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Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
801
Wharton Business Group
Pennsylvania
$274K -$20.4K -105 -6%
DTL
802
Dynamic Technology Lab
Singapore
$274K +$329K +1,697 New
ST
803
Sentinel Trust
Texas
$271K – – –
SFG
804
Sovereign Financial Group
Connecticut
$269K +$323K +1,665 New
AGA
805
Arkos Global Advisors
Texas
$269K +$10.3K +53 +3%
BFG
806
Beacon Financial Group
Texas
$268K -$11.8K -61 -4%
RCAG
807
Rehmann Capital Advisory Group
Michigan
$267K +$23.5K +121 +8%
UIA
808
Ulland Investment Advisors
Minnesota
$264K -$20.2K -104 -6%
PCS
809
Personal CFO Solutions
New Jersey
$262K +$33.5K +173 +12%
MIM
810
Moseley Investment Management
Florida
$261K +$47.9K +247 +18%
IP
811
Ignite Planners
California
$259K +$19.6K +101 +7%
HT
812
Heritage Trust
Oklahoma
$259K +$310K +1,600 New
WGC
813
Watts Gwilliam & Co
Arizona
$252K +$303K +1,565 New
SMFG
814
Sumitomo Mitsui Financial Group
Japan
$250K +$19.4K +100 +7%
GWMR
815
GC Wealth Management RIA
Massachusetts
$249K +$73.7K +380 +33%
RH
816
RFG Holdings
Texas
$248K +$298K +1,536 New
RI
817
Ridgewood Investments
New Jersey
$244K +$293K +1,509 New
CIAS
818
Capital Investment Advisory Services
North Carolina
$243K -$12.6K -65 -4%
JWM
819
JFG Wealth Management
Colorado
$243K -$96.4K -497 -25%
JFG
820
Jefferies Financial Group
New York
$242K -$2.31M -11,908 -89%
CLOS
821
Compagnie Lombard Odier SCmA
Switzerland
$242K +$175K +900 +150%
LAI
822
Legal Advantage Investments
California
$242K +$291K +1,500 New
CIA
823
Concurrent Investment Advisors
Florida
$242K +$6.59K +34 +2%
WC
824
Weil Company
California
$242K +$290K +1,495 New
MGIA
825
Moneta Group Investment Advisors
Missouri
$240K +$42.3K +218 +17%
31 32
33
34 35