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Name Holding Trade Value Shares
Change 		Change in
Stake
KLCM
2101
KG&L Capital Management
Louisiana
$491K -$24K -223 -4%
GFG
2102
Greenberg Financial Group
Arizona
$490K +$546K +5,082 New
SAM
2103
Secure Asset Management
Michigan
$489K -$6.66K -62 -1%
GFG
2104
Goldstone Financial Group
Illinois
$489K +$133K +1,234 +33%
OFG
2105
Oxford Financial Group
Indiana
$489K -$22.1K -206 -4%
HIC
2106
Holderness Investments Company
North Carolina
$489K +$3.87K +36 +0.7%
HCM
2107
Howland Capital Management
Massachusetts
$489K -$42.9K -399 -7%
CCA
2108
Covey Capital Advisors
Georgia
$486K -$645 -6 -0.1%
VC
2109
Veracity Capital
Georgia
$484K +$15.2K +141 +3%
RMP
2110
Richards, Merrill & Peterson
Washington
$483K +$18.8K +175 +4%
WMA
2111
Wealth Management Associates
New Jersey
$483K +$537 +5 +0.1%
SSA
2112
Sierra Summit Advisors
Nevada
$482K -$42.9K -399 -8%
AA
2113
Aire Advisors
California
$481K -$211K -1,968 -29%
EWA
2114
Exencial Wealth Advisors
Oklahoma
$481K -$16.1K -150 -3%
OL
2115
OneFund LLC
Florida
$480K +$860 +8 +0.2%
GFA
2116
Gallagher Fiduciary Advisors
Illinois
$479K -$120K -1,117 -19%
V
2117
ViaWealth
Kansas
$479K -$87.4K -813 -14%
AFA
2118
American Financial Advisors
Georgia
$479K -$6.34K -59 -1%
HDA
2119
Harold Davidson & Associates
California
$478K -$19.9K -185 -4%
SPL
2120
Smart Portfolios LLC
Washington
$477K – – –
FA
2121
Fortis Advisors
Pennsylvania
$476K +$53.7K +500 +12%
1WA
2122
180 Wealth Advisors
Washington
$476K -$22.1K -206 -4%
RFA
2123
Resurgent Financial Advisors
Georgia
$475K -$54.4K -506 -10%
AAS
2124
Annex Advisory Services
Wisconsin
$474K +$6.66K +62 +1%
MC
2125
Mathes Company
New York
$474K -$53.7K -500 -9%
83 84
85
86 87