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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1751
Ceeto Capital Group
Florida
$559K – – –
GAM
1752
Gemmer Asset Management
California
$558K -$17.7K -219 -3%
MIM
1753
Merrion Investment Management
New Jersey
$557K +$534K +6,599 New
CBFP
1754
Cedar Brook Financial Partners
Ohio
$555K +$82.7K +1,022 +18%
PWPS
1755
Pinnacle Wealth Planning Services
Ohio
$555K +$115K +1,420 +28%
CC
1756
Cornerstone Capital
California
$554K -$9.72K -120 -2%
YIH
1757
Y-Intercept (HK)
Hong Kong
$554K +$526K +6,492 New
BEI
1758
Benjamin Edwards Inc
Missouri
$553K +$520K +6,417 +4,753%
OPA
1759
Old Port Advisors
Maine
$551K -$1.29K -16 -0.2%
CCM
1760
Chilton Capital Management
Texas
$550K -$5.51K -68 -1%
GFPC
1761
Global Financial Private Client
Florida
$548K -$32.6K -403 -6%
FMN
1762
Financial Management Network
California
$547K +$465K +5,739 New
IFWM
1763
Institute for Wealth Management
Colorado
$546K -$77.3K -955 -13%
OFS
1764
Orrstown Financial Services
Pennsylvania
$543K -$26.9K -332 -5%
FANJ
1765
Financial Architects (New Jersey)
New Jersey
$543K -$20.9K -258 -4%
SWMG
1766
Strategic Wealth Management Group
Maryland
$543K -$14.1K -174 -3%
NQWM
1767
Northwest Quadrant Wealth Management
Oregon
$542K -$7.61K -94 -1%
PPG
1768
Peak Planning Group
Colorado
$540K +$35.8K +442 +7%
BWP
1769
Bernardo Wealth Planning
Pennsylvania
$540K -$154K -1,905 -23%
BL
1770
Balentine LLC
Georgia
$538K -$69.1K -854 -12%
MFG
1771
Merit Financial Group
Georgia
$538K -$19.3K -238 -4%
AWAP
1772
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$538K +$516K +6,371 New
W
1773
Wealthquest
Ohio
$536K -$102K -1,255 -16%
AIS
1774
AM Investment Strategies
Tennessee
$534K +$4.7K +58 +0.9%
GFS
1775
GYL Financial Synergies
Connecticut
$534K +$17.6K +218 +4%
69 70
71
72 73