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Name Holding Trade Value Shares
Change 		Change in
Stake
ER
2051
Enlightenment Research
Florida
$570K -$671K -4,140 -50%
DA
2052
Denali Advisors
California
$570K +$389K +2,400 +133%
CWS
2053
Cypress Wealth Services
California
$569K -$194K -1,199 -22%
MIM
2054
Merrion Investment Management
New Jersey
$569K – – –
NWA
2055
New World Advisors
Massachusetts
$567K +$154K +953 +30%
CCG
2056
Cypress Capital Group
Florida
$567K +$677K +4,179 New
FBT
2057
First Bank & Trust
South Dakota
$565K +$10.5K +65 +2%
EFG
2058
Everhart Financial Group
Ohio
$564K +$296K +1,827 +78%
CMANY
2059
Capital Management Associates (New York)
New York
$563K -$561K -3,464 -46%
OFG
2060
OmniStar Financial Group
North Carolina
$563K +$189K +1,167 +39%
JF
2061
Joule Financial
Kentucky
$562K +$74.2K +458 +12%
RDWM
2062
Red Door Wealth Management
Tennessee
$560K -$31.4K -194 -4%
AS
2063
Akuna Securities
Illinois
$560K +$669K +4,128 New
KCIA
2064
Kingsbury Capital Investment Advisors
Illinois
$558K – – –
LFM
2065
Lumina Fund Management
New York
$556K – – –
SWP
2066
Strategic Wealth Partners
Ohio
$556K +$6.48K +40 +1%
TWM
2067
Thrive Wealth Management
Pennsylvania
$555K +$91.3K +563 +16%
VWA
2068
V Wealth Advisors
Kansas
$554K -$646K -3,986 -49%
AFC
2069
AFT Forsyth & Company
Florida
$553K -$46.2K -285 -7%
GC
2070
Gould Capital
Washington
$553K -$162 -1 -0%
NFG
2071
Nadler Financial Group
Illinois
$552K -$8.1K -50 -1%
BBNA
2072
Bremer Bank National Association
Minnesota
$551K -$306K -1,887 -32%
APG
2073
Abacus Planning Group
South Carolina
$551K -$137K -843 -17%
EPA
2074
Element Pointe Advisors
Florida
$551K -$16K -99 -2%
VC
2075
Veracity Capital
Georgia
$550K -$32.1K -198 -5%
81 82
83
84 85