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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
1501
American Financial Advisors
Georgia
$320K +$10.7K +48 +4%
GEA
1502
Glen Eagle Advisors
New Jersey
$318K -$25.3K -114 -8%
WA
1503
WBH Advisory
Maryland
$317K -$53.5K -241 -13%
AA
1504
AlphaMark Advisors
Kentucky
$317K +$17.8K +80 +6%
LI
1505
LVZ Inc
Michigan
$317K +$30.4K +137 +11%
FA
1506
Faithward Advisors
Pennsylvania
$316K – – –
KMWM
1507
Keudell/Morrison Wealth Management
Oregon
$315K +$29.1K +131 +10%
BP
1508
BBR Partners
New York
$314K -$26K -117 -8%
MCWS
1509
McKinley Carter Wealth Services
West Virginia
$314K -$11.6K -52 -4%
CG
1510
CFO4Life Group
Texas
$313K -$19.6K -88 -6%
GGHC
1511
Gilder Gagnon Howe & Co
New York
$313K +$299K +1,348 +3,965%
VAG
1512
VisionPoint Advisory Group
Texas
$312K -$981K -4,414 -76%
EAM
1513
Evanson Asset Management
California
$312K -$11.1K -50 -4%
CCM
1514
Check Capital Management
California
$310K +$303K +1,365 New
OPS
1515
Orion Portfolio Solutions
Nebraska
$309K +$70.9K +319 +31%
AA
1516
Aufman Associates
Pennsylvania
$308K +$2.67K +12 +0.9%
OR
1517
Olympiad Research
Connecticut
$306K – – –
SMH
1518
Sanders Morris Harris
Texas
$306K +$300K +1,350 New
RRWA
1519
Rainey & Randall Wealth Advisors
Florida
$305K – – –
TFA
1520
Teamwork Financial Advisors
Texas
$305K +$83.3K +375 +39%
QCIG
1521
Quad-Cities Investment Group
Iowa
$303K +$94K +423 +46%
CCM
1522
Carlson Capital Management
Minnesota
$302K – – –
AFM
1523
Andesa Financial Management
Pennsylvania
$301K -$5.33K -24 -2%
HCMG
1524
Howard Capital Management Group
California
$301K +$295K +1,326 New
LWA
1525
Lenox Wealth Advisors
New York
$300K +$5.55K +25 +2%
59 60
61
62 63