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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1551
Insight Advisors
Pennsylvania
$324K -$60.1K -470 -20%
SG
1552
Stanich Group
New York
$323K – – –
DFG
1553
Demars Financial Group
Washington
$323K +$247K +1,930 New
CWS
1554
Cypress Wealth Services
California
$322K +$6.65K +52 +3%
IF
1555
Intrua Financial
Texas
$322K +$246K +1,922 New
EGA
1556
E&G Advisors
Texas
$321K +$896 +7 +0.4%
UBG
1557
United Bank (Georgia)
Georgia
$320K – – –
EA
1558
Everpar Advisors
Oklahoma
$320K +$245K +1,914 New
TC
1559
Trilogy Capital
California
$318K +$14.7K +115 +6%
RBFC
1560
Roman Butler Fullerton & Co
Missouri
$318K +$180K +1,404 New
AIM
1561
Alhambra Investment Management
Florida
$318K +$243K +1,899 New
VDI
1562
Vaughan David Investments
Illinois
$317K -$14.6K -114 -6%
PWP
1563
Phillips Wealth Planners
Mississippi
$316K -$240K -1,875 -53%
KA
1564
Klingman & Associates
New York
$316K +$241K +1,887 New
DMBA
1565
Deseret Mutual Benefit Administrators
Utah
$316K -$2.05K -16 -0.8%
HFS
1566
Howard Financial Services
Texas
$315K +$256 +2 +0.1%
HA
1567
Herold Advisors
New York
$314K -$480K -3,750 -67%
CG
1568
Corundum Group
Colorado
$314K -$384 -3 -0.2%
TTWM
1569
TCV Trust & Wealth Management
Virginia
$314K – – –
CP
1570
Canopy Partners
Ohio
$313K +$239K +1,870 New
WAAG
1571
Wealth Alliance Advisory Group
Kansas
$313K +$2.56K +20 +1%
PMG
1572
Private Management Group
California
$312K +$14.7K +115 +7%
LA
1573
Latitude Advisors
Florida
$312K +$238K +1,857 New
LCWP
1574
Legacy Capital Wealth Partners
Arkansas
$312K +$256 +2 +0.1%
CFCI
1575
Comprehensive Financial Consultants Institutional
Indiana
$312K +$26.9K +210 +13%
61 62
63
64 65