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Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1151
Everhart Financial Group
Ohio
$378K +$360K +5,487 New
MF
1152
Meridian Financial
Massachusetts
$376K – – –
TBA
1153
Tower Bridge Advisors
Pennsylvania
$376K – – –
ACG
1154
Allen Capital Group
Nebraska
$374K -$1.51K -23 -0.4%
RFP
1155
Root Financial Partners
California
$374K +$23.7K +362 +7%
GAM
1156
Grandview Asset Management
Pennsylvania
$372K -$65.6K -1,000 -16%
KCP
1157
Kera Capital Partners
California
$371K +$353K +5,384 New
CA
1158
Carson Advisory
Georgia
$370K -$39.3K -600 -10%
APG
1159
Abacus Planning Group
South Carolina
$370K -$42.8K -653 -11%
RT
1160
Rockland Trust
Massachusetts
$368K – – –
AGP
1161
Aspire Growth Partners
Florida
$368K -$23.5K -358 -6%
WWA
1162
Wealth Watch Advisors
Colorado
$367K +$26K +397 +8%
BFO
1163
Boston Family Office
Massachusetts
$367K -$13.1K -200 -4%
GVAG
1164
Great Valley Advisor Group
Delaware
$365K -$32.1K -490 -8%
AFT
1165
Alpha Family Trust
California
$365K +$139K +2,115 +67%
AB
1166
Atlas Brown
Kentucky
$363K +$24.3K +370 +8%
PFBT
1167
Parkside Financial Bank & Trust
Missouri
$361K +$8.07K +123 +2%
NSIM
1168
North Star Investment Management
Illinois
$360K +$393 +6 +0.1%
CCG
1169
Ceeto Capital Group
Florida
$359K -$4.26K -65 -1%
DCM
1170
Donaldson Capital Management
Indiana
$359K -$4.85K -74 -1%
MA
1171
MKT Advisors
California
$358K -$918 -14 -0.3%
DP
1172
Denver PWM
Colorado
$356K +$92K +1,403 +37%
SIMG
1173
Sonora Investment Management Group
Arizona
$355K -$137K -2,087 -29%
SEP
1174
Southland Equity Partners
Missouri
$353K +$6.43K +98 +2%
EA
1175
Everpar Advisors
Oklahoma
$351K -$25.8K -393 -7%
45 46
47
48 49