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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2101
WESPAC Advisors
California
$736K -$126K -829 -14%
SA
2102
Syntax Advisors
New York
$735K +$113K +742 +17%
VCG
2103
Vantage Consulting Group
Virginia
$735K +$113K +742 +17%
XS
2104
XR Securities
Illinois
$734K -$122K -803 -14%
BAM
2105
Brave Asset Management
New Jersey
$732K – – –
SNB
2106
Security National Bank
Nebraska
$732K +$41.2K +270 +6%
CFO
2107
Collective Family Office
Pennsylvania
$730K -$330K -2,165 -30%
TFS
2108
TrustCore Financial Services
Tennessee
$725K +$14.9K +98 +2%
GG
2109
Golden Green
South Carolina
$720K -$111K -725 -13%
BA
2110
Ballew Advisors
Mississippi
$720K +$298K +1,952 +74%
AF
2111
Apexium Financial
Texas
$719K +$763K +5,001 New
MWM
2112
Merriman Wealth Management
Washington
$718K -$763 -5 -0.1%
AAI
2113
American Assets Inc
California
$718K – – –
HGERS
2114
Householder Group Estate & Retirement Specialist
Arizona
$718K +$59.3K +389 +8%
AFPL
2115
Advus Financial Partners, LLC
Florida
$717K +$52.8K +346 +7%
IFWM
2116
Institute for Wealth Management
Colorado
$715K -$3.05K -20 -0.4%
RPWA
2117
Regent Peak Wealth Advisors
Georgia
$714K +$29.3K +192 +4%
PPG
2118
Peak Planning Group
Colorado
$713K -$3.81K -25 -0.5%
KFC
2119
Klingenstein Fields & Co
New York
$713K -$12.8K -84 -2%
APWA
2120
Atlas Private Wealth Advisors
New Jersey
$713K +$38.7K +254 +5%
Q
2121
QVR
California
$713K +$246K +1,614 +48%
ACM
2122
Alta Capital Management
Utah
$711K -$59.3K -389 -7%
SDH
2123
Sloy Dahl & Holst
Washington
$710K -$18.3K -120 -2%
CGH
2124
CMG Global Holdings
Texas
$709K -$371K -2,431 -33%
AW
2125
Avion Wealth
Texas
$708K +$3.96K +26 +0.5%
83 84
85
86 87