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Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
1651
Financial Management Network
California
$399K +$18.9K +413 +7%
DWA
1652
Delos Wealth Advisors
Texas
$399K -$91.7K -2,000 -18%
BHWA
1653
Beacon Harbor Wealth Advisors
Virginia
$398K – – –
AA
1654
ALPS Advisors
Colorado
$397K +$412K +8,998 New
LWM
1655
Liberty Wealth Management
California
$396K +$14.7K +321 +4%
KAM
1656
Knightsbridge Asset Management
California
$396K -$118K -2,581 -22%
CSB
1657
City State Bank
Iowa
$395K – – –
TPWA
1658
TRUE Private Wealth Advisors
Oregon
$394K -$71.2K -1,553 -15%
VCP
1659
Verus Capital Partners
Arizona
$394K -$29K -633 -7%
ICP
1660
Impact Capital Partners
Colorado
$393K +$3.07K +67 +0.8%
WA
1661
Wealth Alliance
New York
$392K -$47.8K -1,043 -11%
KP
1662
Keel Point
Alabama
$391K -$107K -2,336 -21%
CCMINC
1663
Cardinal Capital Management Inc (North Carolina)
North Carolina
$391K +$41.5K +906 +11%
LCM
1664
LCM Capital Management
Illinois
$391K +$55K +1,199 +16%
AF
1665
Arrow Financial
New York
$391K -$5.73K -125 -1%
CA
1666
Capital Advantage
California
$390K -$10.5K -228 -3%
MLL
1667
Moody Lynn & Lieberson
Massachusetts
$389K -$9.53K -208 -2%
SOAG
1668
Silver Oak Advisory Group
Oregon
$389K +$31.5K +687 +8%
UBG
1669
United Bank (Georgia)
Georgia
$387K -$43.6K -951 -10%
FFS
1670
Founders Financial Securities
Maryland
$387K -$57K -1,244 -17%
BWS
1671
Broadway Wealth Solutions
Texas
$387K – – –
SAM
1672
Sagewood Asset Management
New York
$387K +$94.7K +2,066 +31%
EV
1673
EJMK Ventures
Illinois
$386K +$401K +8,742 New
ZI
1674
ZEGA Investments
Florida
$386K +$550 +12 +0.1%
TWM
1675
TRB Wealth Management
Texas
$385K +$400K +8,732 New
65 66
67
68 69