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Name Holding Trade Value Shares
Change 		Change in
Stake
TAA
751
TB Alternative Assets
Cayman Islands
$396K – – –
WAG
752
Windsor Advisory Group
Ohio
$396K +$355K +4,500 New
PFGIA
753
Patriot Financial Group Insurance Agency
Massachusetts
$394K -$123K -1,556 -26%
CB
754
Commerce Bank
Missouri
$392K -$156K -1,983 -31%
SV
755
Sturgeon Ventures
United Kingdom
$388K – – –
MP
756
McDonald Partners
Ohio
$382K -$78.9K -1,001 -19%
HIA
757
Harbor Investment Advisory
Maryland
$381K -$22.2K -282 -6%
HWM
758
HB Wealth Management
Georgia
$381K +$96.7K +1,226 +40%
OIA
759
OneDigital Investment Advisors
Kansas
$379K -$30.4K -385 -8%
BOH
760
Bank of Hawaii
Hawaii
$376K -$78.3K -993 -19%
MFG
761
Merit Financial Group
Georgia
$376K +$6.78K +86 +2%
CGPCS
762
Capital Group Private Client Services
California
$375K – – –
CWM
763
Congress Wealth Management
Massachusetts
$372K -$409K -5,189 -55%
MHS
764
M Holdings Securities
Oregon
$370K -$9.22K -117 -3%
FG
765
Foster Group
Iowa
$370K – – –
PCM
766
Parsons Capital Management
Rhode Island
$367K -$45.3K -575 -12%
MWA
767
Moser Wealth Advisors
Washington
$367K -$74.6K -946 -19%
SFP
768
Sandbox Financial Partners
Maryland
$367K – – –
VVP
769
Venture Visionary Partners
Ohio
$367K +$23.8K +302 +8%
II
770
Ibex Investors
Colorado
$366K – – –
QPW
771
Quantum Private Wealth
Florida
$362K +$324K +4,115 New
WFI
772
West Family Investments
California
$361K -$15.8K -201 -5%
JWM
773
Jeppson Wealth Management
California
$360K -$237K -3,008 -42%
WBG
774
Wharton Business Group
Pennsylvania
$360K -$23.3K -295 -7%
SW
775
SkyOak Wealth
Michigan
$359K +$47.3K +600 +17%
29 30
31
32 33