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Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1651
Trek Financial
Arizona
$618K +$681K +7,558 New
WP
1652
WealthPLAN Partners
Nebraska
$617K +$83K +922 +14%
CFG
1653
Carr Financial Group
Massachusetts
$616K -$212K -2,359 -24%
TYCC
1654
Texas Yale Capital Corp
Florida
$615K +$678K +7,524 New
JSL
1655
JT Stratford LLC
Georgia
$614K +$24.7K +274 +4%
OPWM
1656
Oxinas Partners Wealth Management
Indiana
$612K -$174K -1,937 -21%
KNW
1657
Kesler Norman & Wride
Utah
$612K -$135K -1,499 -17%
MWM
1658
Maridea Wealth Management
New York
$611K +$82.2K +913 +14%
BP
1659
BBR Partners
New York
$603K +$51.5K +572 +8%
JIR
1660
James Investment Research
Ohio
$600K +$55.6K +617 +9%
VFA
1661
Voya Financial Advisors
Connecticut
$600K -$123K -1,367 -16%
CIA
1662
Capital Investment Advisors
Georgia
$600K +$66K +733 +11%
CPW
1663
Catalyst Private Wealth
California
$599K -$24.2K -269 -4%
SOW
1664
State of Wyoming
Wyoming
$596K -$28.1K -312 -4%
HA
1665
Harbor Advisors
Florida
$596K – – –
AIA
1666
AssuredPartners Investment Advisors
Florida
$595K -$399K -4,433 -38%
BFPW
1667
BOK Financial Private Wealth
Colorado
$594K +$59K +655 +10%
OCA
1668
Odyssey Capital Advisors
Pennsylvania
$593K +$654K +7,261 New
CIP
1669
Convergence Investment Partners
Florida
$593K -$73.7K -818 -10%
OP
1670
ORG Partners
Indiana
$593K +$33.7K +374 +5%
GI
1671
GAMCO Investors
Connecticut
$592K +$93.1K +1,034 +17%
NAS
1672
Nicolet Advisory Services
Wisconsin
$590K -$142K -1,577 -18%
DWM
1673
Dogwood Wealth Management
Kansas
$589K -$147K -1,630 -18%
MA
1674
MONECO Advisors
Connecticut
$588K +$4.68K +52 +0.7%
ESB
1675
Essex Savings Bank
Connecticut
$583K -$33K -366 -5%
65 66
67
68 69