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Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
976
Triad Wealth Partners
Kansas
$210K +$162K +742 New
BWP
977
BSW Wealth Partners
Colorado
$210K +$187K +855 New
MPWS
978
McCarter Private Wealth Services
Massachusetts
$209K +$186K +852 New
GCIG
979
Grand Central Investment Group
Florida
$208K -$54.7K -250 -23%
AGA
980
Arkos Global Advisors
Texas
$208K +$186K +849 New
EP
981
EPIQ Partners
Minnesota
$208K +$185K +847 New
SEIA
982
Signature Estate & Investment Advisors
California
$205K +$183K +838 New
LFAS
983
Level Four Advisory Services
Texas
$205K +$183K +835 New
BIG
984
Brookwood Investment Group
Arizona
$205K +$182K +834 New
FBB
985
Fulton Breakefield Broenniman
Maryland
$204K +$182K +830 New
FCM
986
Fortis Capital Management
Washington
$203K +$181K +826 New
MA
987
MJP Associates
Connecticut
$202K +$180K +825 New
CFD
988
Creative Financial Designs
Indiana
$202K +$10.9K +50 +6%
DBRC
989
D.B. Root & Company
Pennsylvania
$202K +$180K +824 New
RIG
990
RiverFront Investment Group
Virginia
$201K +$180K +821 New
RCM
991
Radnor Capital Management
Pennsylvania
$201K +$179K +820 New
ZBNA
992
Zions Bancorporation, National Association
Utah
$200K +$80.1K +366 +81%
AF
993
Advisornet Financial
Minnesota
$189K +$115K +527 +216%
EP
994
Essential Partners
California
$182K +$74.2K +339 +84%
QCG
995
Quadrant Capital Group
Ohio
$171K +$3.5K +16 +2%
FCAS
996
First Command Advisory Services
Texas
$168K +$120K +548 +403%
TFA
997
Transamerica Financial Advisors
Florida
$166K +$15.5K +71 +12%
FLP
998
Financial Life Planners
Arizona
$164K – – –
TGY2IT
999
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
$164K -$387K -1,770 -73%
MWM
1000
Mosley Wealth Management
California
$154K -$322K -1,473 -70%
38 39
40
41 42