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Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
3476
JCIC Asset Management
Ontario, Canada
$797K +$39.9K +550 +7%
MWA
3477
MFA Wealth Advisors
Pennsylvania
$796K +$31.2K +430 +5%
OP
3478
ORG Partners
Indiana
$795K -$5.44M -75,110 -90%
OPTFSNA
3479
Old Point Trust & Financial Services N A
Virginia
$795K +$90.6K +1,250 +17%
ODG
3480
O'Dell Group
Ohio
$795K +$204K +2,820 +47%
FPF
3481
First Pacific Financial
Washington
$794K +$290K +4,000 +84%
SHF
3482
Stage Harbor Financial
Massachusetts
$792K -$126K -1,740 -17%
RAG
3483
RIA Advisory Group
Iowa
$792K +$636K +8,770 New
DAC
3484
Dividend Assets Capital
South Carolina
$792K +$99.3K +1,370 +19%
WA
3485
WESPAC Advisors
California
$792K +$134K +1,850 +27%
GWM
3486
GDS Wealth Management
Texas
$791K +$299K +4,120 +89%
TLCM
3487
Twin Lakes Capital Management
California
$789K – – –
NG
3488
Northstar Group
New York
$789K +$16.7K +230 +3%
ST
3489
Somerset Trust
Pennsylvania
$789K -$23.2K -320 -4%
W
3490
WPWealth
Texas
$787K +$631K +8,710 New
PPWM
3491
PFG Private Wealth Management
Florida
$783K -$142K -1,960 -18%
HCM
3492
Highlander Capital Management
New Jersey
$782K -$72.5K -1,000 -10%
SCP
3493
Sender Company & Partners
New York
$779K -$5.58M -76,930 -90%
SWM
3494
Selective Wealth Management
Virginia
$778K +$3.62K +50 +0.6%
FF
3495
Francis Financial
$776K +$154K +2,120 +33%
LAM
3496
LifePro Asset Management
California
$774K +$70.3K +970 +13%
CCA
3497
Cora Capital Advisors
New Jersey
$773K +$15.2K +210 +3%
RL
3498
Rogco LP
Oklahoma
$773K +$537K +7,410 +644%
EE
3499
EWG Elevate
California
$773K -$38.4K -530 -6%
LA
3500
Lane & Associates
New Jersey
$772K +$221K +3,050 +55%
138 139
140
141 142