Name Holding Trade Value Shares
Change
Change in
Stake
NG
2076
Northstar Group
New York
$400K +$13.4K +513 +3%
RRA
2077
Round Rock Advisors
Connecticut
$399K +$36.7K +1,402 +10%
FA
2078
Fiducient Advisors
Illinois
$399K +$412K +15,735 New
ACS
2079
Archford Capital Strategies
Illinois
$398K -$19.1K -731 -4%
AIM
2080
Acropolis Investment Management
Missouri
$397K +$43.2K +1,650 +12%
OC
2081
Opinicus Capital
Florida
$397K -$48K -1,834 -10%
SFG
2082
SNS Financial Group
Minnesota
$396K +$69.7K +2,662 +21%
LRPA
2083
L. Roy Papp & Associates
Arizona
$396K -$34.9K -1,332 -8%
FL
2084
FreeGulliver LLC
Louisiana
$396K +$2.72K +104 +0.7%
TLCM
2085
Twin Lakes Capital Management
California
$396K -$2.93K -112 -0.7%
CA
2086
Capital Advantage
California
$395K – – –
BOPW
2087
Brandywine Oak Private Wealth
Pennsylvania
$395K -$41.9K -1,600 -9%
SFG
2088
Sovereign Financial Group
Connecticut
$394K -$21.2K -810 -5%
SPA
2089
Sherbrooke Park Advisers
New York
$393K -$905K -34,591 -69%
FWP
2090
FAS Wealth Partners
Kansas
$392K -$267K -10,211 -40%
SMA
2091
Sage Mountain Advisors
Georgia
$392K -$134K -5,120 -25%
IC
2092
Iconiq Capital
California
$391K -$59K -2,256 -13%
KJWM
2093
Kiley Juergens Wealth Management
Washington
$391K -$11.6K -442 -3%
JJBC
2094
James J. Burns & Company
New York
$391K +$13.8K +528 +4%
CNTOF
2095
Canandaigua National Trust of Florida
New York
$391K +$128K +4,874 +46%
BST
2096
Bath Savings Trust
Maine
$390K -$729K -27,842 -64%
NG
2097
Novem Group
New York
$388K +$27.8K +1,064 +7%
DG
2098
DMC Group
Alabama
$388K -$53.7K -2,053 -12%
WAM
2099
Wakefield Asset Management
Colorado
$388K -$54.2K -2,073 -12%
WFAG
2100
Wescott Financial Advisory Group
Pennsylvania
$388K -$28.5K -1,088 -7%