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Name Holding Trade Value Shares
Change 		Change in
Stake
TNA
1051
True North Advisors
Texas
$315K -$1M -11,527 -77%
PWMAG
1052
Pinnacle Wealth Management Advisory Group
New Jersey
$315K +$19.9K +229 +7%
SPA
1053
Sherbrooke Park Advisers
New York
$314K +$300K +3,450 New
OFG
1054
Oxford Financial Group
Indiana
$314K -$4.79K -55 -2%
CAC
1055
Certified Advisory Corp
Florida
$314K -$17.1K -196 -5%
FCMT
1056
Founders Capital Management (Texas)
Texas
$314K – – –
PWAC
1057
Private Wealth Advisors (California)
California
$313K +$3.31K +38 +1%
HR
1058
Hardy Reed
Mississippi
$311K +$4.44K +51 +2%
GWM
1059
Gray Wealth Management
Maine
$309K +$3.57K +41 +1%
PS
1060
Principal Securities
Iowa
$309K -$25.6K -294 -8%
UCB
1061
United Community Bank
South Carolina
$308K -$2.17K -25 -0.7%
LA
1062
LexAurum Advisors
Kansas
$307K -$1.8M -20,701 -86%
ACM
1063
AlphaStar Capital Management
North Carolina
$304K +$290K +3,338 New
ATI
1064
ARK & TLK Investments
Oklahoma
$304K -$34.8K -400 -11%
ST
1065
Sabal Trust
Florida
$304K – – –
PA
1066
Promethium Advisors
Maryland
$304K +$290K +3,334 New
TCOO
1067
Trust Company of Oklahoma
Oklahoma
$303K -$7.13K -82 -2%
FCP
1068
Fidelis Capital Partners
Florida
$302K +$6.26K +72 +2%
AWA
1069
Arkadios Wealth Advisors
Georgia
$302K +$45.7K +525 +19%
CAL
1070
Capital Advisors Ltd
Ohio
$301K +$261 +3 +0.1%
WLPWM
1071
Walled Lake Planning & Wealth Management
Illinois
$298K +$3.31K +38 +1%
AIM
1072
Anchor Investment Management
South Carolina
$297K – – –
FMWA
1073
Forvis Mazars Wealth Advisors
Missouri
$296K +$283K +3,247 New
FHA
1074
First Horizon Advisors
Tennessee
$294K -$3.22K -37 -1%
EW
1075
Evoke Wealth
California
$294K +$280K +3,223 New
41 42
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