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Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1726
E&G Advisors
Texas
$785K -$791K -7,493 Closed
WP
1727
WealthShield Partners
North Carolina
$784K +$146K +1,381 +23%
RSWM
1728
Robertson Stephens Wealth Management
California
$783K +$21.1K +200 +3%
MA
1729
MBA Advisors
Pennsylvania
$783K +$297K +2,810 +60%
OC
1730
Oarsman Capital
Wisconsin
$780K -$9.5K -90 -1%
TA
1731
TrueWealth Advisors
Alabama
$780K +$61.1K +579 +8%
CAM
1732
Campion Asset Management
Virginia
$774K -$104K -985 -12%
FNBOSM
1733
First National Bank of South Miami
Florida
$773K +$147K +1,393 +23%
MFG
1734
Merit Financial Group
Georgia
$769K -$1.9K -18 -0.2%
LCM
1735
LCM Capital Management
Illinois
$768K -$528 -5 -0.1%
SMF
1736
Sterling Manor Financial
New York
$767K – – –
DE
1737
Day & Ennis
Georgia
$767K +$13.4K +127 +2%
DL
1738
DOHJ LLC
Washington
$766K -$143K -1,354 -16%
BL
1739
Balentine LLC
Georgia
$765K -$28.1K -266 -4%
HCM
1740
Hollencrest Capital Management
California
$763K +$72K +682 +10%
CAMG
1741
CWA Asset Management Group
Florida
$761K -$110K -1,038 -13%
DW
1742
Domani Wealth
Pennsylvania
$761K -$22.1K -209 -3%
AWM
1743
Apollon Wealth Management
South Carolina
$760K -$301K -2,850 -28%
AFG
1744
Allegheny Financial Group
Pennsylvania
$760K -$66.8K -633 -8%
EWM
1745
Endurance Wealth Management
Rhode Island
$759K -$3.27K -31 -0.4%
FANJ
1746
Financial Architects (New Jersey)
New Jersey
$759K +$4.75K +45 +0.6%
BWM
1747
BCS Wealth Management
Tennessee
$757K +$43.9K +416 +6%
RIG
1748
Roosevelt Investment Group
New York
$757K +$139K +1,318 +22%
SCM
1749
Southport Capital Management
Tennessee
$754K +$164K +1,553 +28%
RB
1750
Renasant Bank
Mississippi
$749K -$225K -2,131 -23%
68 69
70
71 72