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Name Holding Trade Value Shares
Change 		Change in
Stake
FEG
2251
Financial Enhancement Group
Indiana
$215K – – –
PD
2252
Planning Directions
Pennsylvania
$215K – – –
SIA
2253
Soltis Investment Advisors
Utah
$214K -$31.6K -87 -12%
RI
2254
Ridgewood Investments
New Jersey
$214K – – –
FA
2255
Fountainhead AM
New Jersey
$212K -$4.36K -12 -2%
PWMG
2256
Prestige Wealth Management Group
New Jersey
$212K – – –
RPCA
2257
Running Point Capital Advisors
California
$212K +$4.36K +12 +2%
LWM
2258
Liberty Wealth Management
California
$212K +$104K +286 +90%
SIGI
2259
Susquehanna International Group (Ireland)
Ireland
$211K -$1.46K -4 -0.7%
AWA
2260
AmeriServ Wealth Advisors
Pennsylvania
$209K – – –
HCM
2261
Heathbridge Capital Management
Ontario, Canada
$209K – – –
SP
2262
Successful Portfolios
Florida
$209K – – –
KPWG
2263
KFA Private Wealth Group
Virginia
$209K +$364 +1 +0.2%
IA
2264
IFG Advisory
Georgia
$209K +$14.2K +39 +7%
LWP
2265
Legacy Wealth Planning
Nevada
$208K -$3.64K -10 -2%
1WM
2266
1900 Wealth Management
Texas
$208K – – –
CA
2267
Crewe Advisors
Utah
$207K – – –
FA
2268
Fermata Advisors
California
$205K -$364 -1 -0.2%
BDF
2269
Black Diamond Financial
Maryland
$205K – – –
RCM
2270
RNC Capital Management
California
$204K +$14.5K +40 +7%
HR
2271
Hayden Royal
North Carolina
$203K -$199K -548 -48%
ACG
2272
Allen Capital Group
Nebraska
$203K -$51.3K -141 -19%
CPIA
2273
Cornell Pochily Investment Advisors
New York
$203K – – –
W
2274
Wealthquest
Ohio
$202K -$3.64K -10 -2%
XF
2275
XML Financial
Maryland
$201K +$210K +577 New
89 90
91
92 93