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Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
1376
Dynamic Advisor Solutions
Arizona
$1.65M -$607K -1,762 -25%
PP
1377
Pegasus Partners
Wisconsin
$1.65M +$232K +674 +15%
UBG
1378
United Bank (Georgia)
Georgia
$1.65M -$271K -788 -13%
SAM
1379
S.A. Mason
Michigan
$1.64M +$6.89K +20 +0.4%
LA
1380
LVW Advisors
New York
$1.63M -$98.2K -285 -5%
S
1381
SimplyRich
California
$1.63M – – –
IFAM
1382
Institutional & Family Asset Management
Colorado
$1.63M -$19.6K -57 -1%
CHA
1383
Carmichael Hill & Associates
Maryland
$1.63M +$2.41K +7 +0.1%
PR
1384
Payden & Rygel
California
$1.63M +$172K +500 +11%
RWP
1385
Revolve Wealth Partners
New Jersey
$1.62M +$35.1K +102 +2%
OCM
1386
Orleans Capital Management
Louisiana
$1.61M -$17.9K -52 -1%
SFG
1387
Sovereign Financial Group
Connecticut
$1.61M +$4.48K +13 +0.3%
WBC
1388
West Branch Capital
Massachusetts
$1.61M -$2.41K -7 -0.1%
WI
1389
Wedgewood Investors
Pennsylvania
$1.61M – – –
FUBT
1390
First United Bank & Trust
Maryland
$1.6M +$65.4K +190 +4%
PFT
1391
Providence First Trust
Arizona
$1.6M -$13.8K -40 -0.8%
AP
1392
Appleton Partners
Massachusetts
$1.6M -$85.8K -249 -5%
DC
1393
DeDora Capital
California
$1.59M -$79.2K -230 -4%
MMA
1394
Miracle Mile Advisors
California
$1.59M +$42K +122 +2%
NHC
1395
Nicholas Hoffman & Company
Georgia
$1.59M -$40.6K -118 -2%
KFA
1396
Kelleher Financial Advisors
New York
$1.59M +$1.74M +5,047 New
LOAMS
1397
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.59M +$1.74M +5,042 New
SFCL
1398
Strengthening Families & Communities LLC
Massachusetts
$1.59M +$43.7K +127 +3%
FHC
1399
First Heartland Consultants
Missouri
$1.59M +$917K +2,662 +112%
BFA
1400
Beaumont Financial Advisors
Massachusetts
$1.59M -$82.3K -239 -5%
54 55
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57 58