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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1901
Stonebridge Financial Group
California
$472K +$496K +4,869 New
CP
1902
Clarendon Private
Massachusetts
$472K -$33.1K -325 -6%
FHC
1903
First Heartland Consultants
Missouri
$471K -$5.71K -56 -1%
TC
1904
TownSquare Capital
Utah
$471K +$27.2K +267 +6%
GHA
1905
GW Henssler & Associates
Georgia
$470K +$21K +206 +4%
SA
1906
Sovran Advisors
California
$469K -$9.79K -96 -2%
RL
1907
Rogco LP
Oklahoma
$468K -$2.96K -29 -0.6%
TIA
1908
Tiemann Investment Advisors
California
$467K -$61.1K -599 -11%
SEP
1909
Southland Equity Partners
Missouri
$467K +$494K +4,849 New
PWPS
1910
Pinnacle Wealth Planning Services
Ohio
$466K -$8.97K -88 -2%
AFG
1911
Allegheny Financial Group
Pennsylvania
$466K +$10.5K +103 +2%
MFT
1912
Moisand Fitzgerald Tamayo
Florida
$465K -$12.7K -125 -3%
RWP
1913
Revolve Wealth Partners
New Jersey
$465K +$33.3K +327 +7%
BCM
1914
Birmingham Capital Management
Alabama
$465K -$20.4K -200 -4%
GFPC
1915
Global Financial Private Client
Florida
$464K -$53.9K -529 -10%
SG
1916
Sienna Gestion
France
$462K -$659K -6,469 -58%
TNB
1917
Thomasville National Bank
Georgia
$462K +$490K +4,804 New
FB
1918
First Bancorp
Maine
$462K -$10.2K -100 -2%
VAG
1919
VisionPoint Advisory Group
Texas
$461K +$47.7K +468 +11%
ZF
1920
Zhang Financial
Michigan
$461K +$2.45K +24 +0.5%
IA
1921
IFG Advisory
Georgia
$460K +$488K +4,783 New
PGWM
1922
Parisi Gray Wealth Management
New Jersey
$460K -$3.47K -34 -0.7%
KFAS
1923
Keating Financial Advisory Services
Kansas
$460K -$24.5K -240 -5%
KFS
1924
Keynote Financial Services
Connecticut
$458K – – –
MCCP
1925
Mission Creek Capital Partners
California
$458K +$57.2K +561 +10%
75 76
77
78 79