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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1851
Copperwynd Financial
Arizona
$537K +$51.6K +296 +13%
BFA
1852
Bragg Financial Advisors
North Carolina
$537K – – –
PFG
1853
PAX Financial Group
Texas
$536K -$24.4K -140 -5%
MIA
1854
MainStreet Investment Advisors
Illinois
$535K +$16.7K +96 +4%
AC
1855
ASB Consultores
Florida
$534K +$67.5K +387 +18%
LDB
1856
Lee, Danner & Bass
Tennessee
$534K – – –
FMII
1857
Farmers & Merchants Investments Inc
Nebraska
$534K +$17.4K +100 +4%
NRI
1858
NFP Retirement Inc
California
$533K +$74K +424 +20%
DWP
1859
Daymark Wealth Partners
Ohio
$532K +$137K +784 +44%
CM
1860
Capula Management
Cayman Islands
$532K -$2.75M -15,789 -86%
MAA
1861
Matrix Asset Advisors
New York
$531K +$872 +5 +0.2%
DSC
1862
Duncker Streett & Co
Missouri
$531K – – –
LA
1863
Latitude Advisors
Florida
$531K +$39.3K +225 +10%
RFA
1864
Resurgent Financial Advisors
Georgia
$529K -$7.33K -42 -2%
CWA
1865
Choice Wealth Advisors
Maine
$529K – – –
PFS
1866
Physicians Financial Services
North Carolina
$528K +$2.62K +15 +0.6%
LRPA
1867
L. Roy Papp & Associates
Arizona
$527K +$33.5K +192 +8%
ACM
1868
Allred Capital Management
Texas
$526K +$33.3K +191 +8%
AMM
1869
American Money Management
California
$525K +$16.7K +96 +4%
CT
1870
Caldwell Trust
Florida
$524K -$1.92K -11 -0.4%
TWD
1871
True Wealth Design
Ohio
$524K +$10.5K +60 +2%
SWM
1872
Sugarloaf Wealth Management
Georgia
$524K +$3.14K +18 +0.7%
SACTSONJ
1873
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$523K – – –
WC
1874
Waterloo Capital
Texas
$522K +$439K +2,517 New
CCA
1875
Clearwater Capital Advisors
Illinois
$522K +$91.2K +523 +26%
73 74
75
76 77