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Name Holding Trade Value Shares
Change 		Change in
Stake
KF
1576
Ketron Financial
California
$397K – – –
LT
1577
Legacy Trust
Michigan
$396K – – –
VP
1578
Verum Partners
North Carolina
$395K +$376K +797 New
MWA
1579
Midland Wealth Advisors
Illinois
$394K +$11.3K +24 +3%
MCWA
1580
Meadow Creek Wealth Advisors
Georgia
$393K +$34.9K +74 +10%
FC
1581
Financial Consulate
Maryland
$393K +$2.83K +6 +0.8%
PAG
1582
Private Advisory Group
Washington
$393K +$374K +792 New
CF
1583
Claris Financial
Virginia
$392K -$1.89K -4 -0.5%
DMBA
1584
Deseret Mutual Benefit Administrators
Utah
$391K +$165K +350 +80%
LA
1585
Legacy Advisors
Pennsylvania
$391K +$12.7K +27 +4%
TTWM
1586
TCV Trust & Wealth Management
Virginia
$391K – – –
UAG
1587
United Advisor Group
Ohio
$390K +$49.1K +104 +15%
AC
1588
AXQ Capital
New Jersey
$390K -$777K -1,647 -68%
IAG
1589
Investment Advisory Group
Massachusetts
$389K +$5.66K +12 +2%
VHAM
1590
Van Hulzen Asset Management
California
$389K +$146K +310 +65%
HT
1591
Heritage Trust
Oklahoma
$389K – – –
ML
1592
McAdam LLC
Pennsylvania
$388K +$138K +293 +60%
TFA
1593
Transamerica Financial Advisors
Florida
$386K +$146K +309 +66%
PPWM
1594
Paragon Private Wealth Management
Kentucky
$386K +$94.8K +201 +35%
SIA
1595
SGL Investment Advisors
Montana
$386K +$27.8K +59 +8%
WSFG
1596
Wall Street Financial Group
Illinois
$385K -$56.6K -120 -13%
BL
1597
Balentine LLC
Georgia
$385K +$78.8K +167 +27%
TWM
1598
TSA Wealth Management
Texas
$383K +$26.9K +57 +8%
RFP
1599
Root Financial Partners
California
$382K +$159K +336 +77%
KFS
1600
Kurt F. Somerville
$382K +$363K +770 New
62 63
64
65 66