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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2051
PSI Advisors
Florida
$548K +$539K +8,939 New
NEIRG
2052
New England Investment & Retirement Group
Massachusetts
$547K -$39.4K -653 -7%
CWM
2053
Confluence Wealth Management
Oregon
$542K – – –
TI
2054
Tidal Investments
Wisconsin
$542K +$82.5K +1,368 +18%
WG
2055
Watchman Group
Texas
$540K +$531K +8,801 New
LS
2056
Leelyn Smith
Illinois
$538K +$535K +8,862 New
KFA
2057
Krane Funds Advisors
New York
$534K -$12.9K -214 -2%
RC
2058
Reik & Co
New York
$534K – – –
KF
2059
Krilogy Financial
Missouri
$534K +$13.3K +220 +3%
DLHL
2060
Donald L. Hagan LLC
Florida
$533K +$844 +14 +0.2%
AIP
2061
Almanack Investment Partners
Pennsylvania
$532K -$51.6K -855 -9%
BOS
2062
Bingham Osborn & Scarborough
California
$531K -$6.21K -103 -1%
CNB
2063
Camden National Bank
Maine
$530K +$28K +465 +6%
SC
2064
SRB Corp
Massachusetts
$530K +$36.6K +606 +8%
FNBOH
2065
First National Bank of Hutchinson
Kansas
$530K +$74.5K +1,235 +17%
RTC
2066
Riverview Trust Company
Washington
$529K -$2.05K -34 -0.4%
BWCS
2067
Beirne Wealth Consulting Services
Connecticut
$528K -$148K -2,459 -22%
PWMG
2068
Prestige Wealth Management Group
New Jersey
$527K +$60 +1 +0%
CC
2069
Cypress Capital
Tennessee
$527K +$19.2K +319 +4%
RGC
2070
Roberts, Glore & Co
Illinois
$526K +$181K +3,000 +54%
BI
2071
Ballast Inc
Kentucky
$524K +$26.8K +445 +5%
AC
2072
Avestar Capital
New York
$524K +$71.4K +1,184 +16%
SWMG
2073
Strategic Wealth Management Group
Maryland
$524K +$123K +2,032 +31%
BFA
2074
Beacon Financial Advisory
Ohio
$523K +$514K +8,518 New
BMM
2075
Buffington Mohr McNeal
Idaho
$521K -$10.6K -175 -2%
81 82
83
84 85