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Name Holding Trade Value Shares
Change 		Change in
Stake
RHP
1126
Royal Harbor Partners
Texas
$252K – – –
AWAG
1127
ARS Wealth Advisors Group
Florida
$251K +$239K +2,750 New
AWM
1128
Angeles Wealth Management
California
$250K +$239K +2,747 New
AGWCA
1129
Annis Gardner Whiting Capital Advisors
Florida
$249K – – –
CCP
1130
Clarkston Capital Partners
Michigan
$249K – – –
SFG
1131
Sovereign Financial Group
Connecticut
$249K +$1.48K +17 +0.6%
CP
1132
Covenant Partners
Tennessee
$249K – – –
AWM
1133
Accurate Wealth Management
Florida
$248K +$261 +3 +0.1%
PB
1134
Pinnacle Bancorp
Nebraska
$248K – – –
TFM
1135
Trademark Financial Management
Minnesota
$247K -$20.5K -236 -8%
KFGK
1136
Keystone Financial Group (Kentucky)
Kentucky
$246K +$17.7K +203 +8%
AW
1137
Apricus Wealth
South Carolina
$246K – – –
LWCFA
1138
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$246K -$33.9K -390 -13%
CPP
1139
Capasso Planning Partners
South Carolina
$245K – – –
DWM
1140
Drive Wealth Management
Utah
$245K +$3.48K +40 +2%
JSW
1141
Journey Strategic Wealth
New Jersey
$245K +$234K +2,689 New
CLA
1142
Carnegie Lake Advisors
New Jersey
$245K +$234K +2,688 New
SCA
1143
Stonebridge Capital Advisors
Minnesota
$244K -$6.96K -80 -3%
MC
1144
Mathes Company
New York
$244K – – –
IP
1145
Ignite Planners
California
$244K -$522 -6 -0.2%
BFA
1146
Bill Few Associates
Pennsylvania
$243K – – –
BSHC
1147
Breed's Hill Capital
Massachusetts
$243K – – –
FWP
1148
Firethorn Wealth Partners
Georgia
$242K +$1.22K +14 +0.5%
AIA
1149
Allied Investment Advisors
Montana
$242K – – –
POIA
1150
Pin Oak Investment Advisors
Texas
$241K – – –
44 45
46
47 48