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Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
701
Retirement Planning Group (Kansas)
Kansas
$966K -$44.8K -515 -5%
FAM
702
Formidable Asset Management
Ohio
$964K -$3.39K -39 -0.4%
MP
703
Mangrove Partners
Connecticut
$964K +$920K +10,579 New
AWE
704
Avidian Wealth Enterprises
Texas
$963K +$147K +1,687 +19%
AF
705
Allworth Financial
California
$960K -$307K -3,524 -25%
WIA
706
World Investment Advisors
California
$959K +$555K +6,381 +154%
SIMG
707
Sonora Investment Management Group
Arizona
$950K +$5.22K +60 +0.6%
SCM
708
Sage Capital Management
New Jersey
$949K +$8.88K +102 +1%
HI
709
Hendershot Investments
Virginia
$945K – – –
PI
710
PFG Investments
New York
$936K -$33.4K -384 -4%
NG
711
Norden Group
Utah
$927K +$285K +3,271 +47%
MWM
712
Modern Wealth Management
Kansas
$918K +$21.4K +246 +3%
HTC
713
Haverford Trust Company
Pennsylvania
$917K +$10.2K +117 +1%
SVWAG
714
Sound View Wealth Advisors Group
Georgia
$914K +$397K +4,567 +84%
DWA
715
Douglass Winthrop Advisors
New York
$911K – – –
AIA
716
Arbor Investment Advisors
North Carolina
$911K +$870K +10,000 New
AFG
717
Atomi Financial Group
New York
$910K +$869K +9,984 New
RAM
718
Ramirez Asset Management
New York
$908K – – –
MW
719
Marcum Wealth
Ohio
$906K +$15.3K +176 +2%
EF
720
Empowered Funds
Pennsylvania
$901K +$69.3K +797 +9%
MFG
721
Mosaic Financial Group
Illinois
$900K +$281K +3,227 +49%
WCM
722
WealthBridge Capital Management
Ohio
$895K +$97K +1,115 +13%
FBT
723
First Bankers Trust
Kentucky
$893K +$60.9K +700 +8%
GI
724
GAMMA Investing
California
$883K +$123K +1,416 +17%
VFA
725
Voya Financial Advisors
Connecticut
$881K +$209K +2,397 +33%
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