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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
2051
Cooper Financial Group
California
$472K +$20.8K +552 +5%
RCG
2052
Regatta Capital Group
California
$471K +$7.05K +187 +2%
SAA
2053
Southeast Asset Advisors
Georgia
$469K -$74K -1,965 -14%
LWP
2054
Lumature Wealth Partners
Georgia
$468K +$158K +4,187 +54%
W
2055
WealthOne
New York
$468K -$23.1K -613 -5%
HGERS
2056
Householder Group Estate & Retirement Specialist
Arizona
$468K -$84.2K -2,236 -16%
WF
2057
Wayfinding Financial
Washington
$467K -$5.43K -144 -2%
AC
2058
Addison Capital
Pennsylvania
$467K +$188 +5 +0%
DWMS
2059
Dominguez Wealth Management Solutions
Virginia
$465K +$445K +11,798 New
WAG
2060
Wallace Advisory Group
California
$465K +$444K +11,796 New
SFG
2061
Sather Financial Group
Texas
$465K +$444K +11,795 New
WDG
2062
Wealth Dimensions Group
Ohio
$464K +$4.29K +114 +1%
MPCG
2063
Matrix Private Capital Group
New York
$464K -$36.3K -963 -8%
PP
2064
PDS Planning
Ohio
$464K -$60.7K -1,611 -12%
MCM
2065
Monarch Capital Management
Indiana
$463K +$29K +770 +7%
BHWA
2066
Beacon Harbor Wealth Advisors
Virginia
$460K +$440K +11,686 New
CBFP
2067
Cedar Brook Financial Partners
Ohio
$460K -$125K -3,320 -22%
AAS
2068
Annex Advisory Services
Wisconsin
$459K -$133K -3,519 -23%
CPWA
2069
Cerro Pacific Wealth Advisors
California
$457K +$13.8K +365 +3%
PFBT
2070
Parkside Financial Bank & Trust
Missouri
$456K +$50K +1,328 +13%
CBT
2071
Central Bank & Trust
Kentucky
$455K -$181K -4,805 -29%
SAM
2072
Security Asset Management
New York
$455K +$123K +3,273 +40%
CCG
2073
Chatham Capital Group
Georgia
$453K -$139K -3,700 -24%
OPA
2074
Old Port Advisors
Maine
$452K -$132K -3,493 -23%
MLFP
2075
MPS Loria Financial Planners
Illinois
$452K -$32.9K -872 -7%
81 82
83
84 85