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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1101
Sound Income Strategies
Florida
$207K -$45K -3,595 -18%
FCH
1102
Freestone Capital Holdings
Washington
$206K -$2.79K -223 -1%
WA
1103
WP Advisors
California
$205K -$23.8K -1,902 -10%
WIM
1104
WealthPlan Investment Management
Nebraska
$205K -$392K -31,268 -66%
CCG
1105
Coastwise Capital Group
California
$205K +$65.8K +5,257 +48%
VWM
1106
Venturi Wealth Management
Texas
$205K +$204K +16,291 New
PP
1107
PFS Partners
New Jersey
$205K +$1.67K +133 +0.8%
MW
1108
MBL Wealth
North Carolina
$205K -$13 -1 -0%
JHCP
1109
Jackson Hole Capital Partners
Oklahoma
$205K +$33.8K +2,700 +20%
HWA
1110
HHM Wealth Advisors
Tennessee
$205K +$6.26K +500 +3%
FB
1111
First Bancorp
Maine
$204K +$33.7K +2,690 +20%
AC
1112
Allstate Corporation
Illinois
$203K -$1.93M -154,133 -91%
SPWG
1113
Sage Private Wealth Group
Illinois
$203K +$20.6K +1,649 +11%
BIA
1114
Bigelow Investment Advisors
Maine
$202K +$4.14K +331 +2%
PWM
1115
Prosperity Wealth Management
California
$201K -$109K -8,733 -35%
IWN
1116
Independent Wealth Network
Iowa
$201K +$11.8K +941 +6%
GG
1117
Gleason Group
Kentucky
$201K +$10.3K +822 +5%
FFA
1118
First Foundation Advisors
California
$201K -$3.96K -316 -2%
CRWM
1119
Castle Rock Wealth Management
California
$200K +$664 +53 +0.3%
MWM
1120
Mattern Wealth Management
Kansas
$200K -$1.25K -100 -0.6%
AC
1121
Aldebaran Capital
Indiana
$200K – – –
TWM
1122
Triton Wealth Management
Arizona
$200K -$24.3K -1,944 -12%
SPAS
1123
Spectrum Planning & Advisory Services
California
$200K -$3.67K -293 -2%
FUBT
1124
First United Bank & Trust
Maryland
$200K +$2.5K +200 +1%
FMN
1125
Financial Management Network
California
$198K +$24.7K +1,972 +14%
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