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Name Holding Trade Value Shares
Change 		Change in
Stake
GFS
1901
GYL Financial Synergies
Connecticut
$1.3M +$236K +1,355 +23%
ESBC
1902
E.S. Barr & Co
Kentucky
$1.3M -$43.6K -250 -3%
JWCA
1903
J.W. Coons Advisors
Ohio
$1.3M +$17.5K +100 +1%
EFM
1904
Eley Financial Management
Vermont
$1.3M +$1.26M +7,243 New
WDG
1905
Wealth Dimensions Group
Ohio
$1.3M +$24.3K +139 +2%
AFS
1906
Access Financial Services
Minnesota
$1.29M -$94.9K -544 -7%
IAMOG
1907
Investors Asset Management of Georgia
Georgia
$1.29M -$80.1K -459 -6%
AC
1908
AlphaCore Capital
California
$1.29M +$260K +1,489 +26%
DE
1909
Day & Ennis
Georgia
$1.29M -$17.5K -100 -1%
OHWP
1910
Oak Harbor Wealth Partners
North Carolina
$1.29M -$36.6K -210 -3%
SOS
1911
Silver Oak Securities
Tennessee
$1.28M +$446K +2,555 +56%
KLCM
1912
KG&L Capital Management
Louisiana
$1.28M -$35.9K -206 -3%
AIC
1913
Argus Investors Counsel
New York
$1.28M +$32.3K +185 +3%
AIFAIM
1914
American Institute for Advanced Investment Management
Arizona
$1.28M +$18.3K +105 +2%
MLA
1915
My Legacy Advisors
Oregon
$1.27M +$91.1K +522 +7%
UBG
1916
United Bank (Georgia)
Georgia
$1.27M -$53.6K -307 -4%
CCA
1917
Childress Capital Advisors
Texas
$1.27M -$42.1K -241 -3%
BFPW
1918
BOK Financial Private Wealth
Colorado
$1.27M -$107K -616 -8%
CIM
1919
Corda Investment Management
Texas
$1.27M +$1.23M +7,049 New
CCA
1920
Catalyst Capital Advisors
New York
$1.27M +$970K +5,557 +373%
SRSA
1921
S.R. Schill & Associates
Washington
$1.26M -$95.1K -545 -7%
AFM
1922
Abbot Financial Management
Massachusetts
$1.26M +$2.62K +15 +0.2%
RCM
1923
Raleigh Capital Management
North Carolina
$1.26M -$861K -4,936 -41%
JFGIW
1924
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.26M +$28.4K +163 +2%
CCFP
1925
Charles Carroll Financial Partners
Massachusetts
$1.26M – – –
75 76
77
78 79