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Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
1426
TS Financial Group (TSFG)
Illinois
$537K -$31.6K -372 -6%
KF
1427
Krilogy Financial
Missouri
$537K +$6.8K +80 +1%
GPA
1428
Garrison Point Advisors
California
$536K – – –
FFS
1429
Founders Financial Securities
Maryland
$534K +$104K +1,227 +24%
WWA
1430
WCG Wealth Advisors
Nevada
$533K -$118K -1,392 -23%
IP
1431
Investment Partners
Ohio
$533K +$201K +2,371 +60%
ICP
1432
Interchange Capital Partners
Pennsylvania
$532K +$270K +3,179 +101%
PWPS
1433
Pinnacle Wealth Planning Services
Ohio
$530K -$16.1K -190 -3%
DWM
1434
Dorchester Wealth Management
Quebec, Canada
$529K -$4.25K -50 -0.8%
MHS
1435
M Holdings Securities
Oregon
$529K -$1.27K -15 -0.2%
TFP
1436
Tilia Fiduciary Partners
North Carolina
$528K -$678K -7,986 -57%
HCM
1437
Hall Capital Management
Rhode Island
$528K -$65K -765 -11%
GC
1438
Giverny Capital
Quebec, Canada
$528K -$4.84K -57 -0.9%
NERM
1439
New England Research & Management
Illinois
$526K -$293K -3,445 -36%
SG
1440
StoneX Group
New York
$525K -$25.3K -298 -5%
TW
1441
Transform Wealth
Colorado
$522K -$3.14K -37 -0.6%
SA
1442
Syntax Advisors
New York
$518K -$50.3K -592 -9%
VCG
1443
Vantage Consulting Group
Virginia
$518K -$50.3K -592 -9%
LCS
1444
Levin Capital Strategies
New York
$516K – – –
BI
1445
Ballast Inc
Kentucky
$513K -$591K -6,951 -53%
BEAM
1446
Baker Ellis Asset Management
Washington
$511K +$15.4K +181 +3%
PWAG
1447
Polaris Wealth Advisory Group
California
$510K -$19.5K -229 -4%
FHA
1448
Flagship Harbor Advisors
Massachusetts
$510K -$13.8K -162 -3%
SIC
1449
Salem Investment Counselors
North Carolina
$510K +$22.9K +270 +5%
KWM
1450
Keebeck Wealth Management
Illinois
$509K +$85 +1 +0%
56 57
58
59 60