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Name Holding Trade Value Shares
Change 		Change in
Stake
BOSSRA
2826
B.O.S.S. Retirement Advisors
Utah
$642K +$32.2K +308 +6%
CCA
2827
Cora Capital Advisors
New Jersey
$642K +$5.65K +54 +1%
KFG
2828
Kingdom Financial Group
Arizona
$642K -$369K -3,533 -39%
NBWM
2829
North Berkeley Wealth Management
California
$642K +$111K +1,064 +24%
NF
2830
Nvest Financial
New Hampshire
$641K +$1.36K +13 +0.2%
JAFL
2831
Jay A. Fishman Ltd
Michigan
$638K – – –
OFA
2832
Oak Family Advisors
Illinois
$638K -$43.4K -415 -7%
MPIA
2833
Mountain Pacific Investment Advisers
Idaho
$638K – – –
SWRP
2834
Summit Wealth & Retirement Planning
California
$638K – – –
MGWM
2835
Marks Group Wealth Management
Minnesota
$637K +$1.67K +16 +0.3%
SIA
2836
SeaBridge Investment Advisors
New Jersey
$637K +$3.87K +37 +0.7%
AT
2837
Avalon Trust
New Mexico
$636K – – –
SL
2838
StoryOne LLC
Kansas
$636K +$566K +5,413 New
GW
2839
Griffith & Werner
Georgia
$635K -$132K -1,265 -19%
DA
2840
Dillon & Associates
Michigan
$633K – – –
TFGT
2841
TS Financial Group (TSFG)
Illinois
$632K -$9.1K -87 -2%
PGFG
2842
Pine Grove Financial Group
Minnesota
$631K +$1.99K +19 +0.4%
TDB
2843
Thompson David Blair
$631K -$141K -1,347 -20%
AGC
2844
Aspen Grove Capital
Colorado
$629K – – –
OCPWS
2845
One Charles Private Wealth Services
Massachusetts
$628K +$1.15K +11 +0.2%
CAM
2846
CPA Asset Management
Florida
$627K +$9.73K +93 +2%
WI
2847
WBI Investments
New Jersey
$626K -$1.82M -17,359 -77%
LJHT
2848
Laurie J. Hall Trustee
$623K – – –
AHB
2849
Abner Herrman & Brock
New Jersey
$623K +$56.9K +544 +11%
CSF
2850
Capital Squared Financial
Maryland
$622K -$4.29K -41 -0.8%
112 113
114
115 116