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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
4976
Alpha Financial Partners
Kentucky
$1.37M -$185K -785 -13%
SHJ
4977
Sharkey, Howes & Javer
Colorado
$1.37M +$94K +399 +8%
JC
4978
Jentner Corp
Ohio
$1.37M +$236 +1 +0%
HFS
4979
Hoge Financial Services
Pennsylvania
$1.36M +$115K +487 +10%
SWM
4980
Seaside Wealth Management
California
$1.36M +$26.2K +111 +2%
GPW
4981
Genesis Private Wealth
Virginia
$1.36M +$1.28M +5,441 New
AC
4982
AWM Capital
Arizona
$1.36M +$113K +479 +10%
HFAS
4983
Hummer Financial Advisory Services
Illinois
$1.36M – – –
CWM
4984
Centricity Wealth Management
Ohio
$1.36M +$1.28M +5,422 New
CWM
4985
Copia Wealth Management
Oregon
$1.36M +$1.28M +5,421 New
CPM
4986
Connective Portfolio Management
New York
$1.36M +$1.28M +5,420 New
CIEC
4987
Crédit Industriel et Commercial
France
$1.36M +$1.28M +5,420 New
CNBT
4988
Cornerstone National Bank & Trust
Illinois
$1.36M -$4.71K -20 -0.4%
FIBT
4989
First International Bank & Trust
North Dakota
$1.35M -$191K -811 -13%
SCM
4990
Sirios Capital Management
Massachusetts
$1.35M -$44.1K -187 -3%
FPW
4991
Flagship Private Wealth
Massachusetts
$1.34M +$471 +2 +0%
OC
4992
Optima Capital
Oregon
$1.34M +$1.26M +5,353 New
TWM
4993
TSA Wealth Management
Texas
$1.32M +$4.71K +20 +0.4%
PWH
4994
Priebe Wealth Holdings
Minnesota
$1.32M +$133K +566 +12%
KDA
4995
Kraft Davis & Associates
Missouri
$1.32M -$103K -439 -7%
MFG
4996
Mainsail Financial Group
Washington
$1.31M +$236 +1 +0%
CFS
4997
Compass Financial Services
Iowa
$1.31M +$1.24M +5,241 New
LA
4998
LWM Advisors
California
$1.31M +$1.23M +5,240 New
BFP
4999
Beacon Financial Planning
Massachusetts
$1.31M +$707 +3 +0.1%
GWMI
5000
Guardian Wealth Management (Illinois)
Illinois
$1.31M +$1.18K +5 +0.1%
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