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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
1626
Forum Private Client Group
Indiana
$347K +$3.67K +48 +1%
SCM
1627
Schnieders Capital Management
California
$347K – – –
HCM
1628
Hall Capital Management
Rhode Island
$346K – – –
RFA
1629
Resurgent Financial Advisors
Georgia
$346K +$103K +1,352 +45%
MAM
1630
MMA Asset Management
Pennsylvania
$346K +$155K +2,026 +48%
PCG
1631
Prosperity Consulting Group
Maryland
$345K +$48.7K +638 +17%
WC
1632
Westhampton Capital
North Carolina
$345K -$45.8K -600 -12%
RFO
1633
RiverGlades Family Offices
Florida
$345K – – –
WP
1634
WealthShield Partners
North Carolina
$345K -$13.4K -176 -4%
WWM
1635
Waterway Wealth Management
Texas
$344K +$76.3K +999 +30%
S
1636
Sunpointe
Missouri
$344K +$17.8K +233 +6%
CWP
1637
Concord Wealth Partners
Virginia
$344K +$183K +2,399 +126%
BW
1638
Bison Wealth
Georgia
$343K -$12.5K -163 -4%
WH
1639
Willner & Heller
California
$343K -$26.4K -346 -7%
BTI
1640
Blue Trust Inc
Georgia
$342K +$87.9K +1,151 +37%
APWM
1641
Argonautica Private Wealth Management
Massachusetts
$342K – – –
ITIM
1642
Indiana Trust & Investment Management
Indiana
$341K -$205K -2,680 -39%
LIA
1643
Luken Investment Analytics
Tennessee
$341K – – –
JIC
1644
Joel Isaacson & Co
New York
$340K -$5.73K -75 -2%
WA
1645
Wealth Architects
California
$340K +$7.41K +97 +2%
BA
1646
Ballast Advisors
Minnesota
$340K -$19.1K -250 -6%
CGA
1647
Crescent Grove Advisors
Illinois
$340K -$48.4K -634 -13%
EFM
1648
E Fund Management
China
$339K +$45.6K +597 +16%
TSS
1649
Two Sigma Securities
New York
$338K -$7.95M -104,057 -96%
CFSG
1650
Clark Financial Services Group
Missouri
$337K +$322K +4,220 New
64 65
66
67 68