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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
3226
Pacific Center for Financial Services
California
$774K +$332K +2,000 +80%
GSIS
3227
Global Strategic Investment Solutions
Arizona
$764K -$412K -2,480 -36%
CRCM
3228
Corbett Road Capital Management
Virginia
$764K -$123K -740 -14%
CWM
3229
Campbell Wealth Management
Virginia
$760K +$6.65K +40 +0.9%
IPW
3230
Inlet Private Wealth
Florida
$757K – – –
LWMG
3231
Levy Wealth Management Group
Pennsylvania
$757K +$33.2K +200 +5%
HFS
3232
Horizon Financial Services
North Carolina
$750K -$16.6K -100 -2%
MCG
3233
MACRO Consulting Group
New Jersey
$750K +$9.97K +60 +1%
WFAG
3234
Wescott Financial Advisory Group
Pennsylvania
$748K +$150K +900 +28%
SFG
3235
Sunburst Financial Group
Alabama
$747K +$29.9K +180 +4%
CPC
3236
Cookson Peirce & Co
Pennsylvania
$743K -$63.3M -380,960 -99%
OWM
3237
Opes Wealth Management
California
$743K -$86.4K -520 -11%
HA
3238
Harborview Advisors
Maine
$740K – – –
AFS
3239
Access Financial Services
Minnesota
$739K +$661K +3,980 New
HCM
3240
Howard Capital Management
Georgia
$738K +$26.6K +160 +3%
SFG
3241
StrategIQ Financial Group
Indiana
$733K -$13.3K -80 -2%
MWM
3242
MinichMacGregor Wealth Management
New York
$732K +$6.65K +40 +0.9%
DFA
3243
DHJJ Financial Advisors
Illinois
$726K -$9.97K -60 -1%
CFA
3244
Camarda Financial Advisors
Florida
$722K -$33.2K -200 -5%
WC
3245
Westhampton Capital
North Carolina
$722K +$110K +660 +19%
FFG
3246
Fortem Financial Group
California
$719K +$13.3K +80 +2%
SCA
3247
St. Clair Advisors
Ohio
$719K +$16.6K +100 +2%
FG
3248
Foster Group
Iowa
$716K +$3.32K +20 +0.5%
KNW
3249
Kesler Norman & Wride
Utah
$715K -$9.97K -60 -1%
MAS
3250
Managed Account Services
Florida
$712K -$13.3K -80 -2%
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