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Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1726
Ipswich Investment Management
Massachusetts
$867K -$16.5K -50 -2%
NC
1727
NinePointTwo Capital
California
$861K – – –
LF
1728
Lee Financial
Texas
$860K -$3.95K -12 -0.5%
AWP
1729
Accretive Wealth Partners
New Jersey
$858K +$22.7K +69 +3%
FFS
1730
Founders Financial Securities
Maryland
$858K +$106K +323 +15%
OLVIG
1731
Oliver Lagore Vanvalin Investment Group
Michigan
$855K -$413K -1,254 -34%
CWM
1732
Chesapeake Wealth Management
Virginia
$853K +$181K +550 +29%
GVAG
1733
Great Valley Advisor Group
Delaware
$847K +$6.25K +19 +0.8%
SOS
1734
Silver Oak Securities
Tennessee
$844K +$474K +1,441 +146%
PFG
1735
PAX Financial Group
Texas
$842K -$68.1K -207 -8%
PWM
1736
Penobscot Wealth Management
Maine
$841K +$24.7K +75 +3%
9WM
1737
9258 Wealth Management
Ohio
$841K -$401K -1,218 -33%
CFA
1738
CWS Financial Advisors
Michigan
$840K +$38.8K +118 +5%
MGAM
1739
McGowan Group Asset Management
Texas
$840K +$329 +1 +0%
LAI
1740
Legal Advantage Investments
California
$835K – – –
CCA
1741
Childress Capital Advisors
Texas
$835K +$70.4K +214 +10%
SWP
1742
Semus Wealth Partners
Florida
$834K +$790K +2,399 New
SC
1743
Solstein Capital
California
$833K +$44.4K +135 +6%
PTC
1744
Provident Trust Company
Wisconsin
$831K – – –
TFM
1745
TFC Financial Management
Massachusetts
$829K +$167K +508 +27%
PWA
1746
Providence Wealth Advisors
Illinois
$828K +$8.23K +25 +1%
RSA
1747
River Street Advisors
Illinois
$826K +$782K +2,375 New
DFG
1748
Demars Financial Group
Washington
$826K -$93.5K -284 -11%
FLI
1749
Family Legacy Inc
South Carolina
$823K +$46.7K +142 +7%
SQA
1750
Simon Quick Advisors
New Jersey
$818K +$774K +2,352 New
68 69
70
71 72