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Name Holding Trade Value Shares
Change 		Change in
Stake
PIFP
1626
Partners in Financial Planning
Virginia
$637K – – –
SA
1627
Syntax Advisors
New York
$636K -$122K -1,166 -16%
VCG
1628
Vantage Consulting Group
Virginia
$636K -$122K -1,166 -16%
BA
1629
Bristlecone Advisors
Washington
$635K -$10.4K -99 -2%
RFA
1630
Resurgent Financial Advisors
Georgia
$635K +$325K +3,095 +97%
FNBOO
1631
First National Bank of Omaha
Nebraska
$634K -$65.1K -620 -9%
FNBOSM
1632
First National Bank of South Miami
Florida
$633K +$58.3K +555 +10%
GC
1633
Gilbert & Cook
Iowa
$632K +$41.9K +399 +7%
PBO
1634
Peoples Bank (Ohio)
Ohio
$629K +$202K +1,926 +45%
FNBOH
1635
First National Bank of Hutchinson
Kansas
$627K -$2.1K -20 -0.3%
HFG
1636
Heron Financial Group
New York
$626K -$19.4K -185 -3%
CPM
1637
Connective Portfolio Management
New York
$621K -$2.73M -26,000 -81%
HIIFS
1638
Harel Insurance Investments & Financial Services
Israel
$621K – – –
TFS
1639
Thoroughbred Financial Services
Tennessee
$620K +$237K +2,256 +58%
PWMG
1640
Prestige Wealth Management Group
New Jersey
$620K +$460K +4,380 +251%
CAM
1641
Campion Asset Management
Virginia
$619K – – –
CC
1642
Centiva Capital
New York
$619K +$642K +6,112 New
CSIC
1643
Clifford Swan Investment Counsel
California
$618K -$31.3K -298 -5%
HF
1644
HRT Financial
New York
$615K -$4.91M -46,692 -88%
DFS
1645
Dixon Fnancial Services
California
$613K +$1.16K +11 +0.2%
CWM
1646
Congress Wealth Management
Massachusetts
$610K -$128K -1,217 -17%
FHC
1647
First Heartland Consultants
Missouri
$609K +$17.5K +167 +3%
GA
1648
GraniteShares Advisors
New York
$608K -$30K -286 -5%
NFC
1649
Northeast Financial Consultants
Connecticut
$608K – – –
WDC
1650
Woodward Diversified Capital
California
$606K +$96.4K +918 +18%
64 65
66
67 68