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Name Holding Trade Value Shares
Change 		Change in
Stake
ASG
1226
Ariston Services Group
California
$314K +$34.6K +528 +13%
FPCG
1227
Forum Private Client Group
Indiana
$314K -$8.2K -125 -3%
MPCG
1228
Matrix Private Capital Group
New York
$313K -$153K -2,332 -34%
KFP
1229
Keystone Financial Planning
Ohio
$312K – – –
NCM
1230
Narwhal Capital Management
Georgia
$312K -$443K -6,750 -60%
PHIC
1231
Pine Haven Investment Counsel
Massachusetts
$311K -$90.7K -1,383 -23%
ACP
1232
Aviance Capital Partners
Florida
$310K +$66 +1 +0%
PFA
1233
Petra Financial Advisors
Colorado
$310K +$9.38K +143 +3%
TBNY
1234
Trustco Bank (New York)
New York
$309K -$16.4K -250 -5%
AA
1235
Advisory Alpha
Michigan
$308K +$5.12K +78 +2%
SFC
1236
SYM Financial Corp
Indiana
$307K -$43K -656 -13%
FAM
1237
Formidable Asset Management
Ohio
$306K – – –
LFA
1238
Legacy Financial Advisors
Kentucky
$305K +$37.9K +578 +15%
WE
1239
Wealth Effects
Massachusetts
$304K -$37.6K -573 -11%
SFA
1240
Souders Financial Advisors
Ohio
$303K +$24.3K +371 +9%
MAM
1241
McLean Asset Management
Virginia
$303K -$38.1K -581 -11%
HPM
1242
Hoxton Planning & Management
West Virginia
$302K -$20.8K -317 -7%
SWM
1243
Sterling Wealth Management
Illinois
$301K +$287K +4,370 New
C
1244
Certuity
Florida
$300K +$285K +4,343 New
BMWM
1245
Brown Miller Wealth Management
Virginia
$299K +$36.2K +552 +15%
FWTB
1246
First Western Trust Bank
Colorado
$299K -$20.2K -308 -7%
SCP
1247
Sender Company & Partners
New York
$299K +$284K +4,331 New
PHS
1248
Pekin Hardy Strauss
Illinois
$298K -$16.4K -250 -5%
UAML
1249
US Asset Management LLC
Pennsylvania
$298K -$656 -10 -0.2%
AWM
1250
Aprio Wealth Management
Georgia
$298K +$283K +4,318 New
48 49
50
51 52