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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2501
Plotkin Financial Advisors
Maryland
$3.28M +$25.1K +324 +0.9%
AFAS
2502
Acorn Financial Advisory Services
Virginia
$3.27M +$107K +1,380 +4%
PWS
2503
Private Wealth Strategies
Ohio
$3.27M -$321K -4,136 -10%
FIA
2504
Foundations Investment Advisors
Arizona
$3.27M +$1.21M +15,644 +77%
CA
2505
Cortland Associates
Missouri
$3.27M -$135K -1,744 -5%
SSW
2506
Smith Shellnut Wilson
Mississippi
$3.27M – – –
HDIM
2507
Hanson & Doremus Investment Management
Vermont
$3.26M -$1.16M -14,988 -30%
LFG
2508
Larson Financial Group
Missouri
$3.25M -$802K -10,344 -22%
PP
2509
PrairieView Partners
Minnesota
$3.25M -$44.9K -580 -2%
FCIM
2510
Fairview Capital Investment Management
California
$3.24M -$13.9K -180 -0.5%
BCFS
2511
Butensky & Cohen Financial Security
Florida
$3.23M -$455K -5,876 -14%
AA
2512
Argent Advisors
Louisiana
$3.23M +$333K +4,296 +14%
BAM
2513
Blueshift Asset Management
New Jersey
$3.23M +$2.74M +35,376 New
SW
2514
StrongBox Wealth
Missouri
$3.21M +$135K +1,736 +5%
CP
2515
Camelot Portfolios
Ohio
$3.2M -$1.42M -18,348 -34%
JDR
2516
Jay D. Rosenbaum
$3.2M -$166K -2,140 -6%
OAM
2517
Ostrum Asset Management
France
$3.19M -$511K -6,600 -16%
MFP
2518
Meridian Financial Partners
Virginia
$3.19M +$446K +5,752 +21%
NIP
2519
Nicholas Investment Partners
California
$3.19M – – –
AFA
2520
American Financial Advisors
Georgia
$3.19M -$153K -1,972 -5%
UH
2521
Unigestion Holding
Switzerland
$3.18M -$972K -12,544 -26%
JCM
2522
Jacobsen Capital Management
Utah
$3.18M +$2.7M +34,844 New
DM
2523
Diker Management
New York
$3.17M +$930 +12 +0%
LDFR
2524
Lehman & Derafelo Financial Resources
Pennsylvania
$3.17M -$543K -7,008 -17%
POIA
2525
Pin Oak Investment Advisors
Texas
$3.17M +$26K +336 +1%
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