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Name Holding Trade Value Shares
Change 		Change in
Stake
SWGC
2476
Summit Wealth Group (Colorado)
Colorado
$875K +$110K +302 +13%
KSWWM
2477
Keyes Stange & Wooten Wealth Management
Florida
$875K +$9.47K +26 +1%
MIA
2478
MMBG Investment Advisors
Florida
$872K -$115K -315 -11%
OFG
2479
OmniStar Financial Group
North Carolina
$871K +$965K +2,649 New
GCM
2480
Gibraltar Capital Management
Oklahoma
$871K – – –
MQWP
2481
Morey & Quinn Wealth Partners
Nebraska
$870K -$3.64K -10 -0.4%
TTIC
2482
Tower Trust & Investment Company
Iowa
$870K -$3.64K -10 -0.4%
BFS
2483
BridgePort Financial Solutions
Iowa
$869K -$21.9K -60 -2%
CFG
2484
Carr Financial Group
Massachusetts
$867K -$33.5K -92 -3%
HIC
2485
Hamrick Investment Counsel
Washington
$867K +$146K +401 +18%
BB
2486
Burford Brothers
Texas
$866K -$6.92K -19 -0.7%
SC
2487
Sepio Capital
Utah
$863K -$166K -456 -15%
PMFA
2488
Plante Moran Financial Advisors
Michigan
$861K -$555K -1,522 -37%
OWA
2489
Outlook Wealth Advisors
Texas
$859K -$490K -1,344 -34%
FUBT
2490
First United Bank & Trust
Maryland
$858K – – –
HDIM
2491
Hanson & Doremus Investment Management
Vermont
$857K -$12.4K -34 -1%
CFS
2492
Coordinated Financial Services
Colorado
$857K -$2.92K -8 -0.3%
PBO
2493
Peoples Bank (Ohio)
Ohio
$856K -$25.1K -69 -3%
IA
2494
IFG Advisors
Missouri
$856K -$14.6K -40 -2%
DWMS
2495
Dominguez Wealth Management Solutions
Virginia
$856K +$1.09K +3 +0.1%
SPWG
2496
Syntegra Private Wealth Group
Missouri
$855K -$50.3K -138 -5%
GITFIT
2497
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$855K +$947K +2,600 New
AFPL
2498
Advus Financial Partners, LLC
Florida
$855K -$70K -192 -7%
AFCM
2499
Applied Finance Capital Management
Puerto Rico
$854K +$199K +547 +27%
EIP
2500
Ellis Investment Partners
Pennsylvania
$853K +$729 +2 +0.1%
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