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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2201
Soltis Investment Advisors
Utah
$592K -$114K -2,228 -16%
FA
2202
Faithward Advisors
Pennsylvania
$591K -$598K -11,709 -49%
NCFG
2203
New Century Financial Group
New Jersey
$590K +$597K +11,677 New
CBT
2204
CoreFirst Bank & Trust
Kansas
$588K – – –
PWMG
2205
Prestige Wealth Management Group
New Jersey
$588K -$16K -314 -3%
IRC
2206
Investors Research Corp
Georgia
$585K – – –
AFS
2207
Annapolis Financial Services
Maryland
$585K +$17.1K +335 +3%
NF
2208
Norwood Financial
Pennsylvania
$585K -$5.11K -100 -0.9%
SEEDPG
2209
S.E.E.D. Planning Group
New York
$583K +$324K +6,337 +122%
FHC
2210
First Heartland Consultants
Missouri
$581K -$26.3K -515 -4%
LIA
2211
LBMC Investment Advisors
Tennessee
$580K -$6.08K -119 -1%
FWA
2212
FSM Wealth Advisors
Ohio
$580K -$22K -431 -4%
MRCM
2213
M&R Capital Management
New Jersey
$579K -$20.9K -410 -3%
SCM
2214
Spreng Capital Management
Ohio
$578K -$28K -548 -5%
CC
2215
Callan Capital
California
$577K -$766 -15 -0.1%
RVPG
2216
Relative Value Partners Group
$577K +$19.2K +375 +3%
IBOK
2217
Independence Bank of Kentucky
Kentucky
$575K +$37.7K +738 +7%
KCPG
2218
Kavar Capital Partners Group
Kansas
$572K +$305K +5,965 +111%
FFC
2219
First Financial Corp
Indiana
$572K +$24.5K +480 +4%
CIA
2220
Compass Ion Advisors
Pennsylvania
$572K -$8.02K -157 -1%
3F
2221
360 Financial
Minnesota
$572K +$307 +6 +0.1%
EWM
2222
Edge Wealth Management
New York
$572K +$1.94K +38 +0.3%
BWA
2223
Blodgett Wealth Advisors
California
$571K +$51 +1 +0%
SI
2224
Seeds Investor
New York
$570K +$577K +11,292 New
BWP
2225
Barlow Wealth Partners
Kentucky
$570K +$577K +11,285 New
87 88
89
90 91