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Name Holding Trade Value Shares
Change 		Change in
Stake
CNBOF
1126
City National Bank of Florida
Florida
$482K -$198K -1,457 -31%
FSA
1127
Fort Sheridan Advisors
Illinois
$481K +$3.39K +25 +0.8%
OAM
1128
Occidental Asset Management
California
$474K +$1.9K +14 +0.4%
SG
1129
StoneX Group
New York
$465K +$8.95K +66 +2%
AG
1130
Algert Global
California
$465K – – –
RFP
1131
Root Financial Partners
California
$462K -$33.9K -250 -7%
DCM
1132
Dimension Capital Management
Florida
$462K -$491K -3,620 -54%
RRWA
1133
Rainey & Randall Wealth Advisors
Florida
$460K – – –
MWM
1134
Mindset Wealth Management
Indiana
$460K +$26K +192 +7%
TPA
1135
Trivium Point Advisory
Connecticut
$460K +$419K +3,094 New
DAS
1136
Dynamic Advisor Solutions
Arizona
$458K -$18.7K -138 -4%
VCP
1137
Verus Capital Partners
Arizona
$458K +$91.8K +677 +28%
OPWM
1138
Oxinas Partners Wealth Management
Indiana
$457K -$6.78K -50 -2%
EA
1139
Everpar Advisors
Oklahoma
$455K -$17.8K -131 -4%
SIMG
1140
Sonora Investment Management Group
Arizona
$455K +$56.7K +418 +16%
AWE
1141
Avidian Wealth Enterprises
Texas
$455K -$57.5K -424 -12%
GIP
1142
Greatmark Investment Partners
Georgia
$450K -$13.6K -100 -3%
MWM
1143
Moran Wealth Management
Florida
$449K +$165K +1,220 +68%
GWM
1144
GK Wealth Management
Nevada
$448K -$237K -1,746 -37%
FHC
1145
First Heartland Consultants
Missouri
$447K -$11.7K -86 -3%
FFA
1146
First Foundation Advisors
California
$446K -$813 -6 -0.2%
MIM
1147
Montgomery Investment Management
Maryland
$446K – – –
WP
1148
WealthPLAN Partners
Nebraska
$445K +$170K +1,256 +72%
GJWM
1149
Gilliland Jeter Wealth Management
Arkansas
$445K -$1.08K -8 -0.3%
LIP
1150
Lighthouse Investment Partners
Florida
$443K +$404K +2,980 New
44 45
46
47 48