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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
3051
Halbert Hargrove Global Advisors
California
$73.2K -$2.2K -7 -3%
TFG
3052
Team Financial Group
California
$72.9K – – –
FGA
3053
Fortis Group Advisors
New Jersey
$71.8K – – –
HCM
3054
Horrell Capital Management
Arkansas
$70.9K – – –
WAG
3055
Wilkerson Advisory Group
Missouri
$70.7K +$11.6K +37 +17%
CAL
3056
Capital Advisors Ltd
Ohio
$69K – – –
SC
3057
Solstein Capital
California
$69K – – –
CBT
3058
Crews Bank & Trust
Florida
$68.7K – – –
GWSA
3059
Global Wealth Strategies & Associates
Colorado
$68.7K – – –
Q1WB
3060
Quest 10 Wealth Builders
Virginia
$66.6K +$12.3K +39 +20%
FPF
3061
First Pacific Financial
Washington
$65.1K +$11.9K +38 +20%
RFS
3062
Richardson Financial Services
Massachusetts
$64.4K -$74.5K -237 -51%
AEPWM
3063
Atlantic Edge Private Wealth Management
Florida
$64.2K – – –
PWS
3064
Peterson Wealth Services
Utah
$64.1K – – –
WT
3065
WHI Trust
Illinois
$63.8K – – –
NWS
3066
Nvest Wealth Strategies
Ohio
$63.7K +$11.3K +36 +19%
EF
3067
Entrust Financial
Pennsylvania
$63.6K – – –
MWM
3068
Mosley Wealth Management
California
$63.5K +$66.3K +211 New
MS
3069
Monetary Solutions
Ohio
$63.1K – – –
DWS
3070
Dynamic Wealth Strategies
California
$59K – – –
SNB
3071
Security National Bank
Nebraska
$58.5K +$40.9K +130 +171%
TFA
3072
Toth Financial Advisory
Virginia
$57.3K – – –
CFS
3073
CGC Financial Services
Oregon
$57.3K – – –
MDA
3074
Minot DeBlois Advisors
Massachusetts
$56.8K – – –
FNWA
3075
Financial Network Wealth Advisors
Utah
$56.8K +$4.71K +15 +8%
121 122
123
124 125