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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1826
Avestar Capital
New York
$1.79M -$106K -454 -5%
FFS
1827
Founders Financial Securities
Maryland
$1.78M +$86.1K +367 +5%
MFG
1828
Merit Financial Group
Georgia
$1.78M +$16.4K +70 +0.9%
PMFA
1829
Plante Moran Financial Advisors
Michigan
$1.78M -$295K -1,260 -14%
SLF
1830
Sun Life Financial
Ontario, Canada
$1.78M +$440K +1,875 +31%
SI
1831
Scharf Investments
California
$1.77M +$310K +1,322 +20%
ARMT
1832
Amica Retiree Medical Trust
Rhode Island
$1.77M -$654K -2,791 -26%
PPG
1833
Peak Planning Group
Colorado
$1.76M +$1.86M +7,922 New
DC
1834
DeDora Capital
California
$1.76M +$48.3K +206 +3%
AWS
1835
AJ Wealth Strategies
New York
$1.76M +$55.6K +237 +3%
PSP
1836
Principal Street Partners
Tennessee
$1.75M -$473K -2,015 -20%
HIC
1837
Harvey Investment Company
Kentucky
$1.75M +$1.17M +5,000 +174%
AAM
1838
Ascension Asset Management
New York
$1.75M – – –
BOPW
1839
Brandywine Oak Private Wealth
Pennsylvania
$1.74M -$47.4K -202 -3%
CPC
1840
Congress Park Capital
New York
$1.73M -$58.6K -250 -3%
GWM
1841
Gray Wealth Management
Maine
$1.72M -$12.4K -53 -0.7%
FHC
1842
First Heartland Consultants
Missouri
$1.72M +$37.5K +160 +2%
OFS
1843
Orrstown Financial Services
Pennsylvania
$1.72M +$2.11K +9 +0.1%
WA
1844
Wealth Alliance
New York
$1.71M -$30.5K -130 -2%
IP
1845
Investment Partners
Ohio
$1.71M -$96.8K -413 -5%
IF
1846
Intrua Financial
Texas
$1.71M +$147K +627 +9%
SMC
1847
Smith, Moore & Co
Missouri
$1.71M +$6.8K +29 +0.4%
BG
1848
Bollard Group
Massachusetts
$1.71M +$471K +2,008 +36%
LPIC
1849
LeJeune Puetz Investment Counsel
Michigan
$1.7M +$128K +547 +8%
IP
1850
Intellectus Partners
California
$1.7M – – –
72 73
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