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Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1826
Dupree Financial Group
Kentucky
$496K +$9.87K +45 +2%
SCM
1827
Sollinda Capital Management
Florida
$495K +$422K +1,925 New
DWM
1828
Dopkins Wealth Management
New York
$493K -$169K -771 -29%
CCAM
1829
Cascades Capital Asset Management
North Carolina
$493K +$3.07K +14 +0.7%
SCM
1830
Sebold Capital Management
Illinois
$493K +$6.36K +29 +2%
GEA
1831
Glen Eagle Advisors
New Jersey
$492K +$21.9K +100 +6%
IF
1832
Intrua Financial
Texas
$490K -$58.8K -268 -12%
YCG
1833
Yeomans Consulting Group
Georgia
$490K +$432K +1,967 New
HFF
1834
Halter Ferguson Financial
Indiana
$489K +$2.63K +12 +0.6%
RIA
1835
Realta Investment Advisors
Delaware
$489K +$417K +1,900 New
FNT
1836
First Nebraska Trust
Nebraska
$488K -$32.7K -149 -7%
WP
1837
WealthPLAN Partners
Nebraska
$488K -$66.3K -302 -14%
JEST
1838
JTC Employer Solutions Trustee
Jersey
$485K -$110K -500 -21%
JJBC
1839
James J. Burns & Company
New York
$485K +$8.12K +37 +2%
WCWM
1840
Willow Creek Wealth Management
California
$483K – – –
FC
1841
Fusion Capital
South Carolina
$482K -$15.8K -72 -4%
CWA
1842
Centerline Wealth Advisors
Kentucky
$482K – – –
MCM
1843
MV Capital Management
Maryland
$481K +$1.1K +5 +0.3%
CAM
1844
Cidel Asset Management
Ontario, Canada
$479K +$32.3K +147 +9%
RFP
1845
Root Financial Partners
California
$479K +$138K +631 +51%
KA
1846
Kozak & Associates
Colorado
$479K -$189K -861 -31%
SP
1847
Stablepoint Partners
Massachusetts
$478K +$25K +114 +7%
SIMG
1848
Sonora Investment Management Group
Arizona
$477K -$51.3K -234 -11%
SIA
1849
Strategic Investment Advisors
Michigan
$477K -$1.04M -4,737 -72%
SWG
1850
Summit Wealth Group
Vermont
$476K +$24.6K +112 +6%
72 73
74
75 76