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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1826
LCNB Corp
Ohio
$373K -$11.3K -114 -3%
HSG
1827
Helen Stephens Group
Texas
$373K +$43.1K +435 +13%
FMP
1828
Financial Management Professionals
Texas
$372K -$41.2K -416 -10%
RCM
1829
RB Capital Management
Nevada
$372K +$96.9K +979 +34%
SFG
1830
SevenBridge Financial Group
Pennsylvania
$372K +$386K +3,900 New
BOS
1831
Bank of Stockton
California
$371K -$9.9K -100 -3%
QOP
1832
Quinn Opportunity Partners
Virginia
$370K +$384K +3,880 New
RCG
1833
Regatta Capital Group
California
$370K – – –
VA
1834
Valmark Advisers
Ohio
$370K +$5.74K +58 +2%
WA
1835
Wealth Architects
California
$369K -$30.7K -310 -7%
EWM
1836
Edge Wealth Management
New York
$369K -$1.49K -15 -0.4%
PCM
1837
Pointe Capital Management
Michigan
$368K – – –
GFS
1838
GYL Financial Synergies
Connecticut
$368K +$99 +1 +0%
FWP
1839
FAS Wealth Partners
Kansas
$368K +$43.3K +437 +13%
JE
1840
JMAC Enterprises
Pennsylvania
$367K +$381K +3,848 New
LFA
1841
Landmark Financial Advisors
Kentucky
$366K +$5.94K +60 +2%
PMFA
1842
Plante Moran Financial Advisors
Michigan
$365K -$1.19K -12 -0.3%
CCFM
1843
Clear Creek Financial Management
Washington
$363K -$221K -2,231 -37%
GA
1844
Geller Advisors
New York
$362K – – –
HHGA
1845
Halbert Hargrove Global Advisors
California
$361K +$28.7K +290 +8%
KMWM
1846
Keudell/Morrison Wealth Management
Oregon
$360K -$10.1K -102 -3%
PCOC
1847
Power Corp of Canada
Canada
$360K +$374K +3,774 New
PAG
1848
Powers Advisory Group
Illinois
$359K -$5.25K -53 -1%
MCWS
1849
McKinley Carter Wealth Services
West Virginia
$354K -$4.75K -48 -1%
I
1850
INVST
Indiana
$354K +$6.93K +70 +2%
72 73
74
75 76