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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2051
SOA Wealth Advisors
New York
$949K +$293K +893 +45%
PBF
2052
Petix & Botte Financial
California
$946K +$472K +1,439 +100%
CAG
2053
Curtis Advisory Group
California
$944K -$25.6K -78 -3%
HA
2054
HC Advisors
Georgia
$944K – – –
SFG
2055
StrategIQ Financial Group
Indiana
$943K -$65.7K -200 -7%
LA
2056
LexAurum Advisors
Kansas
$943K +$35.5K +108 +4%
FM
2057
Foster & Motley
Ohio
$942K -$380K -1,156 -29%
AWG
2058
Altus Wealth Group
Colorado
$935K -$117K -356 -11%
FA
2059
Fiducient Advisors
Illinois
$934K – – –
AWA
2060
Aaron Wealth Advisors
Illinois
$932K +$119K +361 +15%
AAM
2061
AMI Asset Management
California
$931K -$18.1K -55 -2%
OCG
2062
Opus Capital Group
Ohio
$930K -$311K -946 -25%
UFF
2063
USA Financial Formulas
Michigan
$930K -$67K -204 -7%
MAS
2064
Managed Account Services
Florida
$930K -$985 -3 -0.1%
CGA
2065
Crescent Grove Advisors
Illinois
$928K -$64K -195 -6%
LWAM
2066
Legacy Wealth Asset Management
Minnesota
$928K +$8.54K +26 +0.9%
AFG
2067
Allegheny Financial Group
Pennsylvania
$927K +$33.2K +101 +4%
FMTCOCP
2068
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$924K -$4.92K -15 -0.5%
MAG
2069
MRA Advisory Group
New Jersey
$922K +$49.6K +151 +6%
CWM
2070
Circle Wealth Management
New Jersey
$921K +$13.8K +42 +2%
JFA
2071
JNBA Financial Advisors
Minnesota
$913K -$4.6K -14 -0.5%
NCM
2072
Northside Capital Management
Oregon
$913K – – –
SVCP
2073
Silicon Valley Capital Partners
California
$911K +$4.6K +14 +0.5%
SIC
2074
Sigma Investment Counselors
Michigan
$909K +$14.8K +45 +2%
DLHL
2075
Donald L. Hagan LLC
Florida
$909K +$54.8K +167 +6%
81 82
83
84 85