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Name Holding Trade Value Shares
Change 		Change in
Stake
FTA
1201
Financial & Tax Architects
Missouri
$280K +$284K +3,222 New
SEP
1202
Southland Equity Partners
Missouri
$279K +$1.23K +14 +0.4%
OFG
1203
Oxford Financial Group
Indiana
$279K -$10.3K -117 -4%
OIMU
1204
Osmosis Investment Management UK
United Kingdom
$278K – – –
LFA
1205
Legacy Financial Advisors
Kentucky
$277K -$3.96K -45 -1%
AGC
1206
Aspen Grove Capital
Colorado
$277K – – –
HWAM
1207
Hennion & Walsh Asset Management
New Jersey
$277K -$311K -3,529 -53%
AWM
1208
Arista Wealth Management
Nevada
$276K – – –
LWM
1209
LongView Wealth Management
Georgia
$276K +$13.4K +152 +5%
TAM
1210
TCP Asset Management
Ohio
$276K – – –
RHP
1211
Royal Harbor Partners
Texas
$275K – – –
HA
1212
Huntleigh Advisors
Missouri
$275K +$279K +3,163 New
TTWM
1213
TCV Trust & Wealth Management
Virginia
$274K -$11.7K -133 -4%
BFAG
1214
Blackston Financial Advisory Group
Florida
$272K -$9.43K -107 -3%
FMII
1215
Farmers & Merchants Investments Inc
Nebraska
$272K -$22K -250 -7%
GWM
1216
GDS Wealth Management
Texas
$272K +$15.6K +177 +6%
BIG
1217
Brookwood Investment Group
Arizona
$272K +$5.37K +61 +2%
DJSG
1218
D.J. St. Germain
Massachusetts
$271K – – –
NGA
1219
Naples Global Advisors
Florida
$270K – – –
RCM
1220
RB Capital Management
Nevada
$269K – – –
CAL
1221
Capital Advisors Ltd
Ohio
$269K +$529 +6 +0.2%
PCP
1222
Proficio Capital Partners
Massachusetts
$269K +$272K +3,089 New
CA
1223
Continuum Advisory
Idaho
$266K +$49K +556 +22%
FHA
1224
Flagship Harbor Advisors
Massachusetts
$266K -$17.4K -197 -6%
SCM
1225
Sunbeam Capital Management
Georgia
$266K +$7.49K +85 +3%
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