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Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
926
Patriot Financial Group Insurance Agency
Massachusetts
$348K +$29.9K +561 +7%
ETI
927
Enterprise Trust & Investment
California
$347K -$39.6K -742 -8%
KFGK
928
Keystone Financial Group (Kentucky)
Kentucky
$347K -$30K -562 -6%
AFA
929
American Financial Advisors
Georgia
$347K +$578K +10,843 New
DWM
930
Dorchester Wealth Management
Quebec, Canada
$346K -$674K -12,642 -59%
BMA
931
Brooks Moore & Associates
Tennessee
$346K -$36.4K -682 -7%
BWA
932
Burt Wealth Advisors
Maryland
$346K +$37.5K +703 +9%
BCB
933
Brian C. Broderick
$345K – – –
WJWM
934
Williams Jones Wealth Management
New York
$345K +$17.2K +323 +4%
PAM
935
Paradigm Asset Management
New York
$343K – – –
TF
936
Tompkins Financial
New York
$343K -$6.93K -130 -1%
OPS
937
Orion Portfolio Solutions
Nebraska
$343K +$23.2K +436 +5%
CMO
938
Covenant Multifamily Offices
Texas
$342K -$477K -8,938 -51%
CS
939
Cannell & Spears
New York
$342K -$38.1K -715 -8%
AFP
940
Ausdal Financial Partners
Iowa
$342K +$62.7K +1,176 +13%
JIC
941
Joel Isaacson & Co
New York
$341K +$45.3K +849 +11%
UBV
942
United Bank (Virginia)
Virginia
$340K -$3.41K -64 -0.7%
NAS
943
Nicolet Advisory Services
Wisconsin
$340K +$195K +3,648 +74%
BPA
944
Beacon Pointe Advisors
California
$339K +$316K +5,918 +228%
IRAG
945
Investment Research & Advisory Group
Georgia
$337K -$25.3K -474 -5%
KTC
946
Kistler-Tiffany Companies
Pennsylvania
$337K – – –
SS
947
Simplicity Solutions
Minnesota
$337K +$51.7K +970 +13%
BDWM
948
Brewin Dolphin Wealth Management
Ireland
$336K -$14.4K -271 -3%
NG
949
Northstar Group
New York
$335K +$53 +1 +0%
HR
950
Hayden Royal
North Carolina
$335K +$187K +3,498 +71%
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