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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
2301
Safeguard Investment Advisory Group
California
$607K -$15.8K -48 -3%
SRC
2302
Sage Rhino Capital
California
$607K +$16.1K +49 +3%
RFN
2303
RDA Financial Network
Iowa
$606K -$26.6K -81 -4%
FFA
2304
Freedman Financial Associates
Massachusetts
$606K – – –
ASBI
2305
American State Bank (Iowa)
Iowa
$606K +$10.8K +33 +2%
EA
2306
Emerald Advisors
Washington
$604K +$16.7K +51 +3%
MG
2307
Mather Group
Illinois
$603K -$263K -800 -30%
EDRIA
2308
Edmonds Duncan Registered Investment Advisors
Kansas
$602K – – –
FAT
2309
First American Trust
California
$600K +$21K +64 +4%
FC
2310
Forte Capital
New York
$599K -$39.1K -119 -6%
CA
2311
CSM Advisors
Pennsylvania
$599K – – –
NRA
2312
NSI Retail Advisors
Pennsylvania
$599K – – –
MTC
2313
McDaniel Terry & Co
Texas
$598K +$2.96K +9 +0.5%
PWM
2314
Purus Wealth Management
California
$592K +$19.7K +60 +3%
PAS
2315
Professional Advisory Services
Florida
$591K -$22.7K -69 -4%
KIM
2316
Karpus Investment Management
New York
$591K – – –
AWAP
2317
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$588K -$17.7K -54 -3%
SFG
2318
Sovereign Financial Group
Connecticut
$586K -$135K -410 -19%
TFA
2319
Teamwork Financial Advisors
Texas
$585K -$135K -410 -19%
FAFN
2320
First Affirmative Financial Network
Colorado
$583K +$583K +1,775 New
DA
2321
Detalus Advisors
Missouri
$580K +$5.58K +17 +1%
MA
2322
MONECO Advisors
Connecticut
$579K +$143K +437 +33%
AL
2323
ADE LLC
Maryland
$578K – – –
IDBONY
2324
Israel Discount Bank of New York
New York
$578K +$578K +1,761 New
WFG
2325
Wills Financial Group
Virginia
$577K -$39.1K -119 -6%
91 92
93
94 95