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Name Holding Trade Value Shares
Change 		Change in
Stake
KBG
5426
Kahn Brothers Group
New York
$809K +$30.8K +76 +4%
FA
5427
Fortis Advisors
Pennsylvania
$808K -$59.5K -147 -6%
TDC
5428
Thompson Davis & Co
Virginia
$805K +$141K +349 +19%
OWA
5429
Oak Wealth Advisors
Illinois
$804K +$38K +94 +5%
LP
5430
LGL Partners
Pennsylvania
$803K +$204K +505 +31%
HOWA
5431
Heritage Oak Wealth Advisors
Florida
$803K +$49K +121 +6%
AWM
5432
Austin Wealth Management
Texas
$799K -$455K -1,125 -36%
CFG
5433
Compton Financial Group
Maryland
$796K – – –
PJWM
5434
Philip James Wealth Mangement
Georgia
$795K -$225K -555 -21%
BCA
5435
Bayshore Capital Advisors
Florida
$794K – – –
NA
5436
Note Advisors
New York
$793K -$139K -343 -14%
ZS
5437
Zenith Solutions
Pennsylvania
$792K +$859K +2,124 New
WFPG
5438
Waller Financial Planning Group
Ohio
$792K +$130K +321 +18%
CLIP
5439
Colter Lewis Investment Partners
Connecticut
$789K -$1.87M -4,613 -69%
GWM
5440
GoalFusion Wealth Management
Texas
$789K +$98.7K +244 +13%
FWMP
5441
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$786K +$421K +1,040 +97%
MWM
5442
Maltin Wealth Management
New Jersey
$786K +$480K +1,186 +129%
SAG
5443
Sentinel Advisory Group
Wisconsin
$786K +$6.88K +17 +0.8%
KF
5444
Kelsey Financial
California
$786K -$11.3K -28 -1%
ECM
5445
EMC Capital Management
Texas
$782K +$792K +1,958 New
WP
5446
Walleye Partners
Wisconsin
$780K +$24.7K +61 +3%
DI
5447
DDFG Inc
California
$780K +$5.26K +13 +0.6%
LWM
5448
Lighthouse Wealth Management
Ohio
$779K -$51K -126 -6%
WMWM
5449
Wilkins Miller Wealth Management
Alabama
$779K -$99.5K -246 -11%
AAS
5450
Asset Allocation Strategies
Michigan
$778K +$164K +405 +24%
216 217
218
219 220