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Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
1326
Syverson Strege & Co
Iowa
$437K -$39.1K -1,612 -11%
CPC
1327
Congress Park Capital
New York
$436K +$315K +13,000 New
RCS
1328
Retirement Capital Strategies
California
$436K -$24.2K -1,000 -7%
GI
1329
GAMCO Investors
Connecticut
$434K -$19.4K -799 -6%
QWP
1330
Quotient Wealth Partners
Texas
$434K +$42.5K +1,756 +16%
FCA
1331
FLC Capital Advisors
California
$434K +$17K +700 +6%
TC
1332
TownSquare Capital
Utah
$433K -$165K -6,809 -35%
AI
1333
Accredited Investors
Minnesota
$433K -$7.8K -322 -2%
BHWM
1334
Bar Harbor Wealth Management
New Hampshire
$432K -$30.7K -1,269 -9%
CCWM
1335
Cassaday & Co Wealth Management
Virginia
$432K -$33.2K -1,371 -10%
SFG
1336
Sovereign Financial Group
Connecticut
$431K +$9.76K +403 +3%
KOC
1337
Koss-Olinger Consulting
Florida
$430K -$3.49K -144 -0.7%
MWM
1338
Meridian Wealth Management
Kentucky
$429K +$17.5K +724 +6%
CIAS
1339
CFS Investment Advisory Services
New Jersey
$428K +$271K +11,192 New
RFA
1340
ROI Financial Advisors
Oregon
$428K -$51.9K -2,141 -14%
SFO
1341
Stokes Family Office
Louisiana
$427K -$36.8K -1,517 -11%
SCA
1342
Sandy Cove Advisors
Massachusetts
$427K +$308K +12,724 New
SCI
1343
Silver Coast Investments
United States
$426K +$90.9K +3,752 +42%
CSC
1344
Caldwell Sutter Capital
California
$426K +$18.1K +747 +6%
OIAM
1345
OFI Invest Asset Management
France
$426K -$43K -1,773 -11%
CCA
1346
Cobblestone Capital Advisors
New York
$423K +$16.9K +697 +6%
OBWG
1347
Onyx Bridge Wealth Group
New York
$422K -$59.4K -2,453 -16%
LFA
1348
Laraway Financial Advisors
Minnesota
$422K – – –
APW
1349
Acima Private Wealth
Virginia
$420K -$18.2K -750 -6%
TF
1350
Tompkins Financial
New York
$418K – – –
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