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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1501
Beacon Financial Advisory
Ohio
$331K +$3.75K +155 +2%
KP
1502
Keel Point
Alabama
$331K +$2.47K +102 +1%
IAS
1503
Integrity Advisory Solutions
Texas
$331K +$239K +9,852 New
M1FG
1504
Mach-1 Financial Group
Arkansas
$331K +$239K +9,852 New
SDAM
1505
Shulman DeMeo Asset Management
New York
$330K -$28.6K -1,180 -11%
MSA
1506
Marino Stram & Associates
Massachusetts
$328K – – –
PAA
1507
Peregrine Asset Advisers
Oregon
$328K +$775 +32 +0.3%
G
1508
GenTrust
Florida
$328K +$237K +9,785 New
KLCM
1509
KG&L Capital Management
Louisiana
$328K +$23.8K +982 +11%
ANBT
1510
American National Bank & Trust
Texas
$328K – – –
OFW
1511
Omnia Family Wealth
Florida
$328K -$1.09K -45 -0.5%
IAN
1512
Integrated Advisors Network
Texas
$327K +$7.03K +290 +3%
FVWA
1513
Foster Victor Wealth Advisors
South Carolina
$327K +$6.47K +267 +3%
CFG
1514
Carter Financial Group
Illinois
$327K -$24.4K -1,006 -9%
UBG
1515
United Bank (Georgia)
Georgia
$326K +$14.2K +585 +6%
HA
1516
Herold Advisors
New York
$326K -$111K -4,602 -32%
SF
1517
Symphony Financial
Texas
$324K +$234K +9,676 New
PFT
1518
Providence First Trust
Arizona
$324K – – –
NGA
1519
Naples Global Advisors
Florida
$323K -$120K -4,936 -34%
WAL
1520
W Advisors LLC
Tennessee
$322K – – –
DAS
1521
Diversify Advisory Services
Utah
$322K +$198K +8,160 New
TAFW
1522
Tred Avon Family Wealth
Maryland
$321K +$232K +9,571 New
BFO
1523
Biltmore Family Office
North Carolina
$321K -$20K -824 -8%
RCYC
1524
Richard C. Young & Co
Rhode Island
$320K -$20.8K -858 -8%
NP
1525
Nilsine Partners
Colorado
$320K +$13.5K +559 +6%
59 60
61
62 63