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Name Holding Trade Value Shares
Change 		Change in
Stake
UFPG
1201
United Financial Planning Group
New York
$8.72K – – –
SG
1202
Sankala Group
Colorado
$8.52K -$13.4K -126 -60%
SNBOSD
1203
Security National Bank of So Dak
Iowa
$8.49K +$8.11K +76 New
MI
1204
Markowski Investments
Florida
$8.46K +$8.11K +76 New
AWM
1205
Abound Wealth Management
Tennessee
$8.41K -$3.52K -33 -31%
HWA
1206
HHM Wealth Advisors
Tennessee
$8.38K – – –
EP
1207
Essential Partners
California
$8.27K – – –
DPW
1208
DiNuzzo Private Wealth
Pennsylvania
$8.16K – – –
PSFG
1209
Park Square Financial Group
Georgia
$7.71K -$1.6K -15 -18%
ANBT
1210
American National Bank & Trust
Texas
$7.38K – – –
HCM
1211
Hollencrest Capital Management
California
$7.04K – – –
AIC
1212
Archer Investment Corporation
Indiana
$6.93K – – –
KG
1213
Kilter Group
New York
$6.82K -$534 -5 -8%
CCMI
1214
Creative Capital Management Investments
California
$6.82K +$6.51K +61 New
AS
1215
Altshuler Shaham
Israel
$6.59K -$1.89M -17,751 -100%
T
1216
Tidemark
California
$6.37K – – –
AP
1217
Aspect Partners
Virginia
$6.26K -$2.03K -19 -25%
HFS
1218
Hughes Financial Services
Virginia
$6.26K +$2.45K +23 +70%
GG
1219
Gleason Group
Kentucky
$6.26K +$5.97K +56 New
VWM
1220
Vermillion Wealth Management
Minnesota
$6.15K -$3.31K -31 -36%
FA
1221
Fedenia Advisers
Wisconsin
$6.15K +$5.87K +55 New
GEA
1222
Glen Eagle Advisors
New Jersey
$6.15K +$5.87K +55 New
1NWS
1223
1 North Wealth Services
Maryland
$5.81K – – –
NRG
1224
Nemes Rush Group
Michigan
$5.81K – – –
VNA
1225
Valley National Advisers
Pennsylvania
$5.81K +$107 +1 +2%
47 48
49
50 51