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Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
701
My Legacy Advisors
Oregon
$438K -$108K -9,426 -19%
RFM
702
Royal Fund Management
Florida
$437K +$244K +21,303 +106%
FHA
703
Flagship Harbor Advisors
Massachusetts
$436K -$106K -9,285 -18%
ASI
704
Advisory Services & Investments
Oregon
$436K +$472K +41,273 New
FWP
705
FAS Wealth Partners
Kansas
$433K +$595 +52 +0.1%
QPWM
706
Quadrant Private Wealth Management
Pennsylvania
$430K -$16.8K -1,464 -3%
SS
707
Sunbelt Securities
Texas
$430K +$82.1K +7,175 +21%
BBA
708
BLB&B Advisors
Pennsylvania
$429K -$361K -31,543 -44%
APP
709
Avantax Planning Partners
Iowa
$429K -$266K -23,245 -36%
AFGAS
710
Allegiance Financial Group Advisory Services
Virginia
$425K -$22.8K -1,995 -5%
CI
711
Cigna Investments
Connecticut
$424K -$11.9K -1,042 -3%
LCM
712
Landscape Capital Management
New Jersey
$423K +$459K +40,096 New
ACA
713
Aptus Capital Advisors
Alabama
$423K -$11.1K -969 -2%
SC
714
Searle & Co
Connecticut
$422K -$2.29K -200 -0.5%
LNWTC
715
Laird Norton Wetherby Trust Company
Washington
$422K +$343K +30,000 +300%
CCG
716
Ceeto Capital Group
Florida
$422K +$458K +40,000 New
RWMG
717
Redwood Wealth Management Group
New Jersey
$420K +$45K +3,935 +11%
HSA
718
HBK Sorce Advisory
Pennsylvania
$417K -$42.6K -3,723 -9%
PA
719
Planning Alternatives
Michigan
$417K -$33.3K -2,909 -7%
BTI
720
Blue Trust Inc
Georgia
$416K +$200K +17,441 +111%
EWS
721
Evergreen Wealth Solutions
Pennsylvania
$414K -$166K -14,468 -27%
GIA
722
Gladstone Institutional Advisory
Florida
$412K -$20.9K -1,826 -4%
CCMT
723
CMT Capital Markets Trading
Germany
$411K -$653K -57,077 -59%
PCM
724
Prelude Capital Management
New York
$411K +$105K +9,205 +31%
PWM
725
Perigon Wealth Management
California
$409K -$46.2K -4,039 -9%
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