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Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
1551
Great Valley Advisor Group
Delaware
$580K +$14.8K +155 +3%
IWS
1552
Insight Wealth Strategies
California
$580K +$16K +168 +3%
DJSG
1553
D.J. St. Germain
Massachusetts
$576K -$22.6K -237 -4%
VAM
1554
Verity Asset Management
North Carolina
$576K +$78.4K +821 +18%
AWM
1555
Aries Wealth Management
Maine
$575K -$28.6K -300 -5%
DI
1556
Diligent Investors
California
$573K -$70.8K -741 -12%
CWM
1557
Cornerstone Wealth Management
Missouri
$572K -$4.2K -44 -0.8%
CWP
1558
Capital Wealth Planning
Florida
$572K +$1.91K +20 +0.4%
SFG
1559
SNS Financial Group
Minnesota
$571K +$28.1K +294 +6%
DA
1560
Doliver Advisors
Texas
$570K +$11.9K +125 +2%
TC
1561
Tacita Capital
Ontario, Canada
$570K +$508K +5,325 New
LFGH
1562
Lee Financial Group Hawaii
Hawaii
$569K -$3.53M -36,927 -87%
RG
1563
Rikoon Group
New Mexico
$569K +$112K +1,175 +28%
TWM
1564
Tradition Wealth Management
Minnesota
$569K +$508K +5,318 New
NAS
1565
Nicolet Advisory Services
Wisconsin
$565K +$504K +5,279 New
FDS
1566
Freedom Day Solutions
Texas
$561K -$366K -3,837 -42%
AIA
1567
AIMZ Investment Advisors
California
$560K – – –
C
1568
Certuity
Florida
$558K +$13.8K +145 +3%
MW
1569
Marcum Wealth
Ohio
$556K +$189K +1,982 +62%
CG
1570
Cutler Group
California
$555K -$391K -4,091 -44%
SPWG
1571
Sage Private Wealth Group
Illinois
$555K +$495K +5,185 New
SFG
1572
Summit Financial Group
West Virginia
$554K – – –
SMH
1573
Sanders Morris Harris
Texas
$553K -$27.1K -284 -5%
DWM
1574
Dorchester Wealth Management
Quebec, Canada
$552K +$3.82K +40 +0.8%
FP
1575
Foundry Partners
Minnesota
$551K +$191 +2 +0%
61 62
63
64 65