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Name Holding Trade Value Shares
Change 		Change in
Stake
SGK
2051
Steigerwald Gordon & Koch
Virginia
$672K -$180K -789 -23%
SWA
2052
Sax Wealth Advisors
New Jersey
$672K +$142K +622 +32%
ARMT
2053
Amica Retiree Medical Trust
Rhode Island
$671K +$584K +2,563 New
WA
2054
Wambolt & Associates
Colorado
$671K -$234K -1,028 -28%
OL
2055
Owen LaRue
Kentucky
$669K -$56.3K -247 -9%
AWS
2056
Arkfeld Wealth Strategies
Nebraska
$669K +$60.9K +267 +11%
FFG
2057
Fiduciary Financial Group
California
$668K -$2.05K -9 -0.3%
SI
2058
Symmetry Investments
Jersey
$667K -$1.36M -5,985 -70%
MFGM
2059
Marshall Financial Group (Maryland)
Maryland
$666K +$21K +92 +4%
D
2060
Diversified
Delaware
$664K +$29K +127 +5%
DE
2061
Diversified Enterprises
Delaware
$664K +$579K +2,539 New
SFG
2062
Sterling Financial Group
California
$664K +$33.5K +147 +6%
USWIA
2063
UP Strategic Wealth Investment Advisors
Pennsylvania
$664K +$579K +2,538 New
WA
2064
WBH Advisory
Maryland
$664K -$167K -731 -22%
WG
2065
Welch Group
Alabama
$663K +$125K +546 +27%
AWM
2066
Affinity Wealth Management
Delaware
$663K – – –
SWA
2067
Strata Wealth Advisors
Texas
$663K +$57.7K +253 +11%
AC
2068
Allstate Corporation
Illinois
$660K -$1.37M -6,023 -70%
SACTSONJ
2069
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$659K – – –
WP
2070
WealthShield Partners
North Carolina
$659K +$75K +329 +15%
EPA
2071
Element Pointe Advisors
Florida
$658K – – –
EA
2072
Eclectic Associates
California
$657K – – –
PSCM
2073
Per Stirling Capital Management
Texas
$657K -$507K -2,223 -47%
CAGAS
2074
Capital Advisory Group Advisory Services
Minnesota
$656K +$34.7K +152 +6%
GBT
2075
Grove Bank & Trust
Florida
$656K +$111K +486 +24%
81 82
83
84 85