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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2501
Pure Financial Advisors
California
$345K +$16.2K +287 +5%
SNB
2502
Security National Bank
Nebraska
$345K +$29.1K +514 +9%
GTCM
2503
Gyon Technologies Capital Management
New Jersey
$344K +$349K +6,171 New
CWMGP
2504
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$343K -$30.3K -536 -8%
CHAM
2505
Clear Harbor Asset Management
Connecticut
$343K -$13.8K -243 -4%
VAS
2506
Valicenti Advisory Services
New York
$343K +$3.23K +57 +0.9%
NRI
2507
NFP Retirement Inc
California
$343K +$129K +2,284 +59%
DA
2508
Dillon & Associates
Michigan
$342K – – –
C
2509
Covestor
United Kingdom
$342K +$240K +4,248 +225%
CAM
2510
Cacti Asset Management
Georgia
$340K – – –
SCA
2511
St. Clair Advisors
Ohio
$340K -$22.6K -400 -6%
GSWM
2512
Golden State Wealth Management
California
$339K -$557K -9,848 -62%
CIM
2513
Contravisory Investment Management
Massachusetts
$339K -$57.1K -1,010 -14%
VAM
2514
Verity Asset Management
North Carolina
$339K -$11.8K -208 -3%
AC
2515
ASB Consultores
Florida
$339K – – –
FAM
2516
Flaharty Asset Management
Florida
$338K -$28.5K -503 -8%
WA
2517
Waverly Advisors
Alabama
$338K -$8.04K -142 -2%
AMIM
2518
Aull & Monroe Investment Management
Alabama
$338K – – –
KW
2519
KWB Wealth
California
$337K – – –
OFG
2520
Oxford Financial Group
Indiana
$336K -$76.4K -1,350 -18%
CIC
2521
Cutler Investment Counsel
Oregon
$336K +$1.98K +35 +0.6%
CPC
2522
Consolidated Planning Corp
Georgia
$336K +$13.9K +246 +4%
FCMT
2523
Founders Capital Management (Texas)
Texas
$335K – – –
CGFA
2524
Colton Groome Financial Advisors
North Carolina
$334K -$912K -16,118 -73%
W
2525
WealthOne
New York
$334K -$25.4K -448 -7%
99 100
101
102 103