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Name Holding Trade Value Shares
Change 		Change in
Stake
ODFS
2701
O'Donnell Financial Services
California
$866K +$78K +428 +11%
SSA
2702
South Street Advisors
New York
$866K – – –
CCC
2703
Compass Capital Corp
Massachusetts
$866K +$546K +2,993 +170%
FNBOMD
2704
First National Bank of Mount Dora
Florida
$865K -$195K -1,072 -20%
CCM
2705
Carderock Capital Management
Maryland
$865K – – –
SFC
2706
SYM Financial Corp
Indiana
$864K +$50K +274 +7%
HFRG
2707
Houlihan Financial Resource Group
Virginia
$864K -$13.1K -72 -2%
KA
2708
Kozak & Associates
Colorado
$863K +$6.93K +38 +0.9%
RWP
2709
Revolve Wealth Partners
New Jersey
$863K -$36.7K -201 -5%
MCC
2710
Malaga Cove Capital
California
$860K -$100K -551 -12%
SWGC
2711
Summit Wealth Group (Colorado)
Colorado
$860K +$218K +1,193 +40%
PFG
2712
Prosperity Financial Group
California
$860K +$23.5K +129 +3%
CIC
2713
Chase Investment Counsel
Virginia
$858K +$152K +831 +25%
PP
2714
Pacifica Partners
Canada
$857K – – –
RCI
2715
RS Crum Inc
California
$857K – – –
QIM
2716
Quest Investment Management
Oregon
$856K -$44.7K -245 -6%
FHC
2717
First Heartland Consultants
Missouri
$856K -$127K -699 -14%
SP
2718
Symmetry Partners
Connecticut
$853K +$148K +814 +25%
AWM
2719
Act Wealth Management
Texas
$853K -$19.5K -107 -3%
CW
2720
Channel Wealth
California
$852K -$78.8K -432 -9%
TWA
2721
Tulsa Wealth Advisors
Oklahoma
$852K -$412K -2,259 -35%
AFG
2722
Altiora Financial Group
Ohio
$851K – – –
PCMC
2723
Paragon Capital Management (Colorado)
Colorado
$850K -$80.6K -442 -10%
VCM
2724
Voleon Capital Management
California
$848K -$5.38M -29,501 -88%
FWA
2725
Flagship Wealth Advisors
Massachusetts
$847K -$282K -1,546 -21%
107 108
109
110 111