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Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1801
SkyView Investment Advisors
New Jersey
$1.08M -$38K -502 -3%
EFG
1802
Everest Financial Group
Minnesota
$1.08M +$1.08M +14,234 New
LF
1803
LifeSteps Financial
California
$1.08M – – –
TWM
1804
Thrive Wealth Management
Pennsylvania
$1.08M -$80.5K -1,065 -7%
JE
1805
JMAC Enterprises
Pennsylvania
$1.08M -$68K -900 -6%
RF
1806
Roxbury Financial
New Jersey
$1.08M -$2.19K -29 -0.2%
WP
1807
WealthPLAN Partners
Nebraska
$1.08M +$419K +5,541 +64%
QIM
1808
Quest Investment Management
Oregon
$1.08M +$1.07M +14,165 New
AFA
1809
American Financial Advisors
Georgia
$1.08M – – –
IIM
1810
InTrack Investment Management
Vermont
$1.08M +$27.3K +361 +3%
UWPG
1811
Ullmann Wealth Partners Group
Florida
$1.08M -$37.2K -492 -3%
KF
1812
Krilogy Financial
Missouri
$1.07M +$161K +2,134 +18%
MAM
1813
McLaughlin Asset Management
Illinois
$1.07M -$12.1K -160 -1%
TCOTS
1814
Trust Company of the South
North Carolina
$1.07M +$121K +1,604 +13%
NDSI
1815
Newman Dignan & Sheerar Inc
Rhode Island
$1.07M -$1.97K -26 -0.2%
TA
1816
TrueWealth Advisors
Alabama
$1.07M +$665K +8,801 +167%
TFS
1817
Targeted Financial Services
Florida
$1.07M -$24.3K -321 -2%
HFM
1818
Harvest Fund Management
China
$1.07M -$239K -3,156 -18%
IP
1819
Ignite Planners
California
$1.07M +$44.5K +588 +4%
SLT
1820
St Louis Trust
Missouri
$1.07M -$147K -1,950 -12%
AAP
1821
Aristotle Atlantic Partners
Florida
$1.06M – – –
SP
1822
Stonebrook Private
Michigan
$1.06M -$302 -4 -0%
CBT
1823
Crews Bank & Trust
Florida
$1.06M -$3.02K -40 -0.3%
SNBOSCI
1824
Security National Bank of Sioux City Iowa
Iowa
$1.06M -$23.1K -306 -2%
FIB
1825
First Interstate Bank
Montana
$1.06M -$181K -2,391 -15%
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