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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
851
Sound Income Strategies
Florida
$245K -$9.87K -252 -5%
CCA
852
Cottonwood Capital Advisors
Utah
$245K +$205K +5,220 New
AP
853
Anchyra Partners
Georgia
$245K +$204K +5,207 New
AWP
854
Axis Wealth Partners
Rhode Island
$244K +$203K +5,184 New
SC
855
Searle & Co
Connecticut
$244K +$203K +5,181 New
PVI
856
Pine Valley Investments
New Jersey
$243K +$203K +5,179 New
CFG
857
Citizens Financial Group
Rhode Island
$242K +$202K +5,149 New
FFB
858
First Financial Bankshares
Texas
$241K +$201K +5,131 New
FFWA
859
FRG Family Wealth Advisors
Washington
$241K -$165K -4,200 -45%
KA
860
Kure Advisory
Minnesota
$241K +$201K +5,127 New
CGH
861
CMG Global Holdings
Texas
$241K – – –
GAG
862
GM Advisory Group
New York
$240K +$200K +5,112 New
1WM
863
1900 Wealth Management
Texas
$239K +$199K +5,086 New
SAM
864
Secure Asset Management
Michigan
$239K +$199K +5,085 New
PFSC
865
Peoples Financial Services Corp
Pennsylvania
$238K -$274 -7 -0.1%
SFWA
866
Summit Financial Wealth Advisors
Louisiana
$238K +$198K +5,062 New
FIA
867
FPC Investment Advisory
California
$236K +$200K +5,100 New
JF
868
Jump Financial
Illinois
$236K +$197K +5,018 New
CWG
869
Cornerstone Wealth Group
North Carolina
$236K +$201K +5,136 New
KJWM
870
Kiley Juergens Wealth Management
Washington
$236K +$197K +5,017 New
LWMI
871
Legacy Wealth Management (Idaho)
Idaho
$235K – – –
NSAM
872
North Star Asset Management
Wisconsin
$235K +$196K +5,001 New
ECM
873
Estabrook Capital Management
New York
$235K – – –
PCM
874
Pavaki Capital Management
Colorado
$235K – – –
ACM
875
Appalachian Capital Management
Ohio
$235K +$196K +5,000 New
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