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Name Holding Trade Value Shares
Change 		Change in
Stake
PS
1301
Portfolio Strategies
New York
$605K -$3.31K -7 -0.5%
SRL
1302
Scientech Research LLC
New Jersey
$605K +$45.9K +97 +8%
AIA
1303
Accelerate Investment Advisors
California
$604K -$947 -2 -0.2%
WFAG
1304
Worth Financial Advisory Group
North Carolina
$602K +$34.6K +73 +6%
CGL
1305
Clarius Group LLC
Washington
$599K -$207K -438 -26%
GWM
1306
GDS Wealth Management
Texas
$598K +$1.89K +4 +0.3%
GWSG
1307
GPS Wealth Strategies Group
Colorado
$596K – – –
YDMI
1308
Y.D. More Investments
Israel
$595K -$24.6K -52 -4%
IBOK
1309
Independence Bank of Kentucky
Kentucky
$595K – – –
HNB
1310
Hilltop National Bank
Wyoming
$590K – – –
AIC
1311
Archer Investment Corporation
Indiana
$585K – – –
PCP
1312
Proficio Capital Partners
Massachusetts
$580K -$807K -1,705 -58%
FNFDCM
1313
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$580K -$4.73K -10 -0.8%
IAS
1314
Insigneo Advisory Services
Florida
$578K +$14.2K +30 +3%
SFC
1315
SYM Financial Corp
Indiana
$577K -$133K -280 -19%
JTWM
1316
Jackson Thornton Wealth Management
Alabama
$575K +$582K +1,229 New
SPC
1317
Sigma Planning Corp
Michigan
$575K -$40.7K -86 -7%
DS
1318
DRW Securities
Illinois
$573K +$145K +307 +34%
WWM
1319
Whalen Wealth Management
Nevada
$573K +$189K +400 +50%
MPCG
1320
Matrix Private Capital Group
New York
$569K – – –
FAM
1321
Formidable Asset Management
Ohio
$568K -$473 -1 -0.1%
SL
1322
Summitry LLC
California
$566K +$127K +268 +29%
MSS
1323
Mitchell Sinkler & Starr
Pennsylvania
$566K – – –
CFG
1324
CKW Financial Group
Hawaii
$566K – – –
BA
1325
Bridgewater Advisors
New York
$562K -$14.7K -31 -2%
51 52
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