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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1626
Sandbox Financial Partners
Maryland
$217K +$198K +2,133 New
WAAG
1627
Wealth Alliance Advisory Group
Kansas
$217K +$198K +2,133 New
NPT
1628
National Philanthropic Trust
Pennsylvania
$216K +$197K +2,125 New
MA
1629
MJP Associates
Connecticut
$216K +$197K +2,125 New
LIA
1630
LBMC Investment Advisors
Tennessee
$216K +$197K +2,124 New
BLC
1631
Brown, Lisle/Cummings
Rhode Island
$216K -$50.5K -545 -20%
JWA
1632
JFS Wealth Advisors
Pennsylvania
$216K +$96.8K +1,045 +97%
BFC
1633
Bedel Financial Consulting
Indiana
$215K -$43.6K -471 -18%
BHWA
1634
Beacon Harbor Wealth Advisors
Virginia
$215K +$196K +2,114 New
FCFC
1635
First Commonwealth Financial Corp
Pennsylvania
$214K +$195K +2,105 New
SFG
1636
Sovereign Financial Group
Connecticut
$214K +$195K +2,103 New
CFG
1637
CKW Financial Group
Hawaii
$214K -$61.7K -666 -24%
RWP
1638
Revolve Wealth Partners
New Jersey
$214K +$195K +2,100 New
MSA
1639
Marino Stram & Associates
Massachusetts
$214K +$194K +2,096 New
ONSWM
1640
Old North State Wealth Management
North Carolina
$212K +$193K +2,080 New
RFN
1641
RDA Financial Network
Iowa
$212K +$193K +2,082 New
GA
1642
Geller Advisors
New York
$212K +$193K +2,080 New
TCM
1643
TD Capital Management
Tennessee
$211K +$69.8K +753 +57%
PG
1644
Patten Group
Tennessee
$211K +$192K +2,074 New
VWA
1645
Visionary Wealth Advisors
Illinois
$210K +$191K +2,066 New
BFG
1646
Bouchey Financial Group
New York
$209K -$30K -324 -14%
EIP
1647
Easterly Investment Partners
Massachusetts
$209K – – –
AGWCA
1648
Annis Gardner Whiting Capital Advisors
Florida
$209K – – –
CRIG
1649
Charter Research & Investment Group
Connecticut
$209K +$190K +2,047 New
CPIA
1650
Cornell Pochily Investment Advisors
New York
$208K +$189K +2,044 New
64 65
66
67 68