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Name Holding Trade Value Shares
Change 		Change in
Stake
WC
2201
Waterloo Capital
Texas
$612K -$123K -1,999 -17%
CIA
2202
Compass Ion Advisors
Pennsylvania
$612K -$47.8K -777 -7%
SFG
2203
Sovereign Financial Group
Connecticut
$611K -$13.9K -225 -2%
GFG
2204
Goldstone Financial Group
Illinois
$608K -$44.1K -716 -7%
FPGK
2205
Financial Partners Group (Kansas)
Kansas
$606K +$4.19K +68 +0.7%
EWA
2206
Emergent Wealth Advisors
New York
$606K +$80.8K +1,313 +15%
CA
2207
Continuum Advisory
Idaho
$605K +$36.1K +586 +6%
CC
2208
Centiva Capital
New York
$605K +$411K +6,670 +213%
SOS
2209
Silver Oak Securities
Tennessee
$604K -$59.9K -973 -9%
CF
2210
Claris Financial
Virginia
$602K – – –
BW
2211
BXM Wealth
Colorado
$601K +$59K +959 +11%
CH
2212
Canton Hathaway
Rhode Island
$601K – – –
EIA
2213
Edgemoor Investment Advisors
Maryland
$601K – – –
WCG
2214
Weaver Consulting Group
California
$600K -$62 -1 -0%
CBB
2215
Citizens Business Bank
California
$599K +$299K +4,862 +100%
IIA
2216
Integral Investment Advisors
California
$599K -$42K -683 -7%
GPW
2217
Gentry Private Wealth
Kansas
$599K +$598K +9,710 New
CWG
2218
Cornerstone Wealth Group
North Carolina
$599K +$8.74K +142 +1%
PWM
2219
Partnership Wealth Management
Maryland
$599K – – –
SIAG
2220
Safeguard Investment Advisory Group
California
$599K +$173K +2,809 +41%
NFG
2221
Nadler Financial Group
Illinois
$598K +$16K +260 +3%
FNBSF
2222
First National Bank Sioux Falls
South Dakota
$597K – – –
IF
2223
Integrity Financial
Wyoming
$596K +$4.92K +80 +0.8%
TWA
2224
TCI Wealth Advisors
Arizona
$594K -$98.8K -1,604 -14%
EBT
2225
Enterprise Bank & Trust
Massachusetts
$594K +$174K +2,830 +42%
87 88
89
90 91