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Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
2776
Summit Wealth Group
Vermont
$444K – – –
WCA
2777
Westover Capital Advisors
Delaware
$444K -$7.23K -24 -2%
ACM
2778
Alta Capital Management
Utah
$444K +$421K +1,397 New
BBL
2779
Beck Bode LLC
Massachusetts
$444K +$421K +1,397 New
HC
2780
Headland Capital
South Carolina
$443K +$71.7K +238 +21%
PCS
2781
Private Client Services
Kentucky
$443K +$149K +495 +55%
CWMP
2782
Clarion Wealth Managment Partners
Virginia
$442K +$419K +1,391 New
AT
2783
Arlington Trust
Alabama
$442K -$113K -375 -21%
SFS
2784
Security Financial Services
Indiana
$442K +$6.63K +22 +2%
SHFP
2785
Second Half Financial Partners
Florida
$441K +$70.2K +233 +20%
WI
2786
WBI Investments
New Jersey
$441K -$479K -1,590 -53%
FCG
2787
Financial Connections Group
California
$441K +$172K +572 +70%
QP
2788
Quartz Partners
New York
$441K +$164K +543 +64%
IW
2789
Instrumental Wealth
Florida
$440K +$14.8K +49 +4%
NWM
2790
Nova Wealth Management
Florida
$440K +$55.7K +185 +15%
FSWA
2791
Financial Synergies Wealth Advisors
Texas
$438K +$43.4K +144 +12%
SAM
2792
S.A. Mason
Michigan
$438K -$58.4K -194 -12%
GPFA
2793
Game Plan Financial Advisors
Ohio
$438K +$256K +850 +161%
LA
2794
Lynch & Associates
Indiana
$438K +$12.7K +42 +3%
RTC
2795
Real Talk Capital
Tennessee
$437K +$415K +1,376 New
FF
2796
Francis Financial
$436K +$31.3K +104 +8%
SFG
2797
SevenBridge Financial Group
Pennsylvania
$436K +$26.2K +87 +7%
TAM
2798
Tocqueville Asset Management
New York
$436K – – –
LFS
2799
Leibman Financial Services
Nebraska
$435K -$85K -282 -17%
GWSA
2800
Global Wealth Strategies & Associates
Colorado
$435K -$11.4K -38 -3%
110 111
112
113 114