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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2251
Capital Advantage
California
$376K – – –
MUS
2252
Mitsubishi UFJ Securities
Japan
$376K – – –
HL
2253
HeadInvest LLC
Maine
$374K -$28.1K -145 -7%
DW
2254
Domani Wealth
Pennsylvania
$374K – – –
MTC
2255
McDaniel Terry & Co
Texas
$374K +$4.07K +21 +1%
AFA
2256
American Financial Advisors
Georgia
$374K +$9.69K +50 +2%
OFS
2257
OneAscent Financial Services
Alabama
$373K -$5.33M -27,515 -94%
I2I
2258
Insight 2811 Inc
Illinois
$373K -$1.36K -7 -0.4%
WA1
2259
Wimmer Associates 1
California
$373K +$14.7K +76 +4%
CWG
2260
Cornerstone Wealth Group
North Carolina
$372K -$45.9K -237 -12%
SFWA
2261
Summit Financial Wealth Advisors
Louisiana
$372K -$5.23K -27 -2%
FCMC
2262
Founders Capital Management (Connecticut)
Connecticut
$372K – – –
AWA
2263
Acorn Wealth Advisors
Michigan
$370K – – –
PAM
2264
Paradigm Asset Management
New York
$369K – – –
AC
2265
AlphaCore Capital
California
$368K +$347K +1,791 New
MW
2266
Marcum Wealth
Ohio
$367K +$347K +1,789 New
NFG
2267
Nations Financial Group
Iowa
$365K +$6.58K +34 +2%
QCM
2268
Quantinno Capital Management
New York
$364K – – –
WCG
2269
Weaver Consulting Group
California
$364K +$6.58K +34 +2%
VDI
2270
Vaughan David Investments
Illinois
$362K -$6.58K -34 -2%
CC
2271
Cornerstone Capital
California
$362K +$5.42K +28 +2%
AFM
2272
Andesa Financial Management
Pennsylvania
$361K -$1.55K -8 -0.5%
LF
2273
LifeSteps Financial
California
$361K +$341K +1,759 New
LSC
2274
Lesa Sroufe & Co
Washington
$359K -$387 -2 -0.1%
MIP
2275
Marietta Investment Partners
Wisconsin
$358K +$10.3K +53 +3%
89 90
91
92 93