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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1201
Main Street Financial Solutions
Pennsylvania
$348K – – –
PWM
1202
Perigon Wealth Management
California
$347K +$13.7K +46 +4%
FA
1203
Faithward Advisors
Pennsylvania
$346K +$7.71K +26 +2%
GA
1204
GoalVest Advisory
New York
$346K +$320K +1,078 +1,315%
CT
1205
Coastline Trust
Rhode Island
$344K – – –
MMA
1206
Miracle Mile Advisors
California
$343K -$268K -902 -44%
TI
1207
Trexquant Investment
Connecticut
$342K -$5.77M -19,460 -94%
KM
1208
Kalos Management
Georgia
$342K -$94.1K -317 -20%
PFS
1209
Prospera Financial Services
Texas
$342K -$45.1K -152 -12%
HI
1210
Hendershot Investments
Virginia
$342K – – –
P
1211
&Partners
Tennessee
$342K – – –
LA
1212
LexAurum Advisors
Kansas
$340K -$10.1K -34 -3%
NB
1213
NBT Bank
New York
$340K -$2.97K -10 -0.9%
SFG
1214
SageGuard Financial Group
Tennessee
$339K -$2.97K -10 -0.9%
PA
1215
PSI Advisors
Florida
$339K – – –
DFG
1216
Demars Financial Group
Washington
$339K +$5.34K +18 +2%
BST
1217
Bath Savings Trust
Maine
$338K – – –
JIP
1218
Jaffetilchin Investment Partners
Florida
$337K -$98.2K -331 -23%
BOPW
1219
Brandywine Oak Private Wealth
Pennsylvania
$336K – – –
CWM
1220
Chesapeake Wealth Management
Virginia
$335K – – –
FHC
1221
First Heartland Consultants
Missouri
$332K -$34.4K -116 -9%
APP
1222
Avantax Planning Partners
Iowa
$331K +$1.19K +4 +0.4%
NJBEST
1223
New Jersey Better Educational Savings Trust
New Jersey
$328K – – –
FCA
1224
FinTrust Capital Advisors
South Carolina
$328K +$40.1K +135 +14%
KCM
1225
Kanawha Capital Management
Virginia
$327K – – –
47 48
49
50 51