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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1201
Midwest Financial Group
Kansas
$118K -$4.27K -400 -3%
MSFS
1202
Main Street Financial Solutions
Pennsylvania
$118K -$147K -13,821 -54%
WA
1203
Wealth Alliance
New York
$116K +$5.8K +544 +5%
PRTG
1204
Post Resch Tallon Group
New York
$116K +$129K +12,063 New
TKP
1205
Tallon Kerry Patrick
$116K +$129K +12,063 New
FAN
1206
Financial Advisors Network
California
$116K +$125K +11,707 New
GI
1207
GAMCO Investors
Connecticut
$116K – – –
PCS
1208
Personal CFO Solutions
New Jersey
$115K +$124K +11,662 New
B
1209
BetterWealth
California
$115K +$267 +25 +0.2%
VC
1210
Vicus Capital
Pennsylvania
$115K -$715 -67 -0.6%
PPW
1211
Parcion Private Wealth
Washington
$115K -$11.4K -1,066 -8%
ATWA
1212
Arbor Trust Wealth Advisors
Michigan
$115K +$124K +11,605 New
PCM
1213
Parsons Capital Management
Rhode Island
$115K -$39.1K -3,666 -24%
4WM
1214
44 Wealth Management
Oregon
$114K +$864 +81 +0.7%
CAG
1215
Crestwood Advisors Group
Massachusetts
$114K -$21.3K -1,994 -15%
FCAS
1216
First Command Advisory Services
Texas
$114K -$26.2K -2,457 -18%
PM
1217
Penbrook Management
New York
$114K – – –
PWSG
1218
Pacific Wealth Strategies Group
California
$114K +$123K +11,500 New
CWS
1219
Confluence Wealth Services
Pennsylvania
$114K +$2.79K +262 +2%
TA
1220
TruWealth Advisors
Louisiana
$114K – – –
BIA
1221
Bigelow Investment Advisors
Maine
$114K -$117K -11,000 -49%
LI
1222
Lafayette Investments
Maryland
$113K -$4.27K -400 -3%
ACM
1223
Advisors Capital Management
New Jersey
$113K -$2.61K -245 -2%
SWM
1224
Sugarloaf Wealth Management
Georgia
$113K +$416 +39 +0.3%
CWG
1225
Cornerstone Wealth Group
North Carolina
$113K +$11.7K +1,098 +11%
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