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Name Holding Trade Value Shares
Change 		Change in
Stake
SHFP
3426
Second Half Financial Partners
Florida
$348K +$12.1K +33 +3%
DAS
3427
Daybright Advisory Services
Florida
$347K +$370K +1,009 New
SHFG
3428
S Harris Financial Group
Texas
$347K +$370K +1,009 New
W
3429
WorthPointe
California
$347K +$107K +293 +41%
CC
3430
Commons Capital
Massachusetts
$347K +$40.3K +110 +12%
VFG
3431
V2 Financial group
Illinois
$346K +$109K +297 +42%
YWS
3432
Yarger Wealth Strategies
Ohio
$346K -$42.9K -117 -10%
AT
3433
Arlington Trust
Alabama
$345K -$1.17M -3,182 -76%
MBI
3434
May Barnhard Investments
Maryland
$345K -$39.6K -108 -10%
WPI
3435
Walter Public Investments
Canada
$344K – – –
PM
3436
Pembroke Management
Quebec, Canada
$344K +$125K +340 +52%
SP
3437
Saranac Partners
$344K +$27.5K +75 +8%
BFPW
3438
BOK Financial Private Wealth
Colorado
$343K -$9.52K -26 -3%
IWP
3439
IAG Wealth Partners
Wisconsin
$342K -$11.4K -31 -3%
FDDB
3440
Fidelity D&D Bancorp
Pennsylvania
$342K -$31.9K -87 -8%
SHFA
3441
SS&H Financial Advisors
Michigan
$342K – – –
JTWM
3442
Jackson Thornton Wealth Management
Alabama
$341K +$44.3K +121 +14%
LFS
3443
Legacy Financial Strategies
Kansas
$341K -$16.8K -46 -4%
MS
3444
Madden Securities
Texas
$341K -$366 -1 -0.1%
BFA
3445
Bridgelight Financial Advisors
Connecticut
$341K +$363K +991 New
CP
3446
Clarendon Private
Massachusetts
$340K +$10.3K +28 +3%
BA
3447
Bellwether Advisors
Nebraska
$340K – – –
FPB
3448
First PREMIER Bank
South Dakota
$339K -$19K -52 -5%
AGC
3449
August Group Capital
$339K +$361K +986 New
LCGC
3450
Legacy Capital Group California
California
$339K +$1.1K +3 +0.3%
136 137
138
139 140