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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2151
Prosperity Financial Group
California
$454K -$8.73K -99 -2%
USB
2152
Union Savings Bank
Connecticut
$453K -$50.3K -571 -10%
6F
2153
626 Financial
Michigan
$452K -$15.6K -177 -3%
WW
2154
Waterfront Wealth
Kansas
$452K -$45.4K -515 -9%
MSG
2155
Main Street Group
Virginia
$452K +$441K +5,006 New
EIP
2156
Ellis Investment Partners
Pennsylvania
$452K -$8.38K -95 -2%
BAM
2157
BOCHK Asset Management
Hong Kong
$451K +$441K +5,000 New
MA
2158
MJP Associates
Connecticut
$451K +$22.7K +257 +5%
VAG
2159
VisionPoint Advisory Group
Texas
$451K +$50.1K +568 +13%
AC
2160
AlphaCore Capital
California
$450K -$113K -1,282 -21%
CSC
2161
Caldwell Sutter Capital
California
$449K +$3.88K +44 +0.9%
WAG
2162
Wiser Advisor Group
Arizona
$448K +$437K +4,959 New
S
2163
Sunpointe
Missouri
$448K +$436K +4,942 New
GWI
2164
Grace & White Inc
New York
$447K – – –
HNWAG
2165
High Net Worth Advisory Group
Florida
$446K -$35.2K -399 -7%
PWMG
2166
Provence Wealth Management Group
California
$445K +$277K +3,139 +175%
EDRIA
2167
Edmonds Duncan Registered Investment Advisors
Kansas
$445K -$4.07M -46,148 -90%
HB
2168
HTLF Bank
Colorado
$444K +$434K +4,921 New
BEW
2169
Burton Enright Welch
California
$444K -$35.1K -398 -7%
FG
2170
Foster Group
Iowa
$444K – – –
3IP
2171
3Chopt Investment Partners
Virginia
$444K +$432K +4,902 New
HC
2172
Hendley & Co
Ohio
$444K +$882 +10 +0.2%
CPSAC
2173
Chas P. Smith & Associates (CPS)
Florida
$443K -$2.47K -28 -0.6%
GCIM
2174
Gunn & Company Investment Management
Florida
$443K +$433K +4,909 New
IIM
2175
InTrack Investment Management
Vermont
$442K -$4.41K -50 -1%
85 86
87
88 89