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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
776
Allegheny Financial Group
Pennsylvania
$225K +$316 +9 +0.1%
DSC
777
Duncker Streett & Co
Missouri
$225K – – –
SHFA
778
SS&H Financial Advisors
Michigan
$225K -$17.5K -500 -7%
RA
779
RFG Advisory
Alabama
$225K -$6.84K -195 -3%
PAG
780
Private Advisory Group
Washington
$224K +$227K +6,459 New
POIA
781
Pin Oak Investment Advisors
Texas
$224K – – –
RSWM
782
Robertson Stephens Wealth Management
California
$223K +$17.5K +500 +8%
APP
783
Avantax Planning Partners
Iowa
$222K +$8.95K +255 +4%
SC
784
Syon Capital
California
$222K +$4.7K +134 +2%
NL
785
NWAM LLC
Washington
$221K -$18.2K -518 -8%
YIM
786
Yoffe Investment Management
Pennsylvania
$221K – – –
BAM
787
Berkshire Asset Management
Pennsylvania
$221K -$7.02K -200 -3%
LIM
788
Leavell Investment Management
Alabama
$221K -$2.17K -62 -1%
PWG
789
Portside Wealth Group
Utah
$220K +$222K +6,341 New
HIP
790
HUB Investment Partners
Texas
$220K +$222K +6,325 New
SWM
791
Spire Wealth Management
Virginia
$219K -$49K -1,396 -18%
HWMG
792
Hurlow Wealth Management Group
Indiana
$218K – – –
ACM
793
Advance Capital Management
Michigan
$217K – – –
AWS
794
Arkfeld Wealth Strategies
Nebraska
$216K +$3.4K +97 +2%
I2I
795
Insight 2811 Inc
Illinois
$216K +$3.61K +103 +2%
TCM
796
Traynor Capital Management
Pennsylvania
$215K +$217K +6,181 New
BIM
797
Bridges Investment Management
Nebraska
$214K -$7.75K -221 -3%
LBC
798
Lane Brothers & Co
Arizona
$214K +$216K +6,148 New
OAS
799
Optivise Advisory Services
Tennessee
$213K +$35 +1 +0%
IP
800
Ignite Planners
California
$211K +$195K +5,562 New
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