Name Holding Trade Value Shares
Change
Change in
Stake
NFA
2051
Northern Financial Advisors
Michigan
$437K +$68.6K +644 +19%
SEP
2052
Southland Equity Partners
Missouri
$437K +$139K +1,306 +48%
AIFAIM
2053
American Institute for Advanced Investment Management
Arizona
$437K – – –
SRC
2054
Stone Run Capital
New York
$436K – – –
WAM
2055
Westport Asset Management
Connecticut
$436K – – –
T
2056
TRUADVICE
Florida
$436K -$16.1K -151 -4%
FFA
2057
Founders Financial Alliance
North Carolina
$436K -$60.5K -568 -12%
SSA
2058
Schonfeld Strategic Advisors
New York
$434K -$8.5M -79,759 -95%
JE
2059
JMAC Enterprises
Pennsylvania
$434K – – –
FPFS
2060
First Personal Financial Services
North Carolina
$434K – – –
SAM
2061
Synergy Asset Management
Washington
$433K +$58.5K +549 +16%
CWM
2062
Cranbrook Wealth Management
Michigan
$433K – – –
LCM
2063
Linker Capital Management
Kentucky
$430K -$183K -1,716 -30%
CFG
2064
Cooper Financial Group
California
$430K +$118K +1,108 +39%
FNBSF
2065
First National Bank Sioux Falls
South Dakota
$429K -$9.27K -87 -2%
TI
2066
Truepoint Inc
Ohio
$428K +$163K +1,530 +64%
PA
2067
Probity Advisors
Texas
$428K +$419K +3,928 New
BF
2068
Brogan Financial
Tennessee
$428K +$533 +5 +0.1%
SF
2069
Slagle Financial
Illinois
$428K +$418K +3,924 New
HWMG
2070
Hurlow Wealth Management Group
Indiana
$427K -$52.6K -493 -11%
BI
2071
Ballast Inc
Kentucky
$426K – – –
NCM
2072
Northside Capital Management
Oregon
$425K -$12.8K -120 -3%
CF
2073
Centaurus Financial
California
$425K -$643K -6,031 -61%
TSS
2074
Two Sigma Securities
New York
$424K +$415K +3,890 New
RA
2075
Riversedge Advisors
Delaware
$419K +$640 +6 +0.2%