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Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
2401
Pinion Investment Advisors
Kansas
$372K +$47.2K +1,019 +16%
AFW
2402
Atlantic Family Wealth
Florida
$372K +$60K +1,294 +21%
WA
2403
WBH Advisory
Maryland
$372K -$14.9K -322 -4%
OAS
2404
Optivise Advisory Services
Tennessee
$371K -$128K -2,769 -27%
CGH
2405
CMG Global Holdings
Texas
$370K -$18.9K -408 -5%
CCG
2406
Chatham Capital Group
Georgia
$370K – – –
DDC
2407
DF Dent & Co
Maryland
$370K -$130K -2,809 -28%
SFG
2408
Strive Financial Group
Indiana
$369K -$185 -4 -0.1%
KFC
2409
Klingenstein Fields & Co
New York
$369K +$18.5K +400 +6%
LWM
2410
LJI Wealth Management
Indiana
$367K +$463 +10 +0.1%
LF
2411
LifeSteps Financial
California
$367K -$3.89K -84 -1%
WSFG
2412
Wall Street Financial Group
Illinois
$367K +$338K +7,303 New
SFGP
2413
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$366K +$47.4K +1,023 +16%
MAG
2414
Meadowbrook Advisors Group
New Jersey
$366K +$3.75K +81 +1%
NPFS
2415
Novak & Powell Financial Services
Florida
$366K +$11.4K +245 +3%
CWA
2416
Canvas Wealth Advisors
Kansas
$365K +$15.3K +331 +5%
FC
2417
Fairscale Capital
New Hampshire
$365K – – –
TW
2418
TritonPoint Wealth
Maryland
$364K +$17.4K +375 +5%
TSWM
2419
Triangle Securities Wealth Management
North Carolina
$364K – – –
DSC
2420
Duncker Streett & Co
Missouri
$363K – – –
BMC
2421
Benin Management Corp
Connecticut
$363K – – –
HC
2422
Hamilton Capital
Ohio
$363K -$88.1K -1,900 -21%
VFP
2423
Verus Financial Partners
Virginia
$363K -$18.2K -392 -5%
CAM
2424
Chesapeake Asset Management
New York
$361K +$9.96K +215 +3%
PFA
2425
Portland Financial Advisors
New York
$360K – – –
95 96
97
98 99