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Name Holding Trade Value Shares
Change 		Change in
Stake
FIC
3176
FCG Investment Company
Tennessee
$439K +$12.9K +47 +3%
BFWM
3177
Bright Futures Wealth Management
New York
$439K -$115K -419 -20%
LFA
3178
Legend Financial Advisors
Pennsylvania
$435K +$427K +1,558 +1,558%
SRC
3179
Shufro Rose & Co
New York
$434K +$19.2K +70 +4%
WPWM
3180
Western Pacific Wealth Management
Illinois
$433K +$274 +1 +0.1%
TWA
3181
Tandem Wealth Advisors
Arizona
$431K – – –
VCM
3182
Vivaldi Capital Management
Illinois
$431K +$66.6K +243 +17%
YWM
3183
Yoder Wealth Management
California
$431K -$13.4K -49 -3%
NIWA
3184
New Insight Wealth Advisors
California
$431K -$2.74K -10 -0.6%
PS
3185
Planned Solutions
California
$430K – – –
MS
3186
Maven Securities
Jersey
$430K -$681K -2,483 -60%
WDG
3187
Wealth Dimensions Group
Ohio
$428K -$34.3K -125 -7%
CFP
3188
Cascade Financial Partners
California
$428K +$15.1K +55 +3%
SSW
3189
Smith Shellnut Wilson
Mississippi
$428K +$2.19K +8 +0.5%
SGWM
3190
Sterling Group Wealth Management
California
$428K +$446K +1,629 New
NRW
3191
Nova R Wealth
Kansas
$426K +$274 +1 +0.1%
PIM
3192
Pullen Investment Management
Florida
$425K +$51K +186 +13%
FSA
3193
Financial Security Advisor
Virginia
$425K +$1.92K +7 +0.4%
VDI
3194
Vaughan David Investments
Illinois
$425K -$271K -990 -38%
CAGAS
3195
Capital Advisory Group Advisory Services
Minnesota
$423K – – –
EB
3196
Exchange Bank
California
$423K -$20.6K -75 -4%
OC
3197
Oarsman Capital
Wisconsin
$422K +$10.7K +39 +2%
CFG
3198
Carr Financial Group
Massachusetts
$421K +$3.29K +12 +0.8%
VP
3199
Verum Partners
North Carolina
$420K +$24.7K +90 +6%
FDCP
3200
Foster Dykema Cabot & Partners
Massachusetts
$420K -$11K -40 -2%
126 127
128
129 130