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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1276
Summit Financial Group
West Virginia
$331K -$510 -7 -0.2%
IWM
1277
IHT Wealth Management
Illinois
$329K +$41.9K +575 +14%
NPF
1278
Norris Perne & French
Michigan
$328K -$9.11K -125 -3%
PWA
1279
Physician Wealth Advisors
Utah
$327K -$49.4K -678 -14%
EHWM
1280
Eads & Heald Wealth Management
Georgia
$327K -$25.1K -345 -7%
TWP
1281
Tempus Wealth Planning
California
$327K -$10.9K -150 -3%
BWP
1282
Baldwin Wealth Partners
Massachusetts
$327K – – –
GF
1283
Gries Financial
Ohio
$327K +$14.9K +205 +5%
QCG
1284
Quadrant Capital Group
Ohio
$327K +$35K +480 +12%
FFA
1285
Founders Financial Alliance
North Carolina
$326K -$3.42K -47 -1%
FIM
1286
Freedom Investment Management
Connecticut
$325K +$89.6K +1,230 +38%
SFFS
1287
Stonehage Fleming Financial Services
Jersey
$323K – – –
MWM
1288
Modera Wealth Management
New Jersey
$323K +$8.82K +121 +3%
IA
1289
IndexIQ Advisors
New York
$322K +$42.1K +578 +15%
TF
1290
TLWM Financial
Texas
$321K – – –
AA
1291
Argent Advisors
Louisiana
$321K +$91.9K +1,261 +40%
SWA
1292
Sutton Wealth Advisors
Florida
$320K -$6.05K -83 -2%
CW
1293
CreativeOne Wealth
Kansas
$320K +$5.54K +76 +2%
SG
1294
Stonnington Group
California
$320K +$21.9K +300 +9%
BDF
1295
Balasa Dinverno & Foltz
$320K +$54.5K +748 +20%
AC
1296
ASB Consultores
Florida
$320K +$323K +4,430 New
DSC
1297
Duncker Streett & Co
Missouri
$319K -$5.46K -75 -2%
LTI
1298
Laffer Tengler Investments
Tennessee
$319K – – –
EWP
1299
Engrave Wealth Partners
Texas
$318K -$656 -9 -0.2%
MCM
1300
McRae Capital Management
New Jersey
$318K – – –
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