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Name Holding Trade Value Shares
Change 		Change in
Stake
SF
2726
Symphony Financial
Texas
$705K +$111K +1,060 +21%
ACA
2727
Aspire Capital Advisors
Washington
$705K +$122K +1,169 +24%
BCM
2728
Birmingham Capital Management
Alabama
$705K – – –
FNBOH
2729
First National Bank of Hutchinson
Kansas
$705K – – –
MRI
2730
Mad River Investors
Massachusetts
$705K – – –
KCPG
2731
Kavar Capital Partners Group
Kansas
$704K +$50.6K +484 +9%
FFG
2732
Frisch Financial Group
New York
$704K -$29.7K -284 -5%
SN
2733
Sittner & Nelson
Oregon
$704K -$31.7K -303 -5%
SAM
2734
Summit Asset Management
Tennessee
$703K – – –
CMAI
2735
Capital Management Associates Inc
Minnesota
$702K +$40.3K +385 +7%
SMA
2736
Seven Mile Advisory
New Jersey
$702K -$89.5K -856 -13%
CIS
2737
Custom Index Systems
New York
$700K -$837 -8 -0.1%
TWA
2738
Talisman Wealth Advisors
New Jersey
$699K +$169K +1,613 +37%
NEPPG
2739
New England Professional Planning Group
Rhode Island
$698K – – –
CCAL
2740
City Center Advisors LLC
Michigan
$697K -$42.4K -405 -6%
HWMC
2741
Heritage Wealth Management (California)
California
$696K +$7.22K +69 +1%
GRWP
2742
Green Ridge Wealth Planning
New Jersey
$696K -$80.8K -773 -12%
FWA
2743
Fulcrum Wealth Advisors
Washington
$696K -$47.8K -457 -7%
AWM
2744
Able Wealth Management
New Jersey
$694K +$257K +2,460 +71%
WFS
2745
Widmann Financial Services
Maryland
$693K – – –
PPA
2746
Pacific Point Advisors
California
$693K +$54.9K +525 +10%
MC
2747
Marest Capital
California
$693K -$139K -1,327 -18%
SFG
2748
SageGuard Financial Group
Tennessee
$692K -$32K -306 -5%
CFGA
2749
Cambridge Financial Group (Arizona)
Arizona
$691K +$105 +1 +0%
GBWM
2750
Granite Bay Wealth Management
New Hampshire
$691K +$615K +5,883 New
108 109
110
111 112