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Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1951
WealthPLAN Partners
Nebraska
$265K -$738K -7,095 -74%
WEG
1952
World Equity Group
Illinois
$264K -$164K -1,573 -35%
PAG
1953
Paladin Advisory Group
Iowa
$264K +$263K +2,531 New
SCA
1954
Sage Capital Advisors
South Dakota
$263K +$1.35K +13 +0.5%
SFG
1955
SNS Financial Group
Minnesota
$263K -$202K -1,936 -43%
MAM
1956
Meeder Asset Management
Ohio
$262K -$2.69M -25,881 -91%
RWMG
1957
Redwood Wealth Management Group
New Jersey
$262K -$937 -9 -0.4%
AGAM
1958
Audent Global Asset Management
California
$261K -$10.5K -101 -4%
FFG
1959
Frisch Financial Group
New York
$261K +$3.54K +34 +1%
MFWP
1960
Mosaic Family Wealth Partners
Missouri
$261K -$624 -6 -0.2%
EWM
1961
Endowment Wealth Management
Wisconsin
$261K -$10.3K -99 -4%
NCM
1962
Northwest Capital Management
Oregon
$260K -$16.4K -158 -6%
BBA
1963
BLB&B Advisors
Pennsylvania
$259K -$18.5K -178 -7%
FLPIM
1964
F.L. Putnam Investment Management
Massachusetts
$259K +$259K +2,487 New
CWM
1965
Curi Wealth Management
North Carolina
$259K -$25.8K -248 -9%
VWM
1966
Venturi Wealth Management
Texas
$258K -$35.8K -344 -12%
NA
1967
Nottingham Advisors
New York
$257K +$104 +1 +0%
CIC
1968
Cornercap Investment Counsel
Georgia
$257K – – –
RHJA
1969
Rice Hall James & Associates
California
$257K -$2.29K -22 -0.9%
PCA
1970
Pallas Capital Advisors
Massachusetts
$257K +$245K +2,351 New
AWG
1971
Altus Wealth Group
Colorado
$257K -$22.5K -216 -8%
FBFS
1972
First Business Financial Services
Wisconsin
$257K +$5.52K +53 +2%
CWS
1973
Confluence Wealth Services
Pennsylvania
$256K +$39.7K +381 +18%
MPCG
1974
Matrix Private Capital Group
New York
$256K -$25.5K -245 -9%
CD
1975
Chapin Davis
Maryland
$256K -$323K -3,102 -56%
77 78
79
80 81