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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2201
PAX Financial Group
Texas
$702K -$141K -512 -18%
AIA
2202
Allied Investment Advisors
Montana
$697K -$33.1K -120 -5%
CF
2203
Copperwynd Financial
Arizona
$694K – – –
OCM
2204
Orion Capital Management
California
$694K – – –
PG
2205
Prostatis Group
Maryland
$692K -$41.9K -152 -6%
NWS
2206
Newport Wealth Strategies
California
$692K -$11.9K -43 -2%
WDL
2207
Well Done LLC
Michigan
$690K +$37.5K +136 +6%
SCI
2208
Stableford Capital II
Arizona
$686K -$43.3K -157 -7%
HPC
2209
Hobart Private Capital
North Carolina
$686K +$4.41K +16 +0.7%
NAS
2210
Nicolet Advisory Services
Wisconsin
$685K -$57.6K -209 -9%
SRC
2211
Shufro Rose & Co
New York
$684K +$128K +466 +26%
FP
2212
Financial Perspectives
Minnesota
$683K +$51.8K +188 +9%
CC
2213
Callan Capital
California
$682K – – –
CA
2214
CGN Advisors
Kansas
$681K -$27K -98 -4%
SN
2215
Sittner & Nelson
Oregon
$681K +$82.7K +300 +16%
PFG
2216
Piershale Financial Group
Illinois
$680K +$3.31K +12 +0.5%
EA
2217
Emerald Advisors
Washington
$679K +$139K +506 +29%
BI
2218
Berkeley Inc
Idaho
$679K +$613K +2,224 New
WOSD
2219
WFA of San Diego
California
$678K -$94.8K -344 -13%
BP
2220
Broadleaf Partners
Ohio
$675K -$4.35M -15,784 -88%
TCM
2221
Tandem Capital Management
New Jersey
$675K +$149K +540 +32%
1WM
2222
1900 Wealth Management
Texas
$675K +$274K +994 +82%
MCM
2223
McRae Capital Management
New Jersey
$673K -$82.7K -300 -12%
ZCA
2224
Zeke Capital Advisors
Pennsylvania
$670K +$138K +500 +29%
SFG
2225
Sovereign Financial Group
Connecticut
$670K +$166K +603 +38%
87 88
89
90 91