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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1626
Advisornet Financial
Minnesota
$905K +$275K +2,820 +48%
PJSIMP
1627
P.J. Schmidt Investment Management (PJS)
Wisconsin
$901K – – –
TFS
1628
TrustCore Financial Services
Tennessee
$898K +$3.81K +39 +0.5%
MFG
1629
Magnus Financial Group
New York
$897K -$975K -9,985 -54%
GGS
1630
Galvin Gaustad & Stein
Arizona
$897K +$2.05K +21 +0.2%
GP
1631
Girard Partners
Pennsylvania
$895K -$122K -1,252 -13%
CCA
1632
Conservest Capital Advisors
Pennsylvania
$895K +$5.08K +52 +0.6%
RGC
1633
Roberts, Glore & Co
Illinois
$890K -$2.93K -30 -0.4%
CPIA
1634
Cornell Pochily Investment Advisors
New York
$886K -$39.8K -408 -5%
BHC
1635
Bowen Hanes & Co
Florida
$885K +$97.6K +1,000 +13%
SC
1636
Searle & Co
Connecticut
$881K – – –
CG
1637
CFO4Life Group
Texas
$880K +$2.73K +28 +0.3%
ACM
1638
AlphaStar Capital Management
North Carolina
$880K +$180K +1,847 +28%
RP
1639
Rice Partnership
Hawaii
$879K -$47.1K -482 -5%
HHGA
1640
Halbert Hargrove Global Advisors
California
$879K +$4K +41 +0.5%
CPC
1641
Congress Park Capital
New York
$879K +$17.1K +175 +2%
CAM
1642
Campion Asset Management
Virginia
$878K +$818K +8,379 New
FSWA
1643
Financial Synergies Wealth Advisors
Texas
$878K -$34.5K -353 -4%
MG
1644
Mather Group
Illinois
$876K -$106K -1,089 -12%
BFM
1645
Boston Financial Management
Massachusetts
$875K -$229K -2,344 -22%
JWCA
1646
J.W. Coons Advisors
Ohio
$873K -$19.5K -200 -2%
OPA
1647
Old Port Advisors
Maine
$873K +$178K +1,824 +28%
PPG
1648
Peak Planning Group
Colorado
$871K +$187K +1,912 +30%
NA
1649
Navellier & Associates
Nevada
$871K – – –
LWAM
1650
Legacy Wealth Asset Management
Minnesota
$871K +$64.7K +663 +9%
64 65
66
67 68