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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
751
PFG Investments
New York
$1.01M +$49.2K +559 +5%
SLWA
752
San Luis Wealth Advisors
California
$1.01M +$1.02M +11,616 New
OPA
753
Old Port Advisors
Maine
$1.01M -$24.1K -274 -2%
OA
754
Oxbow Advisors
Texas
$1.01M +$32.9K +373 +3%
WHRC
755
W.H. Reaves & Co
New Jersey
$1.01M -$21.8K -247 -2%
BWP
756
Baldwin Wealth Partners
Massachusetts
$995K +$33.2K +377 +3%
SCM
757
Sage Capital Management
New Jersey
$985K +$4.58K +52 +0.5%
PM
758
Penbrook Management
New York
$983K – – –
FFG
759
Floyd Financial Group
Missouri
$977K -$114K -1,295 -11%
MA
760
MONECO Advisors
Connecticut
$974K +$487K +5,534 +98%
IF
761
Intrua Financial
Texas
$970K -$6.69K -76 -0.7%
STB
762
S&T Bank
Pennsylvania
$970K -$192K -2,177 -16%
CWP
763
CFM Wealth Partners
Texas
$968K -$607K -6,888 -38%
PGF
764
Plan Group Financial
Oklahoma
$968K +$34.4K +391 +4%
MWM
765
Mission Wealth Management
California
$966K +$316K +3,591 +48%
TP
766
Tranquility Partners
Tennessee
$961K -$578K -6,559 -37%
DT
767
Diversified Trust
Tennessee
$957K -$19.3K -219 -2%
I
768
InceptionR
California
$957K +$970K +11,011 New
RPGK
769
Retirement Planning Group (Kansas)
Kansas
$954K -$32.6K -370 -3%
WB
770
WesBanco Bank
West Virginia
$946K -$3.26K -37 -0.3%
MAM
771
Mystic Asset Management
Rhode Island
$944K +$37.6K +427 +4%
HI
772
Hendershot Investments
Virginia
$935K – – –
KCM
773
KRS Capital Management
Michigan
$918K +$62.8K +713 +7%
WS
774
Wedbush Securities
California
$916K -$1.5K -17 -0.2%
TPA
775
Trivium Point Advisory
Connecticut
$909K +$595K +6,751 +182%
29 30
31
32 33