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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1826
StrategIQ Financial Group
Indiana
$241K +$3.28K +15 +1%
AWAG
1827
ARS Wealth Advisors Group
Florida
$240K +$274K +1,254 New
WFAG
1828
Worth Financial Advisory Group
North Carolina
$240K +$274K +1,253 New
VAG
1829
VisionPoint Advisory Group
Texas
$240K +$241K +1,102 +730%
OFS
1830
OneAscent Financial Services
Alabama
$239K +$273K +1,246 New
PWA
1831
Physician Wealth Advisors
Utah
$239K -$656 -3 -0.2%
ACH
1832
ArrowMark Colorado Holdings
Colorado
$239K – – –
STB
1833
S&T Bank
Pennsylvania
$238K – – –
FPGK
1834
Financial Partners Group (Kansas)
Kansas
$238K -$7K -32 -3%
FNBTCON
1835
First National Bank & Trust Co of Newtown
Pennsylvania
$237K – – –
RGC
1836
Roberts, Glore & Co
Illinois
$237K – – –
SIC
1837
Salem Investment Counselors
North Carolina
$237K -$7.88K -36 -3%
RPCA
1838
Running Point Capital Advisors
California
$237K – – –
CWS
1839
Cypress Wealth Services
California
$237K -$21.9K -100 -7%
SFWC
1840
Strategic Family Wealth Counselors
New Jersey
$237K – – –
JFA
1841
JNBA Financial Advisors
Minnesota
$237K +$4.38K +20 +2%
LSA
1842
L & S Advisors
California
$235K -$1.22M -5,566 -82%
PO
1843
Private Ocean
California
$234K -$438 -2 -0.2%
HWA
1844
Heritage Wealth Advisors
Virginia
$234K – – –
LF
1845
Lee Financial
Texas
$234K – – –
BHWM
1846
Bar Harbor Wealth Management
New Hampshire
$234K -$81.2K -371 -23%
BWM
1847
Baron Wealth Management
Michigan
$233K +$1.97K +9 +0.7%
FWTB
1848
First Western Trust Bank
Colorado
$233K -$6.56K -30 -2%
CWM
1849
Compass Wealth Management
Connecticut
$233K – – –
WIC
1850
Woodmont Investment Counsel
Tennessee
$233K – – –
72 73
74
75 76