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Name Holding Trade Value Shares
Change 		Change in
Stake
HIG
3726
Heritage Investment Group
Florida
$298K +$365 +2 +0.1%
HWM
3727
HRC Wealth Management
Idaho
$297K +$262K +1,438 New
DI
3728
DDFG Inc
California
$297K -$31.9K -175 -11%
PFM
3729
Phillips Financial Management
Indiana
$297K -$15.7K -86 -6%
AP
3730
Advisortrust Partners
North Carolina
$297K +$262K +1,435 New
CWM
3731
Circle Wealth Management
New Jersey
$296K +$8.21K +45 +3%
AA
3732
Advisory Advocates
Michigan
$295K +$260K +1,428 New
BFS
3733
Boyer Financial Services
California
$295K -$18.6K -102 -7%
SFPG
3734
Stonebridge Financial Planning Group
Florida
$295K +$260K +1,425 New
SMA
3735
Sage Mountain Advisors
Georgia
$295K -$2.48M -13,587 -91%
JHC
3736
J. Hagan Capital
Kentucky
$295K +$260K +1,424 New
CWM
3737
Cedar Wealth Management
California
$294K -$124K -682 -32%
BHA
3738
Beech Hill Advisors
New York
$294K – – –
MAG
3739
M3 Advisory Group
Massachusetts
$293K +$259K +1,418 New
OWA
3740
OakTrust Wealth Advisors
Connecticut
$293K +$258K +1,416 New
MCM
3741
M1 Capital Management
Michigan
$292K -$5.11K -28 -2%
IPA
3742
Investment Planning Advisors
Georgia
$292K +$257K +1,412 New
XSC
3743
X-Square Capital
Puerto Rico
$292K +$257K +1,409 New
SIAM
3744
Sterling Investment Advisors (Missouri)
Missouri
$292K – – –
WAOI
3745
Wealth Advisors of Iowa
Iowa
$291K +$4.01K +22 +2%
SWRP
3746
Summit Wealth & Retirement Planning
California
$291K +$256K +1,406 New
SIC
3747
Sage Investment Counsel
Tennessee
$291K – – –
LP
3748
LB Partners
Virginia
$290K +$255K +1,400 New
WH
3749
Whitcomb & Hess
Ohio
$289K +$2.01K +11 +0.8%
AFAS
3750
Acorn Financial Advisory Services
Virginia
$289K -$729 -4 -0.3%
148 149
150
151 152