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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
951
Sound Income Strategies
Florida
$51K +$45.4K +1,095 +292%
WAS
952
Winch Advisory Services
Wisconsin
$50K +$5.6K +135 +10%
PMFA
953
Plante Moran Financial Advisors
Michigan
$50K +$57.8K +1,395 +4,650%
CA
954
CastleArk Alternatives
Illinois
$50K +$59.1K +1,425 New
WT
955
Washington Trust
Rhode Island
$48K +$57.8K +1,395 New
OFG
956
OmniStar Financial Group
North Carolina
$47K +$55.3K +1,335 New
AW
957
Alpha Windward
Massachusetts
$45K – – –
WCG
958
Weaver Consulting Group
California
$44K +$11.8K +285 +29%
EWP
959
Engrave Wealth Partners
Texas
$42K -$221K -5,325 -81%
HI
960
Hoey Investments
Pennsylvania
$42K +$49.7K +1,200 New
TPCW
961
TD Private Client Wealth
New York
$41.4K -$18K -435 -27%
FMP
962
Financial Management Professionals
Texas
$41K – – –
NCM
963
New Capital Management
Texas
$40K -$75.9K -1,830 -61%
MIFH
964
Migdal Insurance & Financial Holdings
Israel
$40K -$18.7K -450 -28%
BBA
965
Braun-Bostich & Associates
Pennsylvania
$40K +$4.35K +105 +9%
IF
966
Ironwood Financial
Arizona
$40K +$12.4K +300 +36%
LS
967
Leelyn Smith
Illinois
$39K -$16.8K -405 -27%
AFIA
968
America First Investment Advisors
Nebraska
$39K – – –
SIM
969
Sonora Investment Management
Arizona
$39K +$5.6K +135 +14%
ZB
970
Zions Bancorporation
Utah
$39K +$6.84K +165 +17%
PP
971
PrairieView Partners
Minnesota
$38K +$44.8K +1,080 New
AP
972
Atwood & Palmer
Missouri
$37K – – –
ADL
973
Asset Dedication LLC
California
$37K +$622 +15 +1%
CAGAS
974
Capital Advisory Group Advisory Services
Minnesota
$37K +$43.5K +1,050 New
AIM
975
Anchor Investment Management
South Carolina
$36.7K +$6.22K +150 +17%
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