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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1801
Cedar Brook Financial Partners
Ohio
$314K -$2.94K -35 -0.8%
CA
1802
Corrado Advisors
New Jersey
$313K +$5.87K +70 +2%
SFA
1803
Souders Financial Advisors
Ohio
$313K -$59.6K -711 -14%
TCOO
1804
Trust Company of Oklahoma
Oklahoma
$313K -$40.8K -487 -10%
FPCG
1805
Forum Private Client Group
Indiana
$312K -$335 -4 -0.1%
JIC
1806
Joel Isaacson & Co
New York
$311K -$43.5K -519 -11%
SP
1807
Successful Portfolios
Florida
$311K -$35.8K -427 -9%
MHIC
1808
Marble Harbor Investment Counsel
Massachusetts
$311K – – –
APWM
1809
Atlas Private Wealth Management
New York
$311K +$13K +155 +4%
OTL
1810
Oak Thistle LLC
New York
$310K +$349K +4,165 New
LSC
1811
Lesa Sroufe & Co
Washington
$307K – – –
CWP
1812
Cyndeo Wealth Partners
Florida
$306K -$82K -978 -19%
PA
1813
PFG Advisors
Arizona
$306K -$16.4K -196 -5%
LFA
1814
Landmark Financial Advisors
Kentucky
$305K +$9.48K +113 +3%
PR
1815
Payden & Rygel
California
$305K -$36.2M -432,100 -99%
MIM
1816
Morningstar Investment Management
Illinois
$305K +$69.8K +832 +25%
BAM
1817
Berkshire Asset Management
Pennsylvania
$305K +$344K +4,098 New
OCM
1818
One Capital Management
California
$304K -$28.2K -336 -8%
HR
1819
Howe & Rusling
New York
$303K -$33.3K -397 -9%
HI
1820
Hoey Investments
Pennsylvania
$299K -$38.2K -455 -10%
LRPA
1821
L. Roy Papp & Associates
Arizona
$299K – – –
AA
1822
AlphaQ Advisors
Florida
$298K -$103K -1,230 -23%
OC
1823
Oakworth Capital
Alabama
$297K – – –
SFG
1824
SevenBridge Financial Group
Pennsylvania
$297K – – –
AFP
1825
Ausdal Financial Partners
Iowa
$297K -$22.6K -269 -6%
71 72
73
74 75