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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2226
Symmetry Partners
Connecticut
$206K +$173K +1,562 New
ACG
2227
Allen Capital Group
Nebraska
$205K +$172K +1,555 New
IP
2228
Intellectus Partners
California
$205K +$172K +1,555 New
BBWA
2229
Bell & Brown Wealth Advisors
California
$204K +$172K +1,549 New
GA
2230
GFS Advisors
Texas
$204K +$171K +1,545 New
LWM
2231
LeConte Wealth Management
Tennessee
$204K +$171K +1,545 New
SFGM
2232
Stonebridge Financial Group (Missouri)
Missouri
$204K +$171K +1,543 New
CSC
2233
Caldwell Sutter Capital
California
$204K – – –
KA
2234
Kure Advisory
Minnesota
$203K +$170K +1,539 New
WIM
2235
Westside Investment Management
California
$203K – – –
VNA
2236
Valley National Advisers
Pennsylvania
$203K -$111 -1 -0.1%
TA
2237
Tactive Advisors
Florida
$202K +$170K +1,532 New
BHWM
2238
Beaird Harris Wealth Management
Texas
$202K -$18.3K -165 -10%
CWM
2239
CarsonAllaria Wealth Management
Illinois
$202K +$169K +1,529 New
EWS
2240
Evergreen Wealth Solutions
Pennsylvania
$202K +$169K +1,528 New
TP
2241
Tranquility Partners
Tennessee
$202K +$169K +1,527 New
TFGT
2242
TS Financial Group (TSFG)
Illinois
$201K – – –
HNWAG
2243
High Net Worth Advisory Group
Florida
$201K +$168K +1,520 New
HFRG
2244
Houlihan Financial Resource Group
Virginia
$201K +$168K +1,520 New
GHAM
2245
Gilman Hill Asset Management
Connecticut
$200K +$168K +1,518 New
BCFD
2246
Boit C.F. David
$198K – – –
PP
2247
Pacifica Partners
Canada
$198K – – –
IWM
2248
IMG Wealth Management
Florida
$197K -$7.53K -68 -4%
BCM
2249
Blume Capital Management
California
$194K -$3.54K -32 -2%
TTIC
2250
Tower Trust & Investment Company
Iowa
$192K – – –
88 89
90
91 92