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Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
2151
McDaniel Terry & Co
Texas
$484K – – –
NFP
2152
Narus Financial Partners
Utah
$482K +$45.4K +280 +9%
BS
2153
Boenning & Scattergood
Pennsylvania
$482K -$49.9K -308 -8%
ISWM
2154
Independent Solutions Wealth Management
New York
$481K -$7.46K -46 -1%
CAN
2155
Claraphi Advisory Network
United States
$480K -$862K -5,316 -60%
SG
2156
Stonnington Group
California
$477K +$4.05K +25 +0.7%
PC
2157
Pecaut & Co
Iowa
$476K -$4.05K -25 -0.7%
FWM
2158
Fortress Wealth Management
California
$476K +$568K +3,507 New
MCP
2159
Mirador Capital Partners
California
$475K -$103K -635 -15%
BFIC
2160
Bedell Frazier Investment Counselling
California
$474K +$566K +3,491 New
SGA
2161
Seaport Global Advisors
Massachusetts
$473K -$54.1K -334 -9%
SB
2162
Sunflower Bank
Texas
$470K +$17.5K +108 +3%
FTA
2163
Financial & Tax Architects
Missouri
$469K -$30.5K -188 -5%
PSC
2164
Prentiss Smith & Co
Vermont
$469K – – –
WSC
2165
Wellington Shields & Co
New York
$469K +$64.8K +400 +13%
DWM
2166
Doyle Wealth Management
Florida
$467K -$324 -2 -0.1%
TTWM
2167
TCV Trust & Wealth Management
Virginia
$466K -$34.2K -211 -6%
RPWA
2168
Regent Peak Wealth Advisors
Georgia
$466K -$25K -154 -4%
AFA
2169
American Financial Advisors
Georgia
$466K +$556K +3,431 New
JC
2170
JB Capital
Connecticut
$465K -$325K -2,007 -37%
SMA
2171
Sage Mountain Advisors
Georgia
$464K -$142K -876 -20%
SFP
2172
Sandbox Financial Partners
Maryland
$464K -$105K -645 -16%
AIP
2173
Ahrens Investment Partners
Louisiana
$464K -$162 -1 -0%
SWA
2174
SOA Wealth Advisors
New York
$463K +$16K +99 +3%
AC
2175
Aristides Capital
Kentucky
$461K – – –
85 86
87
88 89