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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1576
BOK Financial Private Wealth
Colorado
$701K +$176K +1,674 +32%
SF
1577
Summit Financial
New Jersey
$699K +$147K +1,395 +25%
WEG
1578
World Equity Group
Illinois
$699K +$726K +6,907 New
IP
1579
Ignite Planners
California
$698K +$53.6K +510 +8%
PPP
1580
Private Portfolio Partners
New Jersey
$697K -$3.78K -36 -0.5%
SLG
1581
Stanley-Laman Group
Pennsylvania
$692K – – –
KFA
1582
Kelleher Financial Advisors
New York
$692K +$1.05K +10 +0.1%
ICM
1583
IMS Capital Management
Oregon
$692K +$138K +1,310 +24%
FNT
1584
First Nebraska Trust
Nebraska
$690K – – –
CA
1585
Crumly & Associates
Illinois
$689K +$12.7K +121 +2%
ALAM
1586
Asahi Life Asset Management
Japan
$688K +$714K +6,800 New
CA
1587
Continuum Advisory
Idaho
$687K +$751K +7,145 New
EB
1588
Eastern Bank
Massachusetts
$686K +$210 +2 +0%
JWA
1589
JFS Wealth Advisors
Pennsylvania
$678K -$5.67K -54 -0.8%
AIM
1590
Aspen Investment Management
Michigan
$678K +$25.1K +239 +4%
EL
1591
Essex LLC
Illinois
$677K -$131K -1,245 -16%
NHC
1592
Nicholas Hoffman & Company
Georgia
$674K +$35.6K +339 +5%
IGWM
1593
ICA Group Wealth Management
Colorado
$671K +$736K +7,010 New
AIM
1594
Athena Investment Management
California
$670K +$692K +6,590 New
NP
1595
NorthRock Partners
Minnesota
$668K -$122K -1,161 -15%
OFS
1596
Orrstown Financial Services
Pennsylvania
$668K -$108K -1,024 -13%
FCFC
1597
First Commonwealth Financial Corp
Pennsylvania
$667K -$114K -1,084 -14%
BHB
1598
Bank Hapoalim BM
Israel
$664K -$78.4K -746 -10%
SGI
1599
Summit Global Investments
Utah
$663K -$774K -7,363 -53%
ZF
1600
Zhang Financial
Michigan
$663K -$14.2K -135 -2%
62 63
64
65 66