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Name Holding Trade Value Shares
Change 		Change in
Stake
EFI
2126
EHP Funds Inc
Canada
$572K -$132K -2,900 -19%
TCA
2127
Trifecta Capital Advisors
Illinois
$571K +$545K +11,980 New
IDBONY
2128
Israel Discount Bank of New York
New York
$570K +$101K +2,226 +23%
ACL
2129
Applied Capital LLC
Florida
$569K +$544K +11,947 New
WDG
2130
Wealth Dimensions Group
Ohio
$568K +$35.3K +776 +7%
SHWM
2131
Silicon Hills Wealth Management
Texas
$567K -$4.87K -107 -0.9%
CA
2132
Calton & Associates
Florida
$566K +$541K +11,877 New
RPCONE
2133
Retirement Planning Company of New England
Rhode Island
$564K +$137 +3 +0%
FNC
2134
First National Corp
Massachusetts
$564K +$17.9K +394 +3%
VC
2135
Vicus Capital
Pennsylvania
$564K -$303K -6,656 -36%
KFI
2136
Key Financial Inc
Pennsylvania
$562K – – –
CWM
2137
Circle Wealth Management
New Jersey
$561K +$11.5K +253 +2%
SFG
2138
Sunburst Financial Group
Alabama
$561K +$11.3K +248 +2%
GWANC
2139
Guardian Wealth Advisors (North Carolina)
North Carolina
$561K – – –
EIP
2140
Ellis Investment Partners
Pennsylvania
$560K -$22.4K -493 -4%
KA
2141
Klingman & Associates
New York
$559K +$14.2K +312 +3%
EWM
2142
Edge Wealth Management
New York
$558K -$46.2K -1,015 -8%
ZIG
2143
Zuckerman Investment Group
Illinois
$556K – – –
WF
2144
Wayfinding Financial
Washington
$555K -$51.7K -1,136 -10%
KA
2145
Kozak & Associates
Colorado
$555K +$1.36K +30 +0.3%
CCP
2146
Cassia Capital Partners
North Carolina
$554K +$530K +11,638 New
HSWM
2147
Hubbell Strickland Wealth Management
Louisiana
$554K +$1.77K +39 +0.3%
AWM
2148
Accel Wealth Management
Iowa
$554K -$62.1K -1,365 -11%
BTIM
2149
BancFirst Trust & Investment Management
Oklahoma
$551K -$12.3K -271 -2%
SL
2150
Salomon & Ludwin
Virginia
$549K +$13.6K +299 +3%
84 85
86
87 88