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Name Holding Trade Value Shares
Change 		Change in
Stake
FI
3326
Financial Insights
Washington
$403K +$63.7K +162 +19%
VFP
3327
Verus Financial Partners
Virginia
$403K -$64.1K -163 -14%
FMTCOCP
3328
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$402K – – –
MS
3329
Madden Securities
Texas
$402K -$12.6K -32 -3%
CWA
3330
Cura Wealth Advisors
Illinois
$401K -$10.2K -26 -3%
EFG
3331
Embree Financial Group
Illinois
$401K +$11.8K +30 +3%
BA
3332
Bellwether Advisors
Nebraska
$400K +$4.72K +12 +1%
DJYG
3333
David J. Yvars Group
Florida
$399K – – –
IWA
3334
Integrity Wealth Advisors
California
$399K +$145K +368 +57%
VPP
3335
Vertex Planning Partners
Illinois
$399K +$34.6K +88 +10%
LCGC
3336
Legacy Capital Group California
California
$397K +$15.3K +39 +4%
MWP
3337
Madison Wealth Partners
Wisconsin
$397K +$3.54K +9 +0.9%
PPA
3338
Pacific Point Advisors
California
$397K -$3.54K -9 -0.9%
SHFP
3339
Second Half Financial Partners
Florida
$397K -$20.4K -52 -5%
FPGK
3340
Financial Partners Group (Kansas)
Kansas
$396K – – –
PSF
3341
Pacific Sun Financial
California
$395K +$14.5K +37 +4%
GAA
3342
Global Assets Advisory
Florida
$395K +$5.9K +15 +2%
MA
3343
Mezzasalma Advisors
New Jersey
$394K +$125K +317 +48%
MWM
3344
Meadowbrook Wealth Management
New York
$393K +$381K +970 New
LD
3345
Lipe & Dalton
New York
$393K -$19.7K -50 -5%
SAMT
3346
Select Asset Management & Trust
Pennsylvania
$393K – – –
MF
3347
Manchester Financial
California
$393K -$1.97K -5 -0.5%
SWMP
3348
Signature Wealth Management Partners
New Jersey
$392K +$76.3K +194 +25%
APC
3349
Asset Planning Corporation
Tennessee
$391K – – –
PWSG
3350
Pacific Wealth Strategies Group
California
$391K +$379K +964 New
132 133
134
135 136