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Name Holding Trade Value Shares
Change 		Change in
Stake
VV
3751
Verity & Verity
South Carolina
$794K +$46.9K +63 +6%
IG
3752
IFS Group
Pennsylvania
$793K +$823K +1,106 New
SFG
3753
Sterling Financial Group
California
$792K -$43.9K -59 -5%
DAC
3754
Dividend Assets Capital
South Carolina
$791K – – –
DWM
3755
Defined Wealth Management
Oregon
$789K +$114K +153 +17%
RCA
3756
Runnymede Capital Advisors
Ohio
$787K +$50.6K +68 +7%
EW
3757
Enzi Wealth
Texas
$785K +$12.7K +17 +2%
SO
3758
Sierra Ocean
California
$784K -$55.8K -75 -7%
WOC
3759
West Oak Capital
California
$784K -$339K -455 -30%
RCI
3760
RS Crum Inc
California
$783K +$3.72K +5 +0.5%
GSIS
3761
Global Strategic Investment Solutions
Arizona
$782K -$44.7K -60 -5%
MAM
3762
Mainsail Asset Management
Alabama
$782K +$217K +291 +38%
SP
3763
Successful Portfolios
Florida
$780K -$144K -193 -15%
BW
3764
Basepoint Wealth
Iowa
$780K -$51.4K -69 -6%
AWM
3765
Accel Wealth Management
Iowa
$780K +$200K +269 +34%
LAS
3766
Lloyd Advisory Services
Georgia
$777K +$101K +136 +15%
S
3767
SimplyRich
California
$777K – – –
GCP
3768
Gill Capital Partners
Colorado
$774K +$37.2K +50 +5%
AAM
3769
Austin Asset Management
Texas
$774K – – –
RWM
3770
Rialto Wealth Management
New York
$772K +$8.19K +11 +1%
DSCM
3771
Del-Sette Capital Management
New York
$772K – – –
PA
3772
Persium Advisors
Georgia
$772K -$29K -39 -4%
GCM
3773
Gibraltar Capital Management
Oklahoma
$770K -$294K -395 -27%
PBF
3774
Petix & Botte Financial
California
$770K – – –
HBWM
3775
Hollow Brook Wealth Management
New York
$770K +$223K +300 +40%
149 150
151
152 153