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Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
3476
Willis Johnson & Associates
Texas
$309K -$14.2K -39 -4%
DF
3477
Dunhill Financial
United Kingdom
$309K -$24.8K -68 -7%
S
3478
Sachetta
Massachusetts
$309K +$68.1K +187 +25%
AFM
3479
Armstrong Fleming & Moore
District of Columbia
$309K +$19.3K +53 +6%
GPWA
3480
Gaddis Premier Wealth Advisors
Oklahoma
$308K – – –
MAMG
3481
Milestone Asset Management Group
Connecticut
$308K +$1.82K +5 +0.5%
WHCI
3482
W.H. Cornerstone Investments
Massachusetts
$307K -$62K -170 -15%
NPT
3483
National Philanthropic Trust
Pennsylvania
$307K -$102K -280 -23%
OWCM
3484
One Wealth Capital Management
Arizona
$306K +$4.74K +13 +1%
IWP
3485
IAG Wealth Partners
Wisconsin
$306K -$23.3K -64 -6%
TCOK
3486
Trust Company of Kansas
Kansas
$306K – – –
HIF
3487
Hill Island Financial
Michigan
$306K -$1.82K -5 -0.5%
TFA
3488
Teamwork Financial Advisors
Texas
$305K – – –
IWS
3489
Integrity Wealth Solutions
Colorado
$304K +$1.09K +3 +0.3%
HFRG
3490
Houlihan Financial Resource Group
Virginia
$303K – – –
PB
3491
Prosperity Bancshares
Texas
$303K +$52.1K +143 +18%
IF
3492
Integrity Financial
Wyoming
$303K +$335K +920 New
RIM
3493
RW Investment Management
Idaho
$302K +$335K +919 New
CWM
3494
Centric Wealth Management
Illinois
$301K +$27K +74 +8%
IG
3495
IFS Group
Pennsylvania
$301K +$334K +916 New
BBES
3496
Buffalo Business & Estate Services
New York
$301K -$19.3K -53 -5%
AFG
3497
ABLE Financial Group
Arizona
$301K -$2.74M -7,524 -89%
OIS
3498
Okabena Investment Services
Minnesota
$301K – – –
KA
3499
KDT Advisors
New York
$300K +$35.3K +97 +12%
PWP
3500
Ponta Wealth Partners
Florida
$299K +$99.5K +273 +43%
138 139
140
141 142