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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
3576
Montis Financial
Massachusetts
$972K +$223K +300 +29%
RE
3577
Rydar Equities
Texas
$971K -$44.7K -60 -4%
SFI
3578
SPC Financial Inc
Maryland
$971K +$31.3K +42 +3%
PAM
3579
PCG Asset Management
New Jersey
$968K -$14.9K -20 -1%
VPF
3580
Vantage Point Financial
Illinois
$965K +$23.8K +32 +2%
KFI
3581
Key Financial Inc
Pennsylvania
$965K +$135K +181 +16%
TDC
3582
Thompson Davis & Co
Virginia
$963K +$17.1K +23 +2%
DP
3583
Dearborn Partners
Illinois
$962K +$149K +200 +18%
AW
3584
Avion Wealth
Texas
$960K +$69.2K +93 +8%
SFS
3585
Symphony Financial Services
Ohio
$959K +$7.44K +10 +0.8%
WAG
3586
Windsor Advisory Group
Ohio
$958K +$971K +1,305 New
FWTB
3587
First Western Trust Bank
Colorado
$958K -$75.9K -102 -7%
CFSG
3588
Clark Financial Services Group
Missouri
$956K +$87.8K +118 +10%
MTC
3589
McDaniel Terry & Co
Texas
$955K +$5.95K +8 +0.6%
ICM
3590
Ionic Capital Management
New York
$955K -$484K -650 -33%
KDA
3591
Kraft Davis & Associates
Missouri
$955K +$8.19K +11 +0.8%
TW
3592
Towerpoint Wealth
California
$954K +$405K +544 +72%
OFA
3593
Oak Family Advisors
Illinois
$954K -$17.9K -24 -2%
PWP
3594
Precedent Wealth Partners
Texas
$953K +$74.4K +100 +8%
DAM
3595
Doheny Asset Management
California
$952K – – –
CGF
3596
Constant Guidance Financial
Massachusetts
$950K -$445K -598 -32%
IF
3597
Integrity Financial
Wyoming
$950K +$40.2K +54 +4%
KA
3598
KDT Advisors
New York
$948K +$21.6K +29 +2%
LCC
3599
Lincoln Capital Corp
Rhode Island
$948K -$29.8K -40 -3%
CAG
3600
Centerpoint Advisory Group
Kansas
$947K +$20.8K +28 +2%
142 143
144
145 146