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Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
2901
Valley National Advisers
Pennsylvania
$341K -$12.2K -40 -4%
SC
2902
Sierra Capital
Florida
$341K – – –
CFGSD
2903
Compass Financial Group (South Dakota)
South Dakota
$341K +$329K +1,080 New
MSR
2904
Main Street Research
Connecticut
$341K +$25K +82 +8%
FPGK
2905
Financial Partners Group (Kansas)
Kansas
$340K -$5.18K -17 -2%
DBIA
2906
Dumont & Blake Investment Advisors
New Jersey
$340K -$55.4K -182 -14%
PP
2907
PrairieView Partners
Minnesota
$340K – – –
PGWM
2908
Pitti Group Wealth Management
New York
$340K +$327K +1,075 New
TFCP
2909
Twin Focus Capital Partners
Massachusetts
$339K -$78.6K -258 -19%
HFRG
2910
Houlihan Financial Resource Group
Virginia
$339K – – –
KLI
2911
Kelman-Lazarov Inc
Tennessee
$338K -$1.52K -5 -0.5%
JHP
2912
James Hambro & Partners
United Kingdom
$338K – – –
BCM
2913
Brainard Capital Management
Texas
$338K +$326K +1,069 New
SFS
2914
Summit Financial Strategies
Ohio
$337K +$61.2K +201 +23%
CTFG
2915
Capstone Triton Financial Group
Oklahoma
$337K +$325K +1,067 New
MA
2916
Momentum Advisors
New York
$337K +$305 +1 +0.1%
FNBSF
2917
First National Bank Sioux Falls
South Dakota
$337K -$48.7K -160 -13%
MAG
2918
Mayfair Advisory Group
Alabama
$336K -$34.1K -112 -10%
FC
2919
Forte Capital
New York
$334K +$33.2K +109 +11%
SWM
2920
Sculati Wealth Management
Michigan
$334K -$150K -491 -32%
GBA
2921
Garrison Bradford & Associates
New York
$332K – – –
SPWG
2922
Sage Private Wealth Group
Illinois
$332K -$7.62K -25 -2%
SLT
2923
St Louis Trust
Missouri
$332K -$714K -2,345 -69%
LAM
2924
Lifestyle Asset Management
Texas
$331K +$320K +1,049 New
GWA
2925
GGM Wealth Advisors
Maryland
$331K -$254K -834 -44%
115 116
117
118 119