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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1676
Capital Asset Advisory Services
Michigan
$390K -$7.47K -40 -2%
LA
1677
Lifeworks Advisors
Michigan
$389K +$395K +2,115 New
UCB
1678
United Community Bank
South Carolina
$387K +$29.9K +160 +8%
FM
1679
Family Management
New York
$387K +$51.4K +275 +15%
VAG
1680
VisionPoint Advisory Group
Texas
$382K -$1.06M -5,685 -73%
AFPL
1681
Advus Financial Partners, LLC
Florida
$381K -$43K -230 -10%
IBOK
1682
Independence Bank of Kentucky
Kentucky
$380K – – –
RPWA
1683
Regent Peak Wealth Advisors
Georgia
$379K +$385K +2,060 New
CAI
1684
Capital Advisors Inc
Oklahoma
$376K -$329K -1,760 -46%
CWG
1685
Crown Wealth Group
North Carolina
$376K +$7.47K +40 +2%
RE
1686
Rydar Equities
Texas
$376K +$110K +590 +40%
SFG
1687
Sunburst Financial Group
Alabama
$374K +$161K +860 +74%
FBFS
1688
First Business Financial Services
Wisconsin
$371K – – –
SCA
1689
Sandy Cove Advisors
Massachusetts
$370K -$4.67K -25 -1%
PIA
1690
Powell Investment Advisors
Florida
$369K – – –
BFG
1691
Birch Financial Group
New Hampshire
$369K -$25.2K -135 -6%
NBWM
1692
North Berkeley Wealth Management
California
$368K – – –
WHCI
1693
W.H. Cornerstone Investments
Massachusetts
$368K – – –
FWA
1694
FSM Wealth Advisors
Ohio
$366K +$80.3K +430 +28%
RCM
1695
Requisite Capital Management
Texas
$365K +$371K +1,985 New
GGA
1696
Granite Group Advisors
Connecticut
$363K +$5.6K +30 +2%
DW30
1697
Drucker Wealth 3.0
New Jersey
$361K +$53.2K +285 +17%
HBW
1698
Hazlett, Burt & Watson
West Virginia
$361K +$122K +655 +50%
MWM
1699
Modern Wealth Management
Kansas
$359K -$26.1K -140 -7%
CIM
1700
Cambria Investment Management
California
$359K +$364K +1,950 New
66 67
68
69 70