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Name Holding Trade Value Shares
Change 		Change in
Stake
I
1726
INVST
Indiana
$868K -$2.3K -7 -0.3%
IIM
1727
Ipswich Investment Management
Massachusetts
$867K -$16.5K -50 -2%
NC
1728
NinePointTwo Capital
California
$861K – – –
LF
1729
Lee Financial
Texas
$860K -$3.95K -12 -0.5%
AWP
1730
Accretive Wealth Partners
New Jersey
$858K +$22.7K +69 +3%
FFS
1731
Founders Financial Securities
Maryland
$858K +$106K +323 +15%
OLVIG
1732
Oliver Lagore Vanvalin Investment Group
Michigan
$855K -$413K -1,254 -34%
CWM
1733
Chesapeake Wealth Management
Virginia
$853K +$181K +550 +29%
GVAG
1734
Great Valley Advisor Group
Delaware
$847K +$6.25K +19 +0.8%
SOS
1735
Silver Oak Securities
Tennessee
$844K +$474K +1,441 +146%
PFG
1736
PAX Financial Group
Texas
$842K -$68.1K -207 -8%
PWM
1737
Penobscot Wealth Management
Maine
$841K +$24.7K +75 +3%
9WM
1738
9258 Wealth Management
Ohio
$841K -$401K -1,218 -33%
CFA
1739
CWS Financial Advisors
Michigan
$840K +$38.8K +118 +5%
MGAM
1740
McGowan Group Asset Management
Texas
$840K +$329 +1 +0%
LAI
1741
Legal Advantage Investments
California
$835K – – –
CCA
1742
Childress Capital Advisors
Texas
$835K +$70.4K +214 +10%
SWP
1743
Semus Wealth Partners
Florida
$834K +$790K +2,399 New
SC
1744
Solstein Capital
California
$833K +$44.4K +135 +6%
PTC
1745
Provident Trust Company
Wisconsin
$831K – – –
TFM
1746
TFC Financial Management
Massachusetts
$829K +$167K +508 +27%
PWA
1747
Providence Wealth Advisors
Illinois
$828K +$8.23K +25 +1%
RSA
1748
River Street Advisors
Illinois
$826K +$782K +2,375 New
DFG
1749
Demars Financial Group
Washington
$826K -$93.5K -284 -11%
FLI
1750
Family Legacy Inc
South Carolina
$823K +$46.7K +142 +7%
68 69
70
71 72