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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
1101
Sage Private Wealth Group
Illinois
$426K +$18.2K +83 +5%
KCPG
1102
Kavar Capital Partners Group
Kansas
$425K +$412K +1,882 New
EH
1103
Equitable Holdings
New York
$425K +$71.5K +327 +21%
JCIA
1104
Jackson Creek Investment Advisors
Colorado
$424K +$410K +1,875 New
GC
1105
Grimes & Company
Massachusetts
$423K +$1.97K +9 +0.5%
BTI
1106
Blue Trust Inc
Georgia
$422K -$81.8K -374 -16%
HW
1107
Hamilton Wealth
California
$422K – – –
MFA
1108
Mayflower Financial Advisors
Massachusetts
$421K +$98.6K +451 +32%
DI
1109
DFPG Investments
Utah
$420K -$21.2K -97 -5%
GFPC
1110
Global Financial Private Client
Florida
$415K +$389K +1,779 +3,177%
SCM
1111
Stonebridge Capital Management
California
$413K – – –
LWP
1112
LMG Wealth Partners
Louisiana
$412K +$33.5K +153 +9%
GLA
1113
Good Life Advisors
Pennsylvania
$410K – – –
VBCG
1114
Valley Brook Capital Group
Pennsylvania
$409K -$131K -601 -25%
WIA
1115
Wetzel Investment Advisors
Indiana
$408K +$395K +1,805 New
SPA
1116
Shore Point Advisors
New Jersey
$407K +$656 +3 +0.2%
HA
1117
Harfst & Associates
Wyoming
$407K -$47K -215 -11%
OIS
1118
Okabena Investment Services
Minnesota
$404K +$391K +1,788 New
FNB
1119
Farmers National Bank
Kentucky
$403K -$437 -2 -0.1%
APWM
1120
Argonautica Private Wealth Management
Massachusetts
$403K -$437 -2 -0.1%
PCA
1121
Pallas Capital Advisors
Massachusetts
$403K -$24.5K -112 -6%
UFF
1122
USA Financial Formulas
Michigan
$400K +$382K +1,747 +8,319%
GA
1123
Geller Advisors
New York
$397K -$7.22K -33 -2%
VFA
1124
Voya Financial Advisors
Connecticut
$396K -$57.5K -263 -13%
LAI
1125
Legal Advantage Investments
California
$396K -$10.9K -50 -3%
43 44
45
46 47