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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1851
Maripau Wealth Management
Indiana
$316K +$279K +3,384 New
CCG
1852
Capital CS Group
California
$314K +$277K +3,366 New
HBT
1853
Hills Bank & Trust
Iowa
$313K – – –
PTC
1854
Petrus Trust Company
Texas
$313K +$276K +3,356 New
MWM
1855
Mindset Wealth Management
Indiana
$312K -$9.38K -114 -3%
SGCA
1856
Steel Grove Capital Advisors
Tennessee
$311K +$274K +3,331 New
SFG
1857
Sovereign Financial Group
Connecticut
$310K -$88.7K -1,077 -24%
BCM
1858
Berbice Capital Management
New York
$310K – – –
CIAS
1859
CFS Investment Advisory Services
New Jersey
$310K +$274K +3,323 New
VFG
1860
Victory Financial Group
Texas
$308K +$272K +3,301 New
OL
1861
one8zero8 LLC
North Carolina
$308K +$272K +3,300 New
GWANC
1862
Guardian Wealth Advisors (North Carolina)
North Carolina
$308K +$6.5K +79 +2%
FWM
1863
Focused Wealth Management
New York
$308K +$73.7K +895 +37%
CGIM
1864
Capital Group Investment Management
Singapore
$307K -$457K -5,551 -63%
MFG
1865
Monte Financial Group
Connecticut
$307K +$823 +10 +0.3%
RFA
1866
Register Financial Advisors
Georgia
$305K -$9.63K -117 -3%
LGW
1867
Leslie Global Wealth
Illinois
$304K +$33.5K +407 +14%
FG
1868
Foster Group
Iowa
$304K +$4.61K +56 +2%
SH
1869
SLT Holdings
Arizona
$302K +$266K +3,235 New
BLFG
1870
Brian Low Financial Group
Louisiana
$300K +$265K +3,215 New
QPWM
1871
Quadrant Private Wealth Management
Pennsylvania
$299K +$264K +3,208 New
APW
1872
Austin Private Wealth
Texas
$299K -$74.9K -910 -22%
FFN
1873
Focus Financial Network
Minnesota
$298K +$25.4K +308 +11%
BCM
1874
Boreal Capital Management
Florida
$297K +$262K +3,184 New
PA
1875
PFG Advisors
Arizona
$297K +$262K +3,178 New
73 74
75
76 77