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Name Holding Trade Value Shares
Change 		Change in
Stake
APC
3301
Asset Planning Corporation
Tennessee
$257K – – –
AIA
3302
Armor Investment Advisors
North Carolina
$256K -$3.41K -10 -1%
WAM
3303
WealthTrust Asset Management
Florida
$256K +$341 +1 +0.1%
TFGT
3304
TS Financial Group (TSFG)
Illinois
$256K +$11.9K +35 +5%
DC
3305
Dorval Corp
Minnesota
$256K +$1.02K +3 +0.4%
CMA
3306
Cedar Mountain Advisors
Oregon
$256K -$2.39K -7 -0.9%
FA
3307
Fiducient Advisors
Illinois
$255K -$458K -1,342 -64%
CFG
3308
Compton Financial Group
Maryland
$255K – – –
PCS
3309
Private Client Services
Kentucky
$255K -$5.46K -16 -2%
IC
3310
Iconiq Capital
California
$254K +$252K +739 New
SF
3311
Schaeffer Financial
Maryland
$253K – – –
AFWM
3312
Abich Financial Wealth Management
Virginia
$253K +$208K +609 +483%
LHWM
3313
Lake Hills Wealth Management
Texas
$253K +$250K +734 New
MF
3314
Montis Financial
Massachusetts
$253K -$341 -1 -0.1%
FC
3315
Fairscale Capital
New Hampshire
$252K +$233K +684 New
AWM
3316
Allen Wealth Management
North Carolina
$252K – – –
WW
3317
Waterfront Wealth
Kansas
$252K -$17.4K -51 -7%
SFG
3318
Somnio Financial Group
Connecticut
$252K +$249K +731 New
WWP
3319
Waypoint Wealth Partners
California
$251K -$3.41K -10 -1%
SGWM
3320
Sterling Group Wealth Management
California
$251K +$249K +730 New
AC
3321
Addison Capital
Pennsylvania
$251K +$341 +1 +0.1%
TWM
3322
Tolleson Wealth Management
Texas
$250K -$248K -726 -50%
CA
3323
CSM Advisors
Pennsylvania
$250K – – –
NRA
3324
NSI Retail Advisors
Pennsylvania
$250K – – –
BDL
3325
Bey-Douglas LLC
Georgia
$250K – – –
131 132
133
134 135