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Name Holding Trade Value Shares
Change 		Change in
Stake
PRS
3101
Pinkerton Retirement Specialists
Idaho
$415K -$327K -1,003 -46%
CCM
3102
Crew Capital Management
Ohio
$414K -$60.9K -187 -14%
BWG
3103
Berry Wealth Group
Texas
$414K +$381K +1,170 New
SWM
3104
Segment Wealth Management
Texas
$414K +$14.3K +44 +4%
TC
3105
Truvestments Capital
Florida
$413K -$14K -43 -4%
PG
3106
Prostatis Group
Maryland
$412K +$28.3K +87 +8%
GFG
3107
Greystone Financial Group
Michigan
$412K +$10.7K +33 +3%
NWM
3108
Northwest Wealth Management
Iowa
$411K +$9.12K +28 +2%
KCIC
3109
Kuhn & Co Investment Counsel
Illinois
$410K +$377K +1,159 New
CF
3110
Clarity Financial
Texas
$410K +$377K +1,157 New
TWA
3111
Talisman Wealth Advisors
New Jersey
$409K +$5.54K +17 +1%
BBNA
3112
Bremer Bank National Association
Minnesota
$409K -$93.5K -287 -20%
RPGK
3113
Retirement Planning Group (Kansas)
Kansas
$408K +$14.3K +44 +4%
WC
3114
Winmill & Co
New Hampshire
$407K – – –
BBA
3115
Braun-Bostich & Associates
Pennsylvania
$407K +$374K +1,149 New
SPP
3116
Single Point Partners
Massachusetts
$406K +$10.7K +33 +3%
GS
3117
Gagnon Securities
New York
$405K -$21.8K -67 -6%
FC
3118
FCA Corp
Texas
$405K -$9.12K -28 -2%
VAF
3119
Values Added Financial
District of Columbia
$405K +$7.49K +23 +2%
SCM
3120
Sage Capital Management
New Jersey
$404K +$372K +1,141 New
FG
3121
Fairman Group
Pennsylvania
$403K +$371K +1,139 New
C
3122
Covestor
United Kingdom
$403K -$145K -444 -28%
TFGT
3123
TS Financial Group (TSFG)
Illinois
$403K -$7.16K -22 -2%
BFAG
3124
Blackston Financial Advisory Group
Florida
$402K -$1.95K -6 -0.5%
TFA
3125
Trinity Financial Advisors
Ohio
$402K -$1.63K -5 -0.4%
123 124
125
126 127