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Name Holding Trade Value Shares
Change
Change in
Stake
AF
2076
Affiance Financial
Minnesota
$228K -$169K -1,390 -43%
CGA
2077
Crescent Grove Advisors
Illinois
$227K
BRA
2078
Bender Robert & Associates
California
$226K -$28.5K -235 -11%
DWM
2079
Dorchester Wealth Management
Quebec, Canada
$225K -$22.1K -182 -9%
HFP
2080
Holistic Financial Partners
Indiana
$225K +$223K +1,836 New
MF
2081
Magnetar Financial
Illinois
$223K -$251K -2,065 -53%
WDL
2082
Well Done LLC
Michigan
$223K -$8.49K -70 -4%
RCP
2083
Rothschild Capital Partners
New York
$223K
BO
2084
BRR OpCo
Ohio
$223K +$4K +33 +2%
SA
2085
SRH Advisors
Kansas
$223K +$15.4K +127 +7%
JSL
2086
JT Stratford LLC
Georgia
$222K +$23.4K +193 +12%
SSG
2087
Summit Securities Group
New York
$220K -$1.04M -8,600 -83%
SQA
2088
Simon Quick Advisors
New Jersey
$220K -$4.13K -34 -2%
IHL
2089
Investment House LLC
California
$220K
CAM
2090
Concorde Asset Management
Michigan
$220K +$17.5K +144 +9%
FNBOH
2091
First National Bank of Hutchinson
Kansas
$220K +$26K +214 +14%
CF
2092
Corrigan Financial
Rhode Island
$220K -$364 -3 -0.2%
KM
2093
Kalos Management
Georgia
$219K -$37.9K -312 -15%
GC
2094
Gilbert & Cook
Iowa
$219K +$1.09K +9 +0.5%
CCB
2095
Cutter & Co Brokerage
Missouri
$218K +$216K +1,781 New
BFM
2096
Boothbay Fund Management
New York
$217K -$757K -6,241 -78%
WTFG
2097
Wells Trecaso Financial Group
Ohio
$216K -$5.46K -45 -2%
PM
2098
Penbrook Management
New York
$216K
LSCM
2099
LaSalle Street Capital Management
Illinois
$214K -$968K -7,978 -82%
MS
2100
Marshall & Sullivan
Washington
$214K