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Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1776
Nations Financial Group
Iowa
$982K +$347K +3,053 +57%
QC
1777
Quent Capital
New York
$980K +$949K +8,353 New
SBL
1778
Sargent Bickham Lagudis
Colorado
$978K +$23.2K +204 +3%
XS
1779
XR Securities
Illinois
$975K +$944K +8,311 New
CCA
1780
Conservest Capital Advisors
Pennsylvania
$971K -$61K -537 -6%
PJSIMP
1781
P.J. Schmidt Investment Management (PJS)
Wisconsin
$971K +$6.25K +55 +0.7%
RPCONE
1782
Retirement Planning Company of New England
Rhode Island
$969K +$938K +8,260 New
PCMK
1783
Paragon Capital Management (Kansas)
Kansas
$968K -$58.8K -518 -6%
VBCG
1784
Valley Brook Capital Group
Pennsylvania
$965K – – –
PMFA
1785
Plante Moran Financial Advisors
Michigan
$964K -$16.2K -143 -2%
SSWM
1786
Sheets Smith Wealth Management
North Carolina
$962K +$19.1K +168 +2%
OHWP
1787
Oak Harbor Wealth Partners
North Carolina
$962K +$931K +8,196 New
TF
1788
TLWM Financial
Texas
$961K +$56.8K +500 +7%
CWS
1789
Cypress Wealth Services
California
$959K -$21.6K -190 -2%
FRM
1790
Fox Run Management
Connecticut
$959K +$928K +8,170 New
FAG
1791
Fortitude Advisory Group
Washington
$957K +$927K +8,157 New
VBFG
1792
Vishria Bird Financial Group
Tennessee
$955K – – –
WPW
1793
Warther Private Wealth
Ohio
$954K +$241K +2,121 +36%
VFPI
1794
Vantage Financial Partners (Illinois)
Illinois
$951K +$193K +1,700 +27%
MWM
1795
Modera Wealth Management
New Jersey
$949K +$213K +1,873 +30%
CWA
1796
CJM Wealth Advisers
Virginia
$945K +$915K +8,052 New
JIP
1797
Jaffetilchin Investment Partners
Florida
$942K +$76.3K +672 +9%
DAC
1798
Dividend Assets Capital
South Carolina
$940K – – –
PAWC
1799
P.A.W. Capital
Connecticut
$939K -$114K -1,000 -11%
ACI
1800
Alpha Cubed Investments
California
$939K +$117K +1,029 +15%
70 71
72
73 74