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Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
2601
Armstrong Advisory Group
Massachusetts
$967K +$31.5K +173 +4%
BF
2602
Brooklyn FI
New York
$966K – – –
SCM
2603
Saxony Capital Management
Missouri
$966K +$77K +422 +10%
CP
2604
Castleview Partners
Texas
$964K +$104K +568 +14%
BTWM
2605
Baker Tilly Wealth Management
Wisconsin
$964K -$71.3K -391 -8%
DWM
2606
Defined Wealth Management
Oregon
$964K +$14K +77 +2%
SCM
2607
Stevens Capital Management
Pennsylvania
$962K +$848K +4,651 New
WI
2608
WrapManager Inc
California
$962K +$29.4K +161 +4%
CIA
2609
Compass Ion Advisors
Pennsylvania
$962K -$1.09K -6 -0.1%
SFC
2610
Strategic Financial Concepts
Texas
$962K +$357K +1,956 +73%
VGDSS
2611
VUB Generali dochodkova spravcovska spolocnost
$962K – – –
GC
2612
Guilbault Capital
Louisiana
$959K – – –
TC
2613
Trilogy Capital
California
$957K -$19.5K -107 -2%
NRW
2614
Nova R Wealth
Kansas
$956K +$8.21K +45 +1%
SAMT
2615
Select Asset Management & Trust
Pennsylvania
$956K – – –
GPI
2616
General Partner Inc
Pennsylvania
$954K – – –
CFGW
2617
Chancellor Financial Group WB
Pennsylvania
$954K -$14K -77 -2%
OW
2618
Olistico Wealth
Oklahoma
$953K +$118K +648 +16%
WFI
2619
West Family Investments
California
$952K -$932K -5,112 -53%
AFS
2620
Access Financial Services
Minnesota
$949K -$9.12K -50 -1%
FA
2621
Faithward Advisors
Pennsylvania
$949K +$9.66K +53 +1%
AFW
2622
Atlantic Family Wealth
Florida
$945K +$49.1K +269 +6%
TTIC
2623
Tower Trust & Investment Company
Iowa
$941K -$6.02K -33 -0.7%
PMG
2624
ProVise Management Group
Florida
$941K – – –
WF
2625
Whelan Financial
California
$940K +$547 +3 +0.1%
103 104
105
106 107