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Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
1076
Northstar Advisory Group
New Jersey
$390K – – –
HR
1077
Hardy Reed
Mississippi
$389K +$49.6K +602 +16%
FFP
1078
FourThought Financial Partners
Florida
$389K +$11.4K +138 +3%
DFG
1079
Demars Financial Group
Washington
$388K +$354K +4,294 New
NWM
1080
Northcape Wealth Management
New York
$388K -$33.6K -408 -9%
LA
1081
LexAurum Advisors
Kansas
$386K +$352K +4,275 New
SACTSONJ
1082
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$385K -$802K -9,740 -70%
PFBT
1083
Parkside Financial Bank & Trust
Missouri
$385K -$95.8K -1,164 -21%
WTC
1084
WhitTier Trust Company
Nevada
$384K +$15.9K +193 +5%
HCA
1085
Heck Capital Advisors
Wisconsin
$383K -$21.7K -263 -6%
PMSA
1086
Patrick M. Sweeney & Associates
Illinois
$382K +$247 +3 +0.1%
HNWA
1087
Henrickson Nauta Wealth Advisors
Michigan
$382K -$325K -3,950 -48%
EB
1088
Eastern Bank
Massachusetts
$381K – – –
RC
1089
Roundview Capital
New Jersey
$380K +$347K +4,209 New
MCM
1090
Marathon Capital Management
Maryland
$380K -$8.23K -100 -2%
MW
1091
Melia Wealth
Oklahoma
$379K – – –
AIP
1092
Almanack Investment Partners
Pennsylvania
$379K – – –
BP
1093
Ballentine Partners
Massachusetts
$378K -$9.06K -110 -3%
TCOO
1094
Trust Company of Oklahoma
Oklahoma
$378K -$32.3K -392 -9%
VFA
1095
Voya Financial Advisors
Connecticut
$376K -$47K -571 -12%
MHR
1096
Matthew Hamilton Rosenberg
$375K – – –
7WCP
1097
71 West Capital Partners
Massachusetts
$375K +$341K +4,147 New
DE
1098
Diversified Enterprises
Delaware
$373K +$7.08K +86 +2%
THCM
1099
Taylor Hoffman Capital Management
Virginia
$373K – – –
1IA
1100
1620 Investment Advisors
Massachusetts
$371K -$7.74K -94 -2%
42 43
44
45 46