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Name Holding Trade Value Shares
Change 		Change in
Stake
LGA
2301
Lebenthal Global Advisors
New York
$689K +$712K +25,860 New
LSA
2302
Lion Street Advisors
Texas
$686K -$248K -9,010 -28%
MAG
2303
Mayfair Advisory Group
Alabama
$686K -$4.68K -170 -0.7%
KOC
2304
Koss-Olinger Consulting
Florida
$683K -$133K -4,840 -17%
SCI
2305
Stableford Capital II
Arizona
$682K -$155K -5,620 -16%
FMP
2306
Financial Management Professionals
Texas
$682K -$48.2K -1,750 -7%
SFG
2307
Sovereign Financial Group
Connecticut
$682K +$109K +3,950 +21%
EFSCE
2308
Enterprise Financial Services Corp (EFSC)
Missouri
$679K -$104K -3,780 -14%
PWA
2309
Physician Wealth Advisors
Utah
$677K -$117K -4,260 -15%
WFMPM
2310
Woodley Farra Manion Portfolio Management
Indiana
$676K -$16K -580 -2%
SCA
2311
Spearhead Capital Advisors
Florida
$675K +$61.6K +2,240 +11%
AC
2312
ASB Consultores
Florida
$672K +$629K +22,860 New
DWM
2313
Dorchester Wealth Management
Quebec, Canada
$669K +$825 +30 +0.1%
B
2314
Bellecapital
Switzerland
$664K +$81.7K +2,970 +15%
CA
2315
Centerpoint Advisors
Massachusetts
$662K – – –
NIM
2316
NuWave Investment Management
New Jersey
$661K +$451K +16,380 +269%
IFS
2317
Ifrah Financial Services
Arkansas
$660K +$10.2K +370 +2%
RWA
2318
RGT Wealth Advisors
Texas
$660K +$329K +11,970 +114%
SFM
2319
Signet Financial Management
New Jersey
$659K +$40.2K +1,460 +7%
FNB
2320
Farmers National Bank
Kentucky
$659K +$460K +16,700 +293%
LNWTC
2321
Laird Norton Wetherby Trust Company
Washington
$657K -$37.4K -1,360 -6%
CG
2322
CFO4Life Group
Texas
$657K -$825 -30 -0.1%
AFM
2323
Andesa Financial Management
Pennsylvania
$654K -$129K -4,700 -17%
LWM
2324
Liberty Wealth Management
California
$652K -$172K -6,240 -22%
IP
2325
Investment Partners
Ohio
$651K +$27K +980 +5%
91 92
93
94 95