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Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
2951
LifePlan Financial Group
Ohio
$258K – – –
DC
2952
Derby & Company
Massachusetts
$257K – – –
SC
2953
Stratford Consulting
Texas
$256K +$1.05K +20 +0.4%
CBOR
2954
Community Bank of Raymore
Missouri
$255K +$238K +4,548 New
FPIS
2955
Financial Planning & Information Services
Wisconsin
$254K -$29.3K -560 -11%
CWM
2956
Cedar Wealth Management
California
$254K -$13.6K -260 -5%
HCM
2957
Howard Capital Management
Georgia
$254K -$9.41K -180 -4%
SMG
2958
Smart Money Group
Texas
$253K -$2.3K -44 -1%
AIFS
2959
A&I Financial Services
Colorado
$251K -$5.86K -112 -2%
MMM
2960
Mendel Money Management
Illinois
$251K -$2.93K -56 -1%
F
2961
Filament
Washington
$251K +$235K +4,492 New
LFGH
2962
Lee Financial Group Hawaii
Hawaii
$250K +$418 +8 +0.2%
AIA
2963
Arcadia Investment Advisors
Idaho
$248K – – –
HGWM
2964
Harvest Group Wealth Management
Massachusetts
$248K -$1.05K -20 -0.4%
HS
2965
HighVista Strategies
Massachusetts
$246K -$439K -8,400 -66%
QFA
2966
Quattro Financial Advisors
Texas
$246K – – –
NC
2967
NewSquare Capital
Pennsylvania
$242K -$360K -6,880 -61%
MI
2968
Moneywise Inc
Virginia
$242K – – –
SA
2969
SRH Advisors
Kansas
$241K – – –
STB
2970
S&T Bank
Pennsylvania
$241K +$5.44K +104 +2%
FA
2971
Financial Advantage
Maryland
$240K +$58.6K +1,120 +35%
BFA
2972
Brendel Financial Advisors
New Hampshire
$238K – – –
MAG
2973
Mokosak Advisory Group
Iowa
$238K +$627 +12 +0.3%
DIS
2974
Diversified Investment Strategies
Louisiana
$237K +$4.39K +84 +2%
DMK
2975
David M. Knott
$236K -$5.02M -96,000 -96%
117 118
119
120 121