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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
2701
Financial Insights
Washington
$472K +$59.4K +800 +15%
BG
2702
Bollard Group
Massachusetts
$472K +$2.6K +35 +0.6%
TAP
2703
TSG Advice Partners
Ohio
$472K +$454K +6,124 New
HCM
2704
Hengehold Capital Management
Ohio
$471K +$15K +202 +3%
SAM
2705
Summit Asset Management
Tennessee
$471K – – –
TWM
2706
Topsail Wealth Management
North Carolina
$471K +$19.6K +264 +5%
APA
2707
Astoria Portfolio Advisors
New York
$471K -$173K -2,333 -28%
NRI
2708
NFP Retirement Inc
California
$469K +$2.67K +36 +0.6%
WP
2709
Waycross Partners
Kentucky
$468K – – –
LCA
2710
Legend Capital Advisors
New York
$468K +$450K +6,070 New
CCC
2711
Chesapeake Capital Corp
Florida
$466K +$15.4K +208 +4%
VCM
2712
Vivaldi Capital Management
Illinois
$466K +$4.01K +54 +0.9%
TWA
2713
Talisman Wealth Advisors
New Jersey
$466K -$23.5K -317 -5%
DCBT
2714
Dakota Community Bank & Trust
North Dakota
$465K +$6.97K +94 +2%
MCM
2715
Marathon Capital Management
Maryland
$464K -$92.5K -1,246 -17%
TWM
2716
TriaGen Wealth Management
California
$463K +$4.6K +62 +1%
AWM
2717
Adams Wealth Management
Utah
$462K -$37.2K -502 -8%
BCM
2718
Birmingham Capital Management
Alabama
$462K – – –
FNBOH
2719
First National Bank of Hutchinson
Kansas
$462K – – –
MRI
2720
Mad River Investors
Massachusetts
$462K – – –
SSWM
2721
Strait & Sound Wealth Management
California
$462K -$4.16K -56 -0.9%
PWP
2722
Pursue Wealth Partners
California
$461K – – –
SF
2723
Symphony Financial
Texas
$461K -$168K -2,270 -28%
FFA
2724
Fi3 Financial Advisors
Indiana
$460K -$13.7K -184 -3%
ATS
2725
Ashton Thomas Securities
New York
$460K -$3.34K -45 -0.7%
107 108
109
110 111