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Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
2076
Clark & Stuart Inc
Maine
$647K – – –
HAC
2077
Harbor Advisory Corp
New Hampshire
$646K – – –
PCFFS
2078
Pacific Center for Financial Services
California
$646K -$13.5K -43 -2%
FWA
2079
Flagship Wealth Advisors
Massachusetts
$645K +$117K +375 +28%
LF
2080
LifeSteps Financial
California
$645K +$7.83K +25 +1%
HP
2081
Hilltop Partners
Indiana
$645K +$151K +483 +39%
IP
2082
Investment Partners
Ohio
$644K +$8.45K +27 +2%
MF
2083
Montis Financial
Massachusetts
$643K -$2.5K -8 -0.5%
DWG
2084
Darden Wealth Group
Michigan
$643K -$40.7K -130 -7%
FCFC
2085
First Commonwealth Financial Corp
Pennsylvania
$642K -$2.5K -8 -0.5%
KAS
2086
KPP Advisory Services
Kentucky
$641K +$18.2K +58 +4%
GWAG
2087
Garrett Wealth Advisory Group
Texas
$639K -$60.4K -193 -10%
SCA
2088
Stonebridge Capital Advisors
Minnesota
$638K +$3.13K +10 +0.6%
XWL
2089
XXI Wealth LLC
Illinois
$637K +$58.9K +188 +12%
MFG
2090
Menard Financial Group
Texas
$636K +$533K +1,703 New
AWM
2091
Ariadne Wealth Management
California
$636K -$48.5K -155 -8%
BAM
2092
Bosun Asset Management
Illinois
$635K – – –
VNA
2093
Valley National Advisers
Pennsylvania
$635K +$3.76K +12 +0.7%
VAG
2094
VisionPoint Advisory Group
Texas
$634K +$139K +444 +35%
PNFS
2095
PW Nova Financial Services
Pennsylvania
$634K +$127K +406 +31%
SIS
2096
Strategic Investment Solutions
Illinois
$630K -$589K -1,880 -53%
PB
2097
Pinnacle Bancorp
Nebraska
$630K +$148K +474 +39%
FP
2098
Financial Perspectives
Minnesota
$628K -$6.58K -21 -1%
PFM
2099
Peak Financial Management
Massachusetts
$626K -$25K -80 -5%
IG
2100
IFS Group
Pennsylvania
$626K -$76.4K -244 -13%
82 83
84
85 86