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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1351
Founders Financial Alliance
North Carolina
$541K +$1.7K +14 +0.3%
SFG
1352
Summit Financial Group
West Virginia
$541K – – –
HAG
1353
HF Advisory Group
Maryland
$540K +$556K +4,572 New
AWA
1354
Arkadios Wealth Advisors
Georgia
$537K -$135K -1,109 -20%
NPF
1355
Norris Perne & French
Michigan
$536K – – –
AWP
1356
Abacus Wealth Partners
California
$535K -$8.51K -70 -2%
NIM
1357
Northeast Investment Management
Massachusetts
$535K – – –
PFSC
1358
Peoples Financial Services Corp
Pennsylvania
$533K -$9.12K -75 -2%
JC
1359
Jacobs & Co
California
$533K -$6.68K -55 -1%
MLL
1360
Moody Lynn & Lieberson
Massachusetts
$533K +$67.9K +559 +14%
GAG
1361
GM Advisory Group
New York
$533K -$72.9K -600 -12%
RAG
1362
RIA Advisory Group
Iowa
$532K +$548K +4,506 New
MSS
1363
Mitchell Sinkler & Starr
Pennsylvania
$531K +$547K +4,500 New
JIP
1364
Jaffetilchin Investment Partners
Florida
$528K -$44.9K -369 -8%
SFS
1365
Stiles Financial Services
Minnesota
$526K -$41.8K -344 -7%
SWA
1366
Sutton Wealth Advisors
Florida
$525K – – –
SFO
1367
Stokes Family Office
Louisiana
$524K -$77.4K -637 -13%
GP
1368
Geneva Partners
Wisconsin
$522K -$72.6K -597 -12%
FDS
1369
First Dallas Securities
Texas
$521K +$7.9K +65 +1%
LTI
1370
Laffer Tengler Investments
Tennessee
$521K – – –
FEM
1371
Fulcrum Equity Management
Texas
$521K +$537K +4,414 New
HCP
1372
Hexagon Capital Partners
Arkansas
$520K +$50.8K +418 +10%
CFS
1373
CRA Financial Services
New Jersey
$520K +$6.93K +57 +1%
CCA
1374
Cobblestone Capital Advisors
New York
$518K – – –
SF
1375
Summit Financial
New Jersey
$518K -$59K -485 -10%
53 54
55
56 57