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Name Holding Trade Value Shares
Change 		Change in
Stake
DILIC
1126
Dai-ichi Life Insurance Company
Japan
$415K -$355K -2,700 -44%
SSA
1127
Shepherd Street Advisors
California
$414K +$45.3K +345 +11%
PWPS
1128
Pinnacle Wealth Planning Services
Ohio
$413K +$94.3K +718 +26%
FWM
1129
FFT Wealth Management
Pennsylvania
$412K -$15.4K -117 -3%
AWM
1130
Accurate Wealth Management
Florida
$408K +$31.8K +242 +7%
MIM
1131
Moseley Investment Management
Florida
$407K +$1.84K +14 +0.4%
LCAM
1132
London & Capital Asset Management
United Kingdom
$406K +$10.5K +80 +2%
DCM
1133
Dimension Capital Management
Florida
$405K +$43.5K +331 +11%
LJAC
1134
L.J. Altfest & Co
New York
$400K +$20K +152 +5%
SW
1135
Solidarity Wealth
Utah
$395K -$674K -5,131 -61%
DAS
1136
Dynamic Advisor Solutions
Arizona
$394K +$21K +160 +5%
KMWM
1137
Keudell/Morrison Wealth Management
Oregon
$394K -$34.3K -261 -7%
OFG
1138
Oxford Financial Group
Indiana
$394K -$18K -137 -4%
RWA
1139
Redhawk Wealth Advisors
Minnesota
$393K -$1.18K -9 -0.3%
DCP
1140
DSM Capital Partners
Florida
$393K +$25.6K +195 +6%
EFL
1141
ERn Financial LLC
Wisconsin
$392K +$1.84K +14 +0.4%
TCA
1142
Trifecta Capital Advisors
Illinois
$391K – – –
GBFG
1143
Gerald Baker Financial Group
Texas
$391K +$434K +3,300 New
LW
1144
Livet Wealth
Utah
$390K -$58.5K -445 -12%
GFPC
1145
Global Financial Private Client
Florida
$388K – – –
JFG
1146
Jefferies Financial Group
New York
$388K +$430K +3,272 New
TSMHT
1147
Thurston Springer Miller Herd & Titak
Indiana
$387K -$23.1K -176 -5%
APW
1148
Acima Private Wealth
Virginia
$386K – – –
BFC
1149
Bedel Financial Consulting
Indiana
$386K +$13.1K +100 +3%
SWGC
1150
Summit Wealth Group (Colorado)
Colorado
$386K +$98.5K +750 +30%
44 45
46
47 48