woodstock Corp
Massachusetts
$356K -$62.3K -300 -15%
BEW
1610
Burton Enright Welch
California
$354K – – –
GCA
1611
Gradient Capital Advisors
California
$354K – – –
BSA
1612
Bull Street Advisors
Georgia
$353K -$7.27K -35 -2%
QCIG
1613
Quad-Cities Investment Group
Iowa
$353K – – –
UF
1614
Univest Financial
Pennsylvania
$352K -$19.5K -94 -5%
BWM
1615
Benchmark Wealth Management
Connecticut
$352K – – –
XS
1616
XR Securities
Illinois
$351K -$1.18M -5,687 -77%
KP
1617
Keel Point
Alabama
$351K -$2.7K -13 -0.8%
PCM
1618
Pointe Capital Management
Michigan
$349K -$19.5K -94 -5%
DAM
1619
Deltec Asset Management
New York
$348K -$62.3K -300 -15%
TA
1620
TrueWealth Advisors
Alabama
$348K – – –
ACM
1621
AlphaStar Capital Management
North Carolina
$347K -$50.5K -243 -13%
WA
1622
Wealth Alliance
New York
$347K -$30.5K -147 -8%
FTWA
1623
Fifth Third Wealth Advisors
Ohio
$346K +$341K +1,640 New
RFA
1624
Register Financial Advisors
Georgia
$346K +$208 +1 +0.1%
ISB
1625
Iowa State Bank
Iowa
$344K -$5.19K -25 -2%
63 64
65
66 67