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Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
1126
Great Valley Advisor Group
Delaware
$392K +$36.2K +605 +12%
TC
1127
Truvestments Capital
Florida
$390K +$7.24K +121 +2%
MCC
1128
Money Concepts Capital
Florida
$390K -$26.3K -440 -7%
CFB
1129
Cullen/Frost Bankers
Texas
$389K -$24.9K -416 -7%
SMH
1130
Sanders Morris Harris
Texas
$386K – – –
BW
1131
Basepoint Wealth
Iowa
$384K -$16.7K -279 -5%
AF
1132
Amara Financial
California
$382K – – –
AGP
1133
Aspire Growth Partners
Florida
$380K +$17.4K +291 +5%
IC
1134
Iconiq Capital
California
$378K +$334K +5,586 New
VFM
1135
Vision Financial Markets
Connecticut
$377K -$10.4K -174 -3%
BC
1136
Barrett & Company
Rhode Island
$376K -$7.84K -131 -2%
JWA
1137
JFS Wealth Advisors
Pennsylvania
$374K +$99.6K +1,665 +43%
BFO
1138
Boston Family Office
Massachusetts
$374K -$129K -2,150 -28%
B
1139
Birchbrook
Maine
$373K -$42.7K -713 -11%
GWA
1140
GGM Wealth Advisors
Maryland
$372K – – –
FNFDCM
1141
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$371K -$15.4K -258 -4%
EA
1142
Everpar Advisors
Oklahoma
$371K +$328K +5,481 New
PGF
1143
Plan Group Financial
Oklahoma
$370K +$13.2K +221 +4%
MF
1144
Meridian Financial
Massachusetts
$370K – – –
TBA
1145
Tower Bridge Advisors
Pennsylvania
$369K -$345K -5,759 -51%
ACG
1146
Allen Capital Group
Nebraska
$369K +$326K +5,443 New
AFP
1147
Ausdal Financial Partners
Iowa
$368K +$325K +5,430 New
CAMG
1148
CWA Asset Management Group
Florida
$366K +$324K +5,407 New
CFO
1149
CVA Family Office
Colorado
$362K +$96.6K +1,614 +43%
RT
1150
Rockland Trust
Massachusetts
$361K -$9.57K -160 -3%
44 45
46
47 48