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Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
2601
Sage Private Wealth Group
Illinois
$423K +$229 +1 +0.1%
DI
2602
DFPG Investments
Utah
$423K +$36.3K +159 +10%
EFG
2603
Everhart Financial Group
Ohio
$422K +$412K +1,801 New
LWP
2604
Legacy Wealth Planning
Nevada
$421K – – –
SRC
2605
Shufro Rose & Co
New York
$419K -$129K -566 -24%
BFS
2606
Bickling Financial Services
Massachusetts
$417K +$110K +482 +37%
AIP
2607
Ahrens Investment Partners
Louisiana
$416K +$5.03K +22 +1%
TCM
2608
Tran Capital Management
California
$413K – – –
SAM
2609
Strategy Asset Managers
California
$412K -$9.37K -41 -2%
CCM
2610
Carlson Capital Management
Minnesota
$411K +$8.92K +39 +2%
GSBTD
2611
Glenview State Bank Trust Department
Illinois
$410K – – –
ACP
2612
Arcus Capital Partners
Georgia
$410K +$42.8K +187 +12%
WRM
2613
Weybosset Research & Management
Rhode Island
$408K – – –
CST
2614
Charles Schwab Trust
Nevada
$408K +$29.3K +128 +8%
SNBOSCI
2615
Security National Bank of Sioux City Iowa
Iowa
$407K +$398K +1,739 New
WW
2616
Westshore Wealth
California
$403K – – –
QAM
2617
QCI Asset Management
New York
$401K -$103K -452 -21%
JGIA
2618
Jackson Grant Investment Advisers
Connecticut
$400K +$6.86K +30 +2%
TWA
2619
TPB Wealth Advisors
Texas
$399K +$1.14K +5 +0.3%
JEST
2620
JTC Employer Solutions Trustee
Jersey
$398K +$389K +1,700 New
MAM
2621
Marquette Asset Management
Minnesota
$397K – – –
LI
2622
LVZ Inc
Michigan
$397K +$24.9K +109 +7%
PPWM
2623
PFG Private Wealth Management
Florida
$396K +$75K +328 +24%
BWA
2624
Burt Wealth Advisors
Maryland
$394K – – –
AFS
2625
Annapolis Financial Services
Maryland
$393K -$1.14K -5 -0.3%
103 104
105
106 107