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Name Holding Trade Value Shares
Change 		Change in
Stake
D
2501
Diversified
Delaware
$608K +$30.7K +203 +5%
RFN
2502
RDA Financial Network
Iowa
$607K -$5.45K -36 -0.9%
FNC
2503
First National Corp
Massachusetts
$606K +$62.2K +411 +11%
CFSG
2504
Clark Financial Services Group
Missouri
$605K -$1.81K -12 -0.3%
CAM
2505
Cubic Asset Management
Massachusetts
$605K +$65.8K +435 +12%
WDL
2506
Well Done LLC
Michigan
$604K +$252K +1,665 +70%
GSCM
2507
Greenfield Seitz Capital Management
Texas
$603K +$611K +4,043 New
SCI
2508
Silver Coast Investments
United States
$603K +$611K +4,042 New
RLIM
2509
Red Lighthouse Investment Management
New York
$601K +$3.18K +21 +0.5%
PWMG
2510
Provence Wealth Management Group
California
$599K +$4.39K +29 +0.7%
RDFA
2511
Ritter Daniher Financial Advisory
Ohio
$598K -$9.98K -66 -2%
BWP
2512
Bernardo Wealth Planning
Pennsylvania
$598K +$23K +152 +4%
NCMW
2513
Northern Capital Management (Washington)
Washington
$597K – – –
SCM
2514
Saxony Capital Management
Missouri
$596K +$604K +3,996 New
RFA
2515
ROI Financial Advisors
Oregon
$595K +$604K +3,991 New
ARG
2516
Advisory Resource Group
Oklahoma
$594K -$2.61M -17,283 -81%
SW
2517
Solidarity Wealth
Utah
$593K -$19.1K -126 -3%
SGWM
2518
Sterling Group Wealth Management
California
$592K -$84.2K -557 -12%
SAM
2519
Summit Asset Management
Tennessee
$591K -$1.36K -9 -0.2%
PFG
2520
Prosperity Financial Group
California
$591K +$13K +86 +2%
WF
2521
Whelan Financial
California
$590K +$22.4K +148 +4%
SDH
2522
Sloy Dahl & Holst
Washington
$589K +$60.5K +400 +11%
DWM
2523
Dorchester Wealth Management
Quebec, Canada
$589K – – –
AIS
2524
American Investment Services
Massachusetts
$589K -$62.5K -413 -9%
PRI
2525
Prepared Retirement Institute
Pennsylvania
$587K +$595K +3,936 New
99 100
101
102 103