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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1401
Centaurus Financial
California
$245K +$7.82K +28 +3%
ORC
1402
O'Rourke & Company
Massachusetts
$245K -$6.7K -24 -3%
LAM
1403
L2 Asset Management
Massachusetts
$245K -$6.7K -24 -3%
SAM
1404
Sompo Asset Management
Japan
$245K – – –
SIM
1405
Sentry Investment Management
Wisconsin
$244K -$39.4K -141 -14%
PWMG
1406
Prestige Wealth Management Group
New Jersey
$243K -$10.9K -39 -4%
MWA
1407
MFA Wealth Advisors
Pennsylvania
$243K – – –
PWP
1408
Perfromance Wealth Partners
Illinois
$242K -$39.1K -140 -14%
AMBIA
1409
Allen Mooney & Barnes Investment Advisors
Georgia
$241K +$18.7K +67 +8%
BTI
1410
Blue Trust Inc
Georgia
$240K -$265K -950 -53%
IAMOG
1411
Investors Asset Management of Georgia
Georgia
$240K – – –
PA
1412
PSI Advisors
Florida
$239K – – –
IWA
1413
IBEX Wealth Advisors
New Jersey
$239K +$237K +849 New
MCA
1414
MSH Capital Advisors
Arizona
$238K +$279 +1 +0.1%
GFP
1415
Gryphon Financial Partners
Ohio
$238K -$7.26K -26 -3%
CAC
1416
Certified Advisory Corp
Florida
$238K -$279 -1 -0.1%
FWA
1417
FSM Wealth Advisors
Ohio
$238K -$71.5K -256 -23%
PIA
1418
Perennial Investment Advisors
California
$237K -$1.12K -4 -0.5%
SFA
1419
Souders Financial Advisors
Ohio
$237K -$31.5K -113 -12%
LWM
1420
Lyell Wealth Management
California
$237K – – –
VV
1421
Verity & Verity
South Carolina
$236K – – –
ES
1422
Eagle Strategies
New York
$236K +$20.7K +74 +10%
RTC
1423
Riverview Trust Company
Washington
$235K -$558 -2 -0.2%
FGWP
1424
Founders Grove Wealth Partners
Virginia
$235K +$233K +836 New
FRA
1425
Front Row Advisors
California
$234K -$838 -3 -0.4%
55 56
57
58 59