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Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1301
Diversified Enterprises
Delaware
$318K -$17.7K -230 -5%
PWM
1302
Pines Wealth Management
North Carolina
$318K -$28.4K -369 -8%
MWM
1303
Meadowbrook Wealth Management
New York
$314K -$131K -1,700 -28%
TF
1304
Trek Financial
Arizona
$313K -$1.5M -19,464 -82%
BC
1305
Barrett & Company
Rhode Island
$313K -$14.9K -193 -4%
MAG
1306
Meadowbrook Advisors Group
New Jersey
$313K +$336K +4,361 New
SFG
1307
Southern Financial Group
Alabama
$311K +$2.31K +30 +0.7%
GHA
1308
GW Henssler & Associates
Georgia
$310K +$25.7K +333 +8%
WFAG
1309
Wescott Financial Advisory Group
Pennsylvania
$309K +$6.09K +79 +2%
NSIM
1310
North Star Investment Management
Illinois
$308K +$1.31K +17 +0.4%
JFA
1311
JNBA Financial Advisors
Minnesota
$308K +$42.7K +554 +15%
LW
1312
Linscomb Wealth
Texas
$307K +$329K +4,273 New
NP
1313
Nilsine Partners
Colorado
$306K -$15.5K -201 -5%
PHIC
1314
Pine Haven Investment Counsel
Massachusetts
$306K -$13.5K -175 -4%
PT
1315
Plimoth Trust
Massachusetts
$306K +$7.24K +94 +2%
UAML
1316
US Asset Management LLC
Pennsylvania
$305K -$1.85K -24 -0.6%
TF
1317
Tompkins Financial
New York
$304K – – –
FNFDCM
1318
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$304K -$41.8K -543 -11%
FPCG
1319
Forum Private Client Group
Indiana
$302K -$3.31K -43 -1%
DE
1320
Defiance ETFs
New York
$301K +$323K +4,193 New
BFS
1321
BridgePort Financial Solutions
Iowa
$297K -$1.08K -14 -0.3%
NCM
1322
Narwhal Capital Management
Georgia
$297K – – –
PHS
1323
Pekin Hardy Strauss
Illinois
$296K -$57.9K -752 -15%
FRM
1324
Fox Run Management
Connecticut
$296K +$325K +4,219 New
FA
1325
Fortis Advisors
Pennsylvania
$294K -$7.7K -100 -2%
51 52
53
54 55