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Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
851
First Heartland Consultants
Missouri
$218K -$2.2K -30 -1%
TIA
852
Traphagen Investment Advisors
New Jersey
$218K +$1.32K +18 +0.6%
ACM
853
Accent Capital Management
Ohio
$217K – – –
HA
854
Harbor Advisors
Florida
$217K +$220K +3,000 New
CWM
855
Cordatus Wealth Management
Pennsylvania
$217K +$219K +2,996 New
LFA
856
Legacy Financial Advisors
Kentucky
$217K +$219K +2,993 New
YCM
857
Yakira Capital Management
Connecticut
$215K – – –
HCA
858
Heck Capital Advisors
Wisconsin
$215K +$7.11K +97 +3%
TFS
859
Thoroughbred Financial Services
Tennessee
$213K -$87K -1,187 -29%
BCP
860
Berkeley Capital Partners
Georgia
$212K +$215K +2,936 New
CCA
861
Cobblestone Capital Advisors
New York
$212K +$215K +2,935 New
SC
862
Sierra Capital
Florida
$212K – – –
DWP
863
Daymark Wealth Partners
Ohio
$212K +$214K +2,923 New
SC
864
Savant Capital
Illinois
$210K -$63.8K -871 -23%
FWSM
865
First Wilshire Securities Management
California
$209K +$212K +2,890 New
BL
866
BFSG LLC
California
$207K +$45.4K +620 +28%
AI
867
Accredited Investors
Minnesota
$207K +$210K +2,864 New
SG
868
StoneX Group
New York
$207K +$210K +2,863 New
BRIA
869
Balanced Rock Investment Advisors
Massachusetts
$206K -$79.6K -1,086 -28%
MCP
870
Mirador Capital Partners
California
$206K -$1.91K -26 -0.9%
EI
871
Ethic Inc
New York
$205K +$208K +2,838 New
SFC
872
Strategic Financial Concepts
Texas
$204K +$207K +2,822 New
NFSG
873
Newbridge Financial Services Group
Florida
$204K +$128K +1,749 +163%
WWP
874
WR Wealth Planners
Missouri
$204K +$206K +2,813 New
BFA
875
Beacon Financial Advisory
Ohio
$203K +$206K +2,808 New
33 34
35
36 37