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Name Holding Trade Value Shares
Change 		Change in
Stake
HMS
1701
Hanseatic Management Services
New Mexico
$709K +$32.1K +480 +5%
SOS
1702
Silver Oak Securities
Tennessee
$709K -$39.5K -590 -5%
SGI
1703
Summit Global Investments
Utah
$709K +$173K +2,590 +35%
RZH
1704
Relyea Zuckerberg Hanson
Connecticut
$709K +$17.4K +260 +3%
WAM
1705
Worth Asset Management
Texas
$707K +$405K +6,050 +154%
MTIM
1706
Marathon Trading Investment Management
Pennsylvania
$702K -$179K -2,680 -21%
PCM
1707
Parsons Capital Management
Rhode Island
$701K – – –
AA
1708
Aire Advisors
California
$699K +$372K +5,560 +129%
FCG
1709
Fielder Capital Group
Tennessee
$699K +$21.4K +320 +3%
LEA
1710
Legacy Edge Advisors
New York
$699K +$132K +1,980 +25%
VAG
1711
VisionPoint Advisory Group
Texas
$697K +$6.69K +100 +1%
FPGK
1712
Financial Partners Group (Kansas)
Kansas
$697K +$16.7K +250 +3%
WTC
1713
WhitTier Trust Company
Nevada
$694K +$50.2K +750 +8%
KCPG
1714
Kavar Capital Partners Group
Kansas
$693K – – –
OWA
1715
Opal Wealth Advisors
New York
$693K +$2.01K +30 +0.3%
CFG
1716
Carr Financial Group
Massachusetts
$692K -$150K -2,240 -19%
NPF
1717
Norris Perne & French
Michigan
$692K – – –
HA
1718
Herold Advisors
New York
$689K – – –
BBW
1719
Blue Barn Wealth
Utah
$689K +$2.01K +30 +0.3%
WI
1720
WBI Investments
New Jersey
$689K -$1.48M -22,110 -69%
PPWM
1721
PFG Private Wealth Management
Florida
$688K -$4.01K -60 -0.6%
CP
1722
Canopy Partners
Ohio
$687K +$14K +210 +2%
MAG
1723
MRA Advisory Group
New Jersey
$684K -$60.9K -910 -9%
WA
1724
Wealthstream Advisors
New York
$681K -$6.02K -90 -0.9%
PPWM
1725
Paragon Private Wealth Management
Kentucky
$681K +$39.5K +590 +7%
67 68
69
70 71