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Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
1501
Vaughan David Investments
Illinois
$263K -$23K -248 -9%
SWM
1502
Selective Wealth Management
Virginia
$263K -$15.8K -171 -6%
NFG
1503
Nations Financial Group
Iowa
$263K +$12.9K +139 +6%
FOFP
1504
Fee-Only Financial Planning
South Carolina
$263K – – –
MMA
1505
Miracle Mile Advisors
California
$262K -$741 -8 -0.3%
MWA
1506
Midland Wealth Advisors
Illinois
$262K +$238K +2,567 New
DWM
1507
Dorchester Wealth Management
Quebec, Canada
$260K +$237K +2,556 New
WWMSC
1508
Wagner Wealth Management (South Carolina)
South Carolina
$260K +$19.1K +206 +9%
SCA
1509
Stonebridge Capital Advisors
Minnesota
$260K – – –
KFG
1510
Kingdom Financial Group
Arizona
$259K -$3.98K -43 -2%
JLBC
1511
J.L. Bainbridge & Co
Florida
$259K -$185 -2 -0.1%
CFP
1512
Curran Financial Partners
South Carolina
$258K -$7.5K -81 -3%
RIA
1513
Realta Investment Advisors
Delaware
$257K +$28.6K +309 +14%
EBA
1514
Eagle Bay Advisors
New York
$256K -$37.9K -409 -14%
PIAS
1515
PCA Investment Advisory Services
Ohio
$256K +$185 +2 +0.1%
TCPWM
1516
Traverso Chambers Private Wealth Management
California
$256K – – –
AAG
1517
Armstrong Advisory Group
Massachusetts
$255K +$25.3K +273 +12%
SWA
1518
SFMG Wealth Advisors
Texas
$255K -$34.5K -372 -13%
AWM
1519
Angeles Wealth Management
California
$255K +$232K +2,502 New
BA
1520
Ballast Advisors
Minnesota
$254K +$10.6K +114 +5%
RCS
1521
Retirement Capital Strategies
California
$254K – – –
SAM
1522
SignalPoint Asset Management
Missouri
$254K +$232K +2,502 New
GSB
1523
Greenfield Savings Bank
Massachusetts
$254K – – –
ESB
1524
Essex Savings Bank
Connecticut
$253K +$231K +2,488 New
FC
1525
Fusion Capital
South Carolina
$253K – – –
59 60
61
62 63