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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
3026
Kelly Financial Services
Massachusetts
$769K -$14.2K -220 -2%
MCC
3027
Malaga Cove Capital
California
$768K – – –
TWM
3028
Tolleson Wealth Management
Texas
$766K +$137K +2,128 +26%
SFPG
3029
Stonebridge Financial Planning Group
Florida
$766K +$671K +10,432 New
EW
3030
Element Wealth
Mississippi
$765K +$671K +10,424 New
UWPG
3031
Ullmann Wealth Partners Group
Florida
$763K -$230K -3,568 -26%
EFIC
3032
Eliot Finkel Investment Counsel
California
$759K – – –
GWI
3033
Grace & White Inc
New York
$758K – – –
ACM
3034
Alethea Capital Management
Washington
$756K -$557K -8,664 -46%
CCA
3035
Conestoga Capital Advisors
Pennsylvania
$755K -$7.72K -120 -1%
HSWM
3036
Hubbell Strickland Wealth Management
Louisiana
$753K -$26K -404 -4%
ZIG
3037
Zuckerman Investment Group
Illinois
$752K -$14.7K -228 -2%
DIP
3038
DT Investment Partners
Pennsylvania
$751K +$232K +3,600 +54%
FWM
3039
FFT Wealth Management
Pennsylvania
$751K +$658K +10,224 New
ETC
3040
Exchange Traded Concepts
Oklahoma
$751K +$658K +10,232 New
PEA
3041
Pacific Edge Advisors
California
$749K +$194K +3,012 +42%
PA
3042
Paragon Advisors
Texas
$748K +$620K +9,640 New
SL
3043
Salomon & Ludwin
Virginia
$745K -$20.1K -312 -3%
HCA
3044
Heck Capital Advisors
Wisconsin
$745K +$23.9K +372 +4%
OWM
3045
Orgel Wealth Management
Wisconsin
$741K -$16.2K -252 -2%
OAM
3046
Oberweis Asset Management
Illinois
$741K +$257 +4 +0%
CC
3047
Centiva Capital
New York
$740K -$2.72M -42,320 -81%
EPP
3048
ETF Portfolio Partners
Kansas
$740K – – –
DA
3049
DCF Advisers
Connecticut
$734K +$643K +10,000 New
ADMI
3050
Albert D. Mason Inc
Massachusetts
$733K -$20.6K -320 -3%
120 121
122
123 124