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Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
2251
Providence First Trust
Arizona
$920K -$15.8K -105 -2%
WG
2252
Winton Group
United Kingdom
$920K +$880K +5,830 New
SPA
2253
Shore Point Advisors
New Jersey
$918K – – –
SWMP
2254
Signature Wealth Management Partners
New Jersey
$918K – – –
NED
2255
Nancy E. Dempze
$918K +$121K +805 +16%
AC
2256
ASB Consultores
Florida
$916K +$629K +4,170 +254%
GWAM
2257
Guardian Wealth Advisors (Minnesota)
Minnesota
$916K +$90.7K +601 +12%
BWCS
2258
Beirne Wealth Consulting Services
Connecticut
$916K -$241K -1,599 -22%
HWA
2259
Heartwood Wealth Advisors
Virginia
$915K +$164K +1,086 +23%
SCP
2260
Silverleafe Capital Partners
Tennessee
$914K +$577K +3,826 +194%
AIM
2261
Alhambra Investment Management
Florida
$913K -$84.4K -559 -9%
IGGA
2262
Iron Gate Global Advisors
Utah
$912K -$7.85K -52 -0.9%
SC
2263
Steph & Co
Wisconsin
$911K +$139K +922 +19%
CWA
2264
Centennial Wealth Advisory
Michigan
$908K +$18.7K +124 +2%
CIA
2265
Compass Ion Advisors
Pennsylvania
$908K -$18.4K -122 -2%
PPG
2266
Peak Planning Group
Colorado
$905K +$176K +1,169 +26%
SIC
2267
Samalin Investment Counsel
New York
$903K -$90.1K -597 -9%
JIP
2268
Jaffetilchin Investment Partners
Florida
$901K -$70.6K -468 -8%
VBFG
2269
Vishria Bird Financial Group
Tennessee
$890K – – –
WCA
2270
Westover Capital Advisors
Delaware
$889K -$72.6K -481 -8%
DOA
2271
D'Orazio & Associates
Virginia
$889K -$34.4K -228 -4%
LIA
2272
LBMC Investment Advisors
Tennessee
$888K – – –
CWM
2273
Castle Wealth Management
Florida
$887K +$22.9K +152 +3%
MRWM
2274
ML&R Wealth Management
Texas
$887K +$187K +1,239 +28%
PCMM
2275
Piedmont Capital Management (Montana)
Montana
$886K +$23.2K +154 +3%
89 90
91
92 93