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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1776
Strata Wealth Advisors
Texas
$217K +$192K +1,226 New
RMC
1777
Resources Management Corp
Connecticut
$217K – – –
DIP
1778
DT Investment Partners
Pennsylvania
$217K +$11K +70 +6%
JFGIW
1779
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$216K +$31.4K +200 +20%
C1AG
1780
Client 1st Advisory Group
Florida
$215K +$191K +1,217 New
HFS
1781
Heritage Financial Services
Massachusetts
$215K +$190K +1,213 New
FNBOO
1782
First National Bank of Omaha
Nebraska
$215K +$190K +1,212 New
SHF
1783
Stage Harbor Financial
Massachusetts
$215K +$190K +1,212 New
EFG
1784
Embree Financial Group
Illinois
$214K -$298K -1,898 -61%
FI
1785
Financial Insights
Washington
$214K -$55.9K -356 -23%
SIG
1786
Sargent Investment Group
Maryland
$214K +$197K +1,256 New
DWM
1787
David Wealth Management
Virginia
$213K +$189K +1,205 New
ITIM
1788
Indiana Trust & Investment Management
Indiana
$213K +$31.4K +200 +20%
KWS
1789
Keystone Wealth Services
California
$213K -$59K -376 -24%
CTFG
1790
Capstone Triton Financial Group
Oklahoma
$212K +$188K +1,200 New
CAIMH
1791
Central Asset Investments & Management Holdings
Hong Kong
$212K +$188K +1,200 New
MW
1792
Members Wealth
Pennsylvania
$212K +$178K +1,137 New
FDDB
1793
Fidelity D&D Bancorp
Pennsylvania
$211K +$187K +1,194 New
HWA
1794
Heritage Wealth Advisors
Virginia
$211K – – –
TC
1795
Trilogy Capital
California
$211K +$187K +1,192 New
PMG
1796
ProVise Management Group
Florida
$211K -$58.5K -373 -24%
IFPL
1797
Investments & Financial Planning LLC
Kentucky
$211K +$187K +1,191 New
FTC
1798
Farmers Trust Company
Ohio
$211K -$35.6K -227 -16%
MWM
1799
Mindset Wealth Management
Indiana
$210K +$187K +1,189 New
LWP
1800
LMG Wealth Partners
Louisiana
$209K -$133K -850 -42%
70 71
72
73 74