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Name Holding Trade Value Shares
Change 		Change in
Stake
XSC
1501
X-Square Capital
Puerto Rico
$605K – – –
APP
1502
Avantax Planning Partners
Iowa
$603K -$36.3K -353 -5%
PAM
1503
Peak Asset Management
Colorado
$603K -$48.1K -468 -7%
WHC
1504
Wulff, Hansen & Co
California
$603K -$24.2K -235 -4%
MIA
1505
MainStreet Investment Advisors
Illinois
$603K +$22.5K +219 +4%
WI
1506
Wintrust Investments
Illinois
$603K -$58.4K -568 -8%
JDR
1507
Jay D. Rosenbaum
$600K +$10.5K +102 +2%
ME
1508
McIlrath & Eck
Washington
$599K – – –
PPC
1509
Park Place Capital
Alabama
$598K -$94.9K -923 -13%
T
1510
TRUADVICE
Florida
$597K +$578K +5,624 New
GL
1511
Graypoint LLC
New York
$595K +$20.7K +201 +3%
SL
1512
Salomon & Ludwin
Virginia
$594K +$8.64K +84 +1%
DFG
1513
Delta Financial Group
New Jersey
$593K +$638K +6,198 New
SGCA
1514
Steel Grove Capital Advisors
Tennessee
$593K +$3.6K +35 +0.6%
BWM
1515
Biltmore Wealth Management
Arizona
$592K +$2.06K +20 +0.3%
CCWM
1516
Cassaday & Co Wealth Management
Virginia
$592K -$153K -1,484 -19%
LOPW
1517
Live Oak Private Wealth
North Carolina
$592K -$617 -6 -0.1%
FMLI
1518
Fukoku Mutual Life Insurance
Japan
$591K – – –
AWA
1519
Arete Wealth Advisors
Illinois
$591K -$468K -4,549 -42%
BEI
1520
Benjamin Edwards Inc
Missouri
$589K +$64.4K +626 +11%
SCP
1521
Sender Company & Partners
New York
$587K +$632K +6,140 New
AF
1522
Allworth Financial
California
$586K +$74K +719 +13%
GA
1523
Gateway Advisory
New Jersey
$583K +$627K +6,092 New
AIC
1524
Archer Investment Corporation
Indiana
$580K +$5.14K +50 +0.8%
PCS
1525
Personal CFO Solutions
New Jersey
$579K – – –
59 60
61
62 63