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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1326
Westwood Wealth Management
California
$2.62M -$1.5M -4,977 -38%
FP
1327
Financial Perspectives
Minnesota
$2.62M -$126K -419 -5%
NFG
1328
Northeast Financial Group
Pennsylvania
$2.61M +$1.92M +6,375 +344%
PFA
1329
Pinnacle Family Advisors
Missouri
$2.61M +$83.2K +276 +3%
DQRIM
1330
Dale Q Rice Investment Management
Washington
$2.61M -$1.44M -4,779 -37%
PJWM
1331
Philip James Wealth Mangement
Georgia
$2.61M +$125K +415 +5%
LA
1332
LVW Advisors
New York
$2.61M +$458K +1,519 +23%
CWM
1333
Centric Wealth Management
Illinois
$2.6M +$190K +630 +9%
PCA
1334
Pallas Capital Advisors
Massachusetts
$2.6M +$1.1M +3,660 +81%
PWP
1335
Pursue Wealth Partners
California
$2.6M -$405K -1,344 -14%
SOS
1336
Silver Oak Securities
Tennessee
$2.6M +$229K +761 +10%
PCM
1337
Pennsylvania Capital Management
Pennsylvania
$2.6M +$459K +1,525 +23%
IWS
1338
Integrity Wealth Solutions
Colorado
$2.6M -$130K -430 -5%
AWAU
1339
Alliance Wealth Advisors (Utah)
Utah
$2.6M +$603K +2,000 +32%
RWA
1340
Redhawk Wealth Advisors
Minnesota
$2.59M +$131K +434 +6%
VCM
1341
Versant Capital Management
Arizona
$2.59M +$430K +1,427 +21%
RFP
1342
Root Financial Partners
California
$2.59M -$233K -775 -9%
SIA
1343
Strategic Investment Advisors
Michigan
$2.59M +$121K +401 +5%
PSP
1344
Pacific Sage Partners
Washington
$2.57M +$58.7K +195 +2%
ESBC
1345
E.S. Barr & Co
Kentucky
$2.57M +$148K +490 +6%
AAM
1346
Advisors Asset Management
Colorado
$2.57M +$4.52K +15 +0.2%
PFPT
1347
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.57M -$293K -973 -11%
KHCM
1348
Kirtland Hills Capital Management
Ohio
$2.56M +$116K +386 +5%
PCH
1349
PGIM Custom Harvest
New Jersey
$2.55M -$52.1K -173 -2%
UBV
1350
United Bank (Virginia)
Virginia
$2.55M – – –
52 53
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55 56