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Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
1576
World Equity Group
Illinois
$326K -$492K -3,084 -60%
HJGA
1577
Hardman Johnston Global Advisors
Connecticut
$325K -$82.7K -518 -20%
AWAG
1578
ARS Wealth Advisors Group
Florida
$325K -$152K -955 -32%
CFP
1579
Curran Financial Partners
South Carolina
$325K -$77.6K -486 -19%
CWP
1580
Core Wealth Partners
California
$324K -$57.5K -360 -15%
DWM
1581
Dopkins Wealth Management
New York
$324K -$58.1K -364 -15%
CA
1582
Cornerstone Advisory
Maryland
$324K -$84.8K -531 -21%
VF
1583
VitalStone Financial
Texas
$324K +$326K +2,040 New
KFG
1584
Kingdom Financial Group
Arizona
$323K -$95.5K -598 -23%
SWA
1585
SFMG Wealth Advisors
Texas
$323K -$81.6K -511 -20%
TBA
1586
Tower Bridge Advisors
Pennsylvania
$323K -$82.1K -514 -20%
ESB
1587
Essex Savings Bank
Connecticut
$323K -$73.3K -459 -18%
FNT
1588
First Nebraska Trust
Nebraska
$322K -$83K -520 -20%
NFG
1589
Nations Financial Group
Iowa
$321K -$74.6K -467 -19%
SFG
1590
SNS Financial Group
Minnesota
$319K -$77.8K -487 -20%
GFPC
1591
Global Financial Private Client
Florida
$318K -$71.5K -448 -18%
WCWM
1592
Willow Creek Wealth Management
California
$318K -$49.7K -311 -13%
EWM
1593
Evermay Wealth Management
Virginia
$318K -$80.9K -507 -20%
VNA
1594
Valley National Advisers
Pennsylvania
$318K -$55.7K -349 -15%
GSB
1595
Greenfield Savings Bank
Massachusetts
$318K -$78.7K -493 -20%
TCM
1596
Tufton Capital Management
Maryland
$318K -$75.8K -475 -19%
IWP
1597
Invenio Wealth Partners
Florida
$318K +$3.19K +20 +1%
SAM
1598
SignalPoint Asset Management
Missouri
$317K -$82.9K -519 -21%
SW
1599
SteelPeak Wealth
California
$317K -$2.29M -14,358 -88%
RCS
1600
Retirement Capital Strategies
California
$317K -$80.5K -504 -20%
62 63
64
65 66