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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1751
NinePointTwo Capital
California
$955K – – –
SWP
1752
Semus Wealth Partners
Florida
$949K +$57.8K +154 +7%
EWM
1753
EPG Wealth Management
Georgia
$947K +$97.6K +260 +12%
TFM
1754
TFC Financial Management
Massachusetts
$945K +$2.63K +7 +0.3%
LAI
1755
Legal Advantage Investments
California
$944K – – –
SOAMC
1756
Spirit of America Management Corp
New York
$944K – – –
CPA
1757
Capital Planning Advisors
California
$942K +$242K +646 +37%
WAG
1758
Winthrop Advisory Group
Massachusetts
$940K +$60K +160 +7%
9WM
1759
9258 Wealth Management
Ohio
$939K -$11.6K -31 -1%
RSA
1760
River Street Advisors
Illinois
$939K -$7.13K -19 -0.8%
PTC
1761
Provident Trust Company
Wisconsin
$936K -$3.75K -10 -0.4%
OLVIG
1762
Oliver Lagore Vanvalin Investment Group
Michigan
$936K +$30.8K +82 +4%
JHCP
1763
Jackson Hole Capital Partners
Oklahoma
$936K – – –
PA
1764
Paragon Advisors
Texas
$934K -$445K -1,186 -33%
AP
1765
Arlington Partners
Alabama
$934K +$635K +1,692 +248%
CWP
1766
Concord Wealth Partners
Virginia
$931K +$230K +612 +35%
FWTB
1767
First Western Trust Bank
Colorado
$929K +$18K +48 +2%
ZIG
1768
Zuckerman Investment Group
Illinois
$927K +$220K +587 +33%
WCM
1769
Wallace Capital Management
Texas
$924K +$469K +1,250 +114%
RB
1770
Renasant Bank
Mississippi
$923K +$505K +1,345 +134%
FANJ
1771
Financial Architects (New Jersey)
New Jersey
$918K +$53.7K +143 +7%
GDP
1772
Great Diamond Partners
Maine
$915K +$23.3K +62 +3%
BWM
1773
BerganKDV Wealth Management
Minnesota
$912K -$30K -80 -3%
PWMG
1774
Prestige Wealth Management Group
New Jersey
$912K +$25.5K +68 +3%
EAM
1775
Evanson Asset Management
California
$908K – – –
69 70
71
72 73