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Name Holding Trade Value Shares
Change 		Change in
Stake
NFP
1551
Narus Financial Partners
Utah
$327K -$79.9K -730 -18%
TWM
1552
Thrive Wealth Management
Pennsylvania
$326K -$32.4K -296 -8%
ICP
1553
Interchange Capital Partners
Pennsylvania
$326K +$101K +921 +39%
AWM
1554
Aberdeen Wealth Management
Illinois
$326K -$18.1K -165 -5%
AIM
1555
Achmea Investment Management
Netherlands
$325K +$19.9K +182 +6%
FPGK
1556
Financial Partners Group (Kansas)
Kansas
$325K +$11.4K +104 +3%
IAS
1557
Investment Advisory Services
Texas
$324K +$38.1K +348 +12%
AG
1558
Algert Global
California
$324K -$647K -5,909 -64%
WI
1559
Wintrust Investments
Illinois
$323K +$53.8K +492 +18%
WP
1560
WealthPLAN Partners
Nebraska
$323K -$438 -4 -0.1%
YAL
1561
Your Advocates Ltd
Texas
$322K +$277K +2,528 +352%
TFS
1562
Thoroughbred Financial Services
Tennessee
$322K -$5.14K -47 -1%
LA
1563
LexAurum Advisors
Kansas
$320K – – –
AHB
1564
Abner Herrman & Brock
New Jersey
$320K -$29.1K -266 -8%
BIA
1565
Beacon Investment Advisors
Maryland
$320K +$438 +4 +0.1%
SIAP
1566
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$320K +$120K +1,100 +52%
VWA
1567
V Wealth Advisors
Kansas
$319K +$547 +5 +0.2%
KA
1568
KLCM Advisors
Wisconsin
$319K +$2.3K +21 +0.7%
RPCONE
1569
Retirement Planning Company of New England
Rhode Island
$318K +$3.94K +36 +1%
DWP
1570
Daymark Wealth Partners
Ohio
$318K +$351K +3,207 New
TIM
1571
Tevis Investment Management
Texas
$318K +$4.27K +39 +1%
BCP
1572
Berkeley Capital Partners
Georgia
$318K +$1.42K +13 +0.4%
MCI
1573
MRP Capital Investments
Georgia
$318K +$16.4K +150 +5%
AFT
1574
Alpha Family Trust
California
$318K – – –
CIP
1575
Capital Insight Partners
Arizona
$318K +$350K +3,201 New
61 62
63
64 65