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Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
1726
King Wealth Management Group
Florida
$434K -$278K -2,013 -40%
NFSG
1727
Newbridge Financial Services Group
Florida
$434K -$16.4K -119 -4%
FDS
1728
First Dallas Securities
Texas
$433K -$6.9K -50 -2%
RC
1729
Reik & Co
New York
$433K – – –
FNBSF
1730
First National Bank Sioux Falls
South Dakota
$433K -$106K -771 -20%
PFBT
1731
Parkside Financial Bank & Trust
Missouri
$432K +$63.9K +463 +18%
ST
1732
Sabal Trust
Florida
$432K -$56.8K -412 -12%
OCPWS
1733
One Charles Private Wealth Services
Massachusetts
$431K -$414 -3 -0.1%
FAN
1734
Financial Advisors Network
California
$430K -$11.7K -85 -3%
III
1735
Independent Investors Inc
New York
$430K – – –
S
1736
SimplyRich
California
$428K +$552 +4 +0.1%
MWC
1737
MBM Wealth Consultants
Missouri
$425K +$77.9K +565 +23%
CWM
1738
Chesapeake Wealth Management
Virginia
$423K – – –
CWC
1739
Carolinas Wealth Consulting
North Carolina
$422K +$44.7K +324 +3%
LW
1740
Libra Wealth
California
$422K -$23.4K -170 -5%
LWP
1741
Lumature Wealth Partners
Georgia
$421K +$57.7K +418 +16%
CFO
1742
Collective Family Office
Pennsylvania
$420K -$245K -1,774 -37%
ACM
1743
Allred Capital Management
Texas
$420K +$1.1K +8 +0.3%
SWA
1744
Sutton Wealth Advisors
Florida
$420K -$19.9K -144 -5%
AA
1745
Auxano Advisors
Washington
$419K – – –
SIG
1746
Sky Investment Group
Connecticut
$419K -$10.1K -73 -2%
ACP
1747
Aviance Capital Partners
Florida
$419K +$90.8K +658 +28%
SAG
1748
SageView Advisory Group
California
$419K +$410K +2,970 New
PBO
1749
Peoples Bank (Ohio)
Ohio
$418K -$17.4K -126 -4%
KLCM
1750
KG&L Capital Management
Louisiana
$418K -$998K -7,236 -71%
68 69
70
71 72