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Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1201
Flagship Harbor Advisors
Massachusetts
$294K -$9.55K -116 -3%
SRA
1202
Secured Retirement Advisors
Minnesota
$294K +$34.8K +423 +15%
WPP
1203
Whalerock Point Partners
Rhode Island
$294K +$268K +3,251 New
BFAG
1204
Blackston Financial Advisory Group
Florida
$293K -$10K -122 -4%
LFA
1205
Legacy Financial Advisors
Kentucky
$292K -$4.45K -54 -2%
SW
1206
Simplicity Wealth
New Jersey
$292K +$266K +3,227 New
CIAS
1207
Capital Investment Advisory Services
North Carolina
$291K -$1.07K -13 -0.4%
IPWA
1208
International Private Wealth Advisors
California
$290K +$20K +243 +8%
ACS
1209
Archford Capital Strategies
Illinois
$290K -$14.5K -176 -5%
SEP
1210
Southland Equity Partners
Missouri
$289K -$2.55K -31 -1%
OIMU
1211
Osmosis Investment Management UK
United Kingdom
$289K +$263K +3,198 New
WSCM
1212
Wellington Shields Capital Management
New York
$288K +$68K +826 +35%
AGC
1213
Aspen Grove Capital
Colorado
$288K – – –
CA
1214
CoreCap Advisors
Michigan
$288K +$3.21K +39 +1%
AWM
1215
Arista Wealth Management
Nevada
$287K – – –
RBFC
1216
Roman Butler Fullerton & Co
Missouri
$287K +$659 +8 +0.2%
TAM
1217
TCP Asset Management
Ohio
$287K +$1.48K +18 +0.6%
RHP
1218
Royal Harbor Partners
Texas
$286K – – –
QC
1219
Quantessence Capital
New York
$286K +$261K +3,167 New
DJSG
1220
D.J. St. Germain
Massachusetts
$282K – – –
NGA
1221
Naples Global Advisors
Florida
$281K +$21.4K +260 +9%
RCM
1222
RB Capital Management
Nevada
$280K – – –
CAL
1223
Capital Advisors Ltd
Ohio
$279K +$412 +5 +0.2%
PFA
1224
Pettinga Financial Advisors
Indiana
$277K -$142K -1,725 -36%
BIG
1225
Brookwood Investment Group
Arizona
$277K -$6.17K -75 -2%
47 48
49
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