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Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
3751
Morris Financial Concepts
South Carolina
$795K – – –
VV
3752
Verity & Verity
South Carolina
$794K +$46.9K +63 +6%
IG
3753
IFS Group
Pennsylvania
$793K +$823K +1,106 New
SFG
3754
Sterling Financial Group
California
$792K -$43.9K -59 -5%
DAC
3755
Dividend Assets Capital
South Carolina
$791K – – –
DWM
3756
Defined Wealth Management
Oregon
$789K +$114K +153 +17%
RCA
3757
Runnymede Capital Advisors
Ohio
$787K +$50.6K +68 +7%
EW
3758
Enzi Wealth
Texas
$785K +$12.7K +17 +2%
SO
3759
Sierra Ocean
California
$784K -$55.8K -75 -7%
WOC
3760
West Oak Capital
California
$784K -$339K -455 -30%
RCI
3761
RS Crum Inc
California
$783K +$3.72K +5 +0.5%
GSIS
3762
Global Strategic Investment Solutions
Arizona
$782K -$44.7K -60 -5%
MAM
3763
Mainsail Asset Management
Alabama
$782K +$217K +291 +38%
SP
3764
Successful Portfolios
Florida
$780K -$144K -193 -15%
BW
3765
Basepoint Wealth
Iowa
$780K -$51.4K -69 -6%
AWM
3766
Accel Wealth Management
Iowa
$780K +$200K +269 +34%
LAS
3767
Lloyd Advisory Services
Georgia
$777K +$101K +136 +15%
S
3768
SimplyRich
California
$777K – – –
GCP
3769
Gill Capital Partners
Colorado
$774K +$37.2K +50 +5%
AAM
3770
Austin Asset Management
Texas
$774K – – –
RWM
3771
Rialto Wealth Management
New York
$772K +$8.19K +11 +1%
DSCM
3772
Del-Sette Capital Management
New York
$772K – – –
PA
3773
Persium Advisors
Georgia
$772K -$29K -39 -4%
GCM
3774
Gibraltar Capital Management
Oklahoma
$770K -$294K -395 -27%
PBF
3775
Petix & Botte Financial
California
$770K – – –
149 150
151
152 153