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Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
2051
Intercontinental Wealth Advisors
Texas
$1.11M -$715K -33,020 -45%
MWC
2052
MBM Wealth Consultants
Missouri
$1.11M – – –
EGA
2053
E&G Advisors
Texas
$1.1M -$43.3K -2,000 -5%
RF
2054
Rollins Financial
Georgia
$1.1M +$243K +11,230 +39%
CA
2055
Centerpoint Advisors
Massachusetts
$1.1M +$6.28K +290 +0.7%
MFP
2056
Meridian Financial Partners
Virginia
$1.1M +$37.9K +1,750 +5%
DCM
2057
Delta Capital Management
New Jersey
$1.1M – – –
MFG
2058
Monte Financial Group
Connecticut
$1.1M +$38.5K +1,780 +5%
ONST
2059
Old North State Trust
North Carolina
$1.1M +$50.9K +2,350 +6%
NWMG
2060
National Wealth Management Group
Ohio
$1.09M +$440K +20,330 +111%
HWA
2061
Heritage Wealth Advisors
Virginia
$1.09M +$204K +9,410 +31%
PFG
2062
Prosperity Financial Group
California
$1.09M -$1.95K -90 -0.2%
SAG
2063
SageView Advisory Group
California
$1.09M +$163K +7,550 +24%
OQS
2064
Occudo Quantitative Strategies
Florida
$1.09M -$1.11M -51,510 -57%
SOW
2065
State of Wyoming
Wyoming
$1.09M +$160K +7,370 +23%
CWM
2066
Cordatus Wealth Management
Pennsylvania
$1.09M +$311K +14,380 +58%
CWM
2067
Connecticut Wealth Management
Connecticut
$1.08M -$220K -10,170 -21%
D
2068
Diversified
Delaware
$1.08M +$1.73K +80 +0.2%
RPC
2069
Rossmore Private Capital
Connecticut
$1.08M +$380K +17,540 +82%
NIC
2070
Northwest Investment Counselors
Oregon
$1.08M -$9.96K -460 -1%
HFS
2071
Howard Financial Services
Texas
$1.08M +$11.9K +550 +1%
PMFA
2072
Plante Moran Financial Advisors
Michigan
$1.08M -$22.3K -1,030 -3%
NPA
2073
Nichols & Pratt Advisers
Massachusetts
$1.08M +$841K +38,840 New
FCBT
2074
First Citizens Bank & Trust
North Carolina
$1.08M -$2.71M -125,390 -76%
LT
2075
Legacy Trust
Michigan
$1.07M -$22.7K -1,050 -3%
81 82
83
84 85