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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
2051
Matrix Private Capital Group
New York
$725K +$3.18K +60 +0.4%
RFA
2052
Resurgent Financial Advisors
Georgia
$724K +$190K +3,589 +34%
MAWAG
2053
Mid-American Wealth Advisory Group
Missouri
$723K -$60.3K -1,139 -7%
GA
2054
Geller Advisors
New York
$721K -$32.1K -606 -4%
RCG
2055
Regatta Capital Group
California
$721K -$28.9K -545 -4%
SJIM
2056
St. Johns Investment Management
Florida
$720K +$32.7K +617 +5%
PP
2057
Patron Partners
Texas
$718K +$66.3K +1,252 +10%
NB
2058
Nicolet Bankshares
Wisconsin
$718K +$210K +3,960 +39%
SAM
2059
Security Asset Management
New York
$717K +$45.1K +852 +6%
RTS
2060
Round Table Services
New Jersey
$716K +$59.4K +1,121 +9%
SWM
2061
Selective Wealth Management
Virginia
$715K -$6.99K -132 -0.9%
GG
2062
Greenwood Gearhart
Arkansas
$713K -$5.09M -96,121 -87%
BAM
2063
Boyar Asset Management
New York
$713K +$37.1K +700 +5%
AIM
2064
Avity Investment Management
Connecticut
$712K +$37.1K +700 +5%
SAM
2065
Secure Asset Management
Michigan
$710K +$57.5K +1,085 +8%
SC
2066
Steph & Co
Wisconsin
$708K +$36.1K +681 +5%
WCF
2067
West Coast Financial
California
$707K -$5.88K -111 -0.8%
SFA
2068
Souders Financial Advisors
Ohio
$703K -$20.9K -395 -3%
AMC
2069
Asset Management Corp
Illinois
$701K -$5.19K -98 -0.7%
SLWA
2070
San Luis Wealth Advisors
California
$701K – – –
MS
2071
Madden Securities
Texas
$700K -$1.53M -28,915 -68%
FW
2072
FirstPurpose Wealth
Utah
$696K +$98.5K +1,860 +16%
SP
2073
Successful Portfolios
Florida
$695K -$194K -3,670 -21%
GIM
2074
Greylin Investment Management
Virginia
$695K +$382K +7,210 +112%
ACP
2075
Aveo Capital Partners
Colorado
$693K -$26.8K -505 -4%
81 82
83
84 85