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Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
2101
Allen Capital Group
Nebraska
$818K +$42.3K +535 +6%
FNBOMD
2102
First National Bank of Mount Dora
Florida
$816K -$94.4K -1,195 -11%
SI
2103
Seeds Investor
New York
$816K +$65.3K +827 +9%
MWA
2104
Midland Wealth Advisors
Illinois
$815K -$20.1K -255 -2%
ERWM
2105
Elk River Wealth Management
Colorado
$813K – – –
GWA
2106
Gibson Wealth Advisors
Texas
$813K – – –
DIM
2107
Delta Investment Management
California
$812K +$632 +8 +0.1%
RIS
2108
Retirement Income Solutions
Michigan
$811K – – –
FA
2109
Faithward Advisors
Pennsylvania
$810K -$19.3K -245 -2%
HAG
2110
HF Advisory Group
Maryland
$808K +$44.8K +567 +6%
PWM
2111
Partners Wealth Management
California
$805K – – –
FG
2112
Foster Group
Iowa
$802K +$54.7K +692 +8%
SRIM
2113
Saratoga Research & Investment Management
California
$800K – – –
GPWM
2114
Grant Private Wealth Management
California
$800K +$79.1K +1,002 +11%
CSC
2115
Caldwell Sutter Capital
California
$799K +$92.2K +1,168 +13%
KCAM
2116
Kagan Cocozza Asset Management
New Jersey
$797K -$7.98K -101 -1%
HCC
2117
Hirtle Callaghan & Co
Pennsylvania
$796K – – –
MCP
2118
Miller Capital Partners
Michigan
$796K – – –
WFG
2119
Wills Financial Group
Virginia
$796K -$29.2K -370 -4%
B
2120
Bayban
Minnesota
$796K – – –
PA
2121
PFG Advisors
Arizona
$796K -$1.11M -14,009 -59%
FIM
2122
FWL Investment Management
Texas
$796K +$48.3K +612 +7%
RWM
2123
Riverbend Wealth Management
South Carolina
$795K +$58.1K +736 +8%
SLC
2124
Second Line Capital
Louisiana
$795K +$115K +1,454 +18%
GWM
2125
GDS Wealth Management
Texas
$794K +$132K +1,671 +21%
83 84
85
86 87