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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1201
WrapManager Inc
California
$814K +$4.11K +9 +0.5%
NSAM
1202
North Star Asset Management
Wisconsin
$814K +$11.4K +25 +1%
SAI
1203
Savvy Advisors Inc
New York
$811K +$299K +656 +61%
PAS
1204
Parsonex Advisory Services
Colorado
$809K +$787K +1,725 New
HSA
1205
HBK Sorce Advisory
Pennsylvania
$808K +$17.3K +38 +2%
SA
1206
SRN Advisors
Pennsylvania
$806K +$45.6K +100 +6%
SWM
1207
Shelton Wealth Management
Texas
$806K +$64.4K +141 +9%
GWP
1208
Gen-Wealth Partners
Michigan
$801K +$10K +22 +1%
SI
1209
Seeds Investor
New York
$801K +$142K +312 +22%
SIA
1210
Strategic Investment Advisors
Michigan
$801K -$99K -217 -11%
AG
1211
AmeriFlex Group
Nevada
$797K +$230K +503 +41%
CGL
1212
Clarius Group LLC
Washington
$797K -$173K -378 -18%
FDP
1213
Financiere des Professionnels
Quebec, Canada
$793K -$376K -823 -33%
AGC
1214
Aspen Grove Capital
Colorado
$785K +$117K +257 +18%
MWM
1215
MorganRosel Wealth Management
Colorado
$785K +$211K +462 +38%
PPC
1216
Park Place Capital
Alabama
$785K +$79K +173 +12%
CWM
1217
Chesapeake Wealth Management
Virginia
$780K -$9.13K -20 -1%
HI
1218
Harbour Investments
Wisconsin
$775K -$20.1K -44 -3%
IWA
1219
IBEX Wealth Advisors
New Jersey
$775K +$754K +1,651 New
LC
1220
LCNB Corp
Ohio
$774K – – –
AIIMS
1221
Analyst IMS Investment Management Services
Israel
$774K – – –
DA
1222
Drake & Associates
Wisconsin
$774K -$21.9K -48 -3%
BWM
1223
Baron Wealth Management
Michigan
$770K -$2.28K -5 -0.3%
SFSG
1224
Sound Financial Strategies Group
Mississippi
$767K +$10K +22 +1%
AC
1225
AlphaCore Capital
California
$767K +$291K +637 +64%
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