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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1001
Centaurus Financial
California
$532K -$304K -1,669 -32%
FPS
1002
Fieldpoint Private Securities
Connecticut
$531K +$11.6K +64 +2%
ECG
1003
Edge Capital Group
Georgia
$529K -$196K -1,076 -23%
MJRIC
1004
Mogy Joel R Investment Counsel
California
$526K -$34.6K -190 -5%
IF
1005
IRON Financial
Illinois
$526K +$25.1K +138 +4%
FWM
1006
Foresight Wealth Management
Utah
$524K +$27.3K +150 +4%
DCP
1007
Distillate Capital Partners
Illinois
$521K -$127K -696 -16%
FUBT
1008
First United Bank & Trust
Maryland
$519K -$295K -1,623 -32%
RM
1009
Resource Management
Louisiana
$517K -$470K -2,586 -43%
ARM
1010
Adirondack Research & Management
New York
$516K +$634K +3,486 New
MSFS
1011
Main Street Financial Solutions
Pennsylvania
$515K +$133K +729 +26%
AC
1012
Avestar Capital
New York
$512K +$48.8K +268 +8%
PWP
1013
Principle Wealth Partners
Connecticut
$511K +$52.8K +290 +9%
MWM
1014
Mission Wealth Management
California
$511K +$125K +688 +25%
SWA
1015
Stratos Wealth Advisors
Ohio
$509K -$719K -3,953 -53%
RCG
1016
Ruane, Cunniff & Goldfarb
New York
$509K +$5.46K +30 +0.9%
PP
1017
Patten & Patten
Tennessee
$506K -$140K -770 -18%
SP
1018
Successful Portfolios
Florida
$505K +$72.6K +399 +13%
CAAS
1019
Capital Asset Advisory Services
Michigan
$502K -$192K -1,057 -24%
GW
1020
GW & Wade
Massachusetts
$501K -$188K -1,035 -23%
CCFM
1021
Clear Creek Financial Management
Washington
$500K +$182 +1 +0%
BL
1022
Balentine LLC
Georgia
$493K +$85.9K +472 +17%
LSPW
1023
Lake Street Private Wealth
Illinois
$492K -$207K -1,136 -25%
CT
1024
Chicago Trust
Illinois
$492K -$131K -719 -18%
PA
1025
PSI Advisors
Florida
$492K +$241K +1,322 +66%
39 40
41
42 43