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Name Holding Trade Value Shares
Change 		Change in
Stake
DFG
1151
Delta Financial Group
New Jersey
$379K +$390K +1,715 New
UAG
1152
United Advisor Group
Ohio
$379K -$29.6K -130 -7%
CWA
1153
Canvas Wealth Advisors
Kansas
$378K +$14.6K +64 +4%
XSC
1154
X-Square Capital
Puerto Rico
$377K – – –
MP
1155
McDonald Partners
Ohio
$376K -$11.4K -50 -3%
KAS
1156
KPP Advisory Services
Kentucky
$376K -$9.1K -40 -2%
WIA
1157
World Investment Advisors
California
$374K -$176K -776 -31%
MHR
1158
Matthew Hamilton Rosenberg
$374K -$20.5K -90 -5%
RIP
1159
RAM Investment Partners
Washington
$374K -$20.2K -89 -5%
MAG
1160
MRA Advisory Group
New Jersey
$373K +$385K +1,691 New
JIC
1161
Johnson Investment Counsel
Ohio
$372K +$12.1K +53 +3%
SWA
1162
Sax Wealth Advisors
New Jersey
$370K +$4.32K +19 +1%
TSW
1163
Three Seasons Wealth
Utah
$370K +$381K +1,676 New
WA
1164
Wealth Alliance
New York
$367K +$11.8K +52 +3%
A
1165
Argentarii
Ohio
$366K +$377K +1,658 New
WDA
1166
Wendell David Associates
New Hampshire
$365K -$34.1K -150 -8%
CFSG
1167
Clark Financial Services Group
Missouri
$363K +$26.6K +117 +8%
FFA
1168
Florida Financial Advisors
Florida
$362K +$373K +1,638 New
PSP
1169
Pacific Sage Partners
Washington
$362K – – –
PWMAG
1170
Pinnacle Wealth Management Advisory Group
New Jersey
$361K -$4.32K -19 -1%
NFSG
1171
Newbridge Financial Services Group
Florida
$361K +$372K +1,636 New
CCA
1172
Catalyst Capital Advisors
New York
$361K +$165K +726 +80%
PA
1173
PFG Advisors
Arizona
$359K -$5.69K -25 -2%
QFA
1174
Quantum Financial Advisors
California
$359K – – –
BW
1175
Blalock Williams
Alabama
$358K +$368K +1,620 New
45 46
47
48 49