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Name Holding Trade Value Shares
Change 		Change in
Stake
GAA
2126
Global Assets Advisory
Florida
$226K +$3.47K +36 +2%
SFG
2127
Sunburst Financial Group
Alabama
$226K -$4.54K -47 -2%
NC
2128
NinePointTwo Capital
California
$225K -$179K -1,852 -43%
BBI
2129
Baxter Bros Inc
Connecticut
$225K -$9.65K -100 -4%
PFM
2130
Patton Fund Management
Texas
$225K +$233K +2,412 New
BAG
2131
Briggs Advisory Group
Rhode Island
$225K +$233K +2,414 New
WH
2132
Willner & Heller
California
$225K +$4.92K +51 +2%
SHWM
2133
Smith & Howard Wealth Management
Georgia
$224K +$10.1K +105 +5%
FPAS
2134
Focus Partners Advisor Solutions
Missouri
$224K -$359K -3,720 -61%
CRC
2135
Curi RMB Capital
Illinois
$223K +$3.18K +33 +1%
NEPPG
2136
New England Professional Planning Group
Rhode Island
$223K -$9.07K -94 -4%
DFG
2137
Delta Financial Group
New Jersey
$222K +$230K +2,383 New
I
2138
INVST
Indiana
$222K -$144K -1,497 -37%
WTFG
2139
Wells Trecaso Financial Group
Ohio
$221K -$48.2K -500 -17%
AFG
2140
Allegheny Financial Group
Pennsylvania
$220K +$5.6K +58 +3%
MF
2141
Montis Financial
Massachusetts
$220K +$228K +2,359 New
PWM
2142
PRW Wealth Management
Massachusetts
$220K – – –
SL
2143
Salomon & Ludwin
Virginia
$220K +$227K +2,357 New
BF
2144
Brogan Financial
Tennessee
$220K +$227K +2,356 New
VC
2145
Veracity Capital
Georgia
$220K -$131K -1,358 -37%
PCMC
2146
Paragon Capital Management (Colorado)
Colorado
$217K -$17.8K -184 -7%
SWIM
2147
Smallwood Wealth Investment Management
New Jersey
$217K -$29K -301 -11%
WTA
2148
Washington Trust Advisors
Massachusetts
$217K -$66.9K -693 -23%
LFG
2149
Larson Financial Group
Missouri
$216K +$137K +1,419 +157%
D
2150
Diversified
Delaware
$215K +$223K +2,312 New
84 85
86
87 88