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Name Holding Trade Value Shares
Change 		Change in
Stake
EH
901
Employers Holdings
Nevada
$661K +$649K +18,000 New
SRC
902
Sage Rhino Capital
California
$659K – – –
ACM
903
Allred Capital Management
Texas
$656K -$101K -2,800 -14%
SFG
904
SNS Financial Group
Minnesota
$654K -$305K -8,450 -32%
LSAG
905
Lake Street Advisors Group
New Hampshire
$652K -$23.5K -650 -4%
AFC
906
AFT Forsyth & Company
Florida
$652K – – –
DI
907
DFPG Investments
Utah
$651K -$314K -8,710 -34%
VWA
908
V Wealth Advisors
Kansas
$650K -$16.6K -460 -2%
BP
909
Ballentine Partners
Massachusetts
$649K +$152K +4,220 +31%
WBC
910
West Branch Capital
Massachusetts
$649K +$424K +11,740 +198%
RWA
911
Redhawk Wealth Advisors
Minnesota
$648K -$6.13K -170 -1%
WA
912
WBH Advisory
Maryland
$648K +$2.52K +70 +0.4%
BB
913
Bell Bank
North Dakota
$646K -$7.22K -200 -1%
SVWAG
914
Sound View Wealth Advisors Group
Georgia
$646K +$635K +17,600 New
JWM
915
Jupiter Wealth Management
Colorado
$645K -$1.08K -30 -0.2%
SWA
916
SFMG Wealth Advisors
Texas
$643K -$10.1K -280 -1%
BCA
917
Biltmore Capital Advisors
New Jersey
$639K -$126K -3,500 -17%
AFP
918
Ausdal Financial Partners
Iowa
$637K -$511K -14,160 -42%
NL
919
NWAM LLC
Washington
$637K +$115K +3,180 +22%
SRC
920
Shufro Rose & Co
New York
$637K +$180K +5,000 +40%
NA
921
NewEdge Advisors
Louisiana
$636K -$104K -2,870 -14%
SCM
922
Sterling Capital Management
North Carolina
$635K – – –
CAC
923
Certified Advisory Corp
Florida
$633K – – –
CPA
924
Clear Perspective Advisors
Illinois
$630K -$361 -10 -0.1%
FFG
925
Frisch Financial Group
New York
$628K -$9.74K -270 -2%
35 36
37
38 39