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Name Holding Trade Value Shares
Change 		Change in
Stake
MSS
1726
Mitchell Sinkler & Starr
Pennsylvania
$511K +$85.7K +6,400 +20%
MWM
1727
Mattern Wealth Management
Kansas
$510K -$41.8K -3,120 -7%
TW
1728
Towerpoint Wealth
California
$510K -$30.5K -2,280 -6%
AFS
1729
Aft Forsyth & Sober
Florida
$509K +$482K +36,000 +1,200%
FP
1730
Financial Perspectives
Minnesota
$508K +$273K +20,360 +110%
DSC
1731
Duncker Streett & Co
Missouri
$508K -$34.8K -2,600 -6%
SWA
1732
Sutton Wealth Advisors
Florida
$507K -$7.5K -560 -1%
BO
1733
BRR OpCo
Ohio
$506K -$604K -45,120 -54%
HIMC
1734
Heritage Investors Management Corp
Maryland
$503K +$108K +8,080 +27%
SWK
1735
Stephen W. Kidder
$501K -$179K -13,400 -26%
LJAC
1736
L.J. Altfest & Co
New York
$501K -$26.8K -2,000 -5%
DF
1737
Donoghue Forlines
Massachusetts
$501K +$514K +38,360 New
HFP
1738
Holistic Financial Partners
Indiana
$500K +$56.2K +4,200 +12%
NC
1739
NinePointTwo Capital
California
$499K +$512K +38,240 New
PFG
1740
PAX Financial Group
Texas
$498K +$57.3K +4,280 +13%
PFA
1741
Pinnacle Family Advisors
Missouri
$497K -$2.65M -197,720 -84%
AA
1742
Apriem Advisors
California
$494K -$177K -13,240 -26%
SWMG
1743
Signature Wealth Management Group
Georgia
$492K +$44.4K +3,320 +10%
AUB
1744
Atlantic Union Bankshares
Virginia
$490K – – –
VAG
1745
VisionPoint Advisory Group
Texas
$490K – – –
DI
1746
Diligent Investors
California
$490K +$22K +1,640 +5%
BFA
1747
Benedict Financial Advisors
Georgia
$489K – – –
UBG
1748
United Bank (Georgia)
Georgia
$487K +$225K +16,840 +82%
WWM
1749
WJ Wealth Management
Arizona
$486K +$15K +1,120 +3%
FANJ
1750
Financial Architects (New Jersey)
New Jersey
$486K +$26.8K +2,000 +6%
68 69
70
71 72