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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
1251
Proffitt & Goodson
Tennessee
$571K +$3.19K +7 +0.6%
V
1252
VeraBank
Texas
$567K – – –
CG
1253
Cynosure Group
Utah
$567K -$230K -505 -30%
FTA
1254
Financial & Tax Architects
Missouri
$566K +$51.6K +113 +11%
LFAS
1255
Level Four Advisory Services
Texas
$566K -$17.8K -39 -3%
MAM
1256
Martingale Asset Management
Massachusetts
$566K -$9.13K -20 -2%
C
1257
Certuity
Florida
$562K +$35.6K +78 +7%
SIS
1258
Sound Income Strategies
Florida
$561K +$2.74K +6 +0.5%
WMA
1259
Wealth Management Associates
New Jersey
$561K +$3.19K +7 +0.6%
NAM
1260
NTV Asset Management
West Virginia
$560K +$536K +1,175 New
FFA
1261
Founders Financial Alliance
North Carolina
$557K -$2.74K -6 -0.5%
SW
1262
Simplicity Wealth
New Jersey
$554K -$7.47M -16,370 -93%
PL
1263
Plancorp LLC
Missouri
$552K +$11.4K +25 +2%
EWA
1264
Exencial Wealth Advisors
Oklahoma
$552K -$203K -445 -28%
APW
1265
Aurora Private Wealth
New Jersey
$549K – – –
KWM
1266
Kolinsky Wealth Management
New Jersey
$548K -$5.02K -11 -0.9%
FH
1267
FWG Holdings
Florida
$547K +$7.76K +17 +2%
KFGK
1268
Keystone Financial Group (Kentucky)
Kentucky
$545K +$34.2K +75 +7%
CFMC
1269
Curbstone Financial Management Corp
New Hampshire
$541K – – –
AFG
1270
Argent Financial Group
Louisiana
$540K +$517K +1,133 New
FFO
1271
Fiduciary Family Office
Florida
$540K +$15.1K +33 +3%
GI
1272
Gradient Investments
Minnesota
$539K -$1.37K -3 -0.3%
IBOK
1273
Independence Bank of Kentucky
Kentucky
$538K +$230K +503 +80%
TCMP
1274
Thrive Capital Management (Pennsylvania)
Pennsylvania
$538K – – –
DAS
1275
Diversify Advisory Services
Utah
$535K -$65.2K -143 -11%
49 50
51
52 53