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Name Holding Trade Value Shares
Change 		Change in
Stake
CL
3976
COWA LLC
Oklahoma
$926K – – –
SPWG
3977
Sage Private Wealth Group
Illinois
$923K -$13.9K -58 -1%
RFG
3978
Range Financial Group
Oregon
$923K -$11.5K -48 -1%
RWRC
3979
R.W. Roge & Company
New York
$922K – – –
SIA
3980
Sage Investment Advisers
New York
$919K +$97.4K +406 +12%
SRG
3981
SBB Research Group
Illinois
$917K +$2.16K +9 +0.2%
SWM
3982
SFG Wealth Management
Maryland
$916K -$96.7K -403 -10%
ACP
3983
Arcus Capital Partners
Georgia
$916K -$635K -2,644 -41%
RCI
3984
RS Crum Inc
California
$914K -$41.3K -172 -4%
WCM
3985
Windsor Capital Management
Arizona
$913K -$11.5K -48 -1%
VNB
3986
Virginia National Bank
Virginia
$907K -$31.7K -132 -3%
FA
3987
Faithward Advisors
Pennsylvania
$907K +$161K +672 +22%
WFAG
3988
Wescott Financial Advisory Group
Pennsylvania
$907K +$165K +688 +22%
ACA
3989
Ackerman Capital Advisors
Texas
$906K -$12K -50 -1%
CCP
3990
Cassia Capital Partners
North Carolina
$904K +$468K +1,950 +107%
BWA
3991
Beam Wealth Advisors
Louisiana
$904K +$1.92K +8 +0.2%
APP
3992
Alpha Paradigm Partners
Illinois
$904K +$666K +2,776 +280%
NFP
3993
NorthLanding Financial Partners
New York
$902K -$62.6K -261 -6%
FWA
3994
FSC Wealth Advisors
New York
$901K +$148K +616 +20%
NCG
3995
Newport Capital Group
New Jersey
$900K -$933K -3,888 -51%
SPA
3996
Sentinel Pension Advisors
Massachusetts
$898K +$9.36K +39 +1%
OLVIG
3997
Oliver Lagore Vanvalin Investment Group
Michigan
$898K -$224K -935 -20%
GWM
3998
Greenhouse Wealth Management
Connecticut
$894K -$48.5K -202 -5%
PWC
3999
PYA Waltman Capital
Tennessee
$894K – – –
SGC
4000
Slocum, Gordon & Co
Rhode Island
$882K +$883K +3,679 New
158 159
160
161 162