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Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1251
Lake Street Advisors Group
New Hampshire
$898K -$166K -745 -15%
DWT
1252
Dorsey & Whitney Trust
South Dakota
$896K +$94.8K +426 +11%
CPIA
1253
Cornell Pochily Investment Advisors
New York
$895K +$72.1K +324 +8%
PWPS
1254
Pinnacle Wealth Planning Services
Ohio
$893K +$53.7K +241 +6%
BWM
1255
Buckley Wealth Management
Nevada
$893K +$234K +1,053 +33%
GG
1256
Golden Green
South Carolina
$888K -$310K -1,392 -25%
WP
1257
WealthSource Partners
California
$888K +$109K +488 +13%
FC
1258
Fulcrum Capital
Washington
$888K +$933K +4,192 New
ADIM
1259
Alpha DNA Investment Management
Maryland
$884K +$328K +1,475 +55%
RCAG
1260
Rehmann Capital Advisory Group
Michigan
$883K -$102K -456 -10%
EVC
1261
Eidelman Virant Capital
Missouri
$883K +$901K +4,048 New
CP
1262
Covenant Partners
Tennessee
$882K +$84.4K +379 +10%
MYIA
1263
Mount Yale Investment Advisors
Colorado
$880K -$332K -1,490 -26%
EWA
1264
EP Wealth Advisors
California
$880K +$551K +2,476 +148%
QCG
1265
Quadrant Capital Group
Ohio
$879K +$51.9K +233 +6%
CIM
1266
CIM Investment Management
Pennsylvania
$869K +$32.3K +145 +4%
PP
1267
Professional Planning
California
$868K -$30.1K -135 -3%
CIA
1268
Capital Investment Advisors
Georgia
$868K +$196K +882 +27%
HA
1269
Harfst & Associates
Wyoming
$863K +$192K +861 +27%
AWA
1270
Arete Wealth Advisors
Illinois
$854K +$192K +863 +27%
SF
1271
Symphony Financial
Texas
$852K -$169K -758 -16%
DI
1272
Diligent Investors
California
$852K +$895K +4,019 New
WAS
1273
WESPAC Advisors SoCal
California
$849K +$2.23K +10 +0.3%
SG
1274
StoneX Group
New York
$848K +$1.78K +8 +0.2%
KOC
1275
Koss-Olinger Consulting
Florida
$847K +$890K +3,997 New
49 50
51
52 53