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Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1126
Mather Group
Illinois
$351K -$25.7K -312 -7%
PFM
1127
Patton Fund Management
Texas
$351K +$319K +3,879 New
FWM
1128
Focused Wealth Management
New York
$350K +$31.9K +388 +11%
KFGK
1129
Keystone Financial Group (Kentucky)
Kentucky
$350K +$19.3K +234 +6%
FCH
1130
Freestone Capital Holdings
Washington
$350K -$17K -206 -5%
OL
1131
Owen LaRue
Kentucky
$349K -$1.28M -15,500 -80%
DWS
1132
Discipline Wealth Solutions
South Carolina
$349K +$318K +3,859 New
GWM
1133
Gibbs Wealth Management
Georgia
$349K +$318K +3,859 New
KDA
1134
Kraft Davis & Associates
Missouri
$346K – – –
TC
1135
Trilogy Capital
California
$345K -$988 -12 -0.3%
CA
1136
Cannon Advisors
North Carolina
$344K – – –
DAS
1137
Daybright Advisory Services
Florida
$343K +$823 +10 +0.3%
OAM
1138
Occidental Asset Management
California
$343K +$2.39K +29 +0.8%
BS
1139
Brighton Securities
New York
$343K -$128K -1,559 -29%
JF
1140
Jump Financial
Illinois
$343K +$312K +3,795 New
GIA
1141
Gladstone Institutional Advisory
Florida
$341K +$22.4K +272 +8%
MCM
1142
Mattern Capital Management
Colorado
$340K – – –
BTI
1143
Blue Trust Inc
Georgia
$339K +$82.2K +998 +36%
SMF
1144
Sterling Manor Financial
New York
$339K -$201K -2,442 -39%
TCM
1145
Tandem Capital Management
New Jersey
$339K +$309K +3,750 New
OL
1146
Optas LLC
Texas
$336K +$306K +3,716 New
TWM
1147
TCFG Wealth Management
California
$336K +$5.27K +64 +2%
TIA
1148
TCFG Investment Advisors
California
$336K +$306K +3,715 New
TPA
1149
Trivium Point Advisory
Connecticut
$335K -$501K -6,083 -62%
BH
1150
Burk Holdings
Oklahoma
$334K – – –
44 45
46
47 48