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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2301
Clear Creek Financial Management
Washington
$293K -$58.1K -493 -16%
DACG
2302
Donor Advised Charitable Giving
California
$293K -$11.8K -100 -4%
OBWP
2303
O'Brien Wealth Partners
Massachusetts
$293K +$287K +2,433 New
HFS
2304
Haverford Financial Services
Pennsylvania
$292K +$285K +2,420 New
NRI
2305
NFP Retirement Inc
California
$292K +$287K +2,436 New
HIS
2306
Harvest Investment Services
Illinois
$289K -$233K -1,976 -45%
MIFH
2307
Migdal Insurance & Financial Holdings
Israel
$288K -$303K -2,572 -52%
SNB
2308
Security National Bank
Nebraska
$286K -$41.1K -349 -13%
FA
2309
FCG Advisors
New Jersey
$286K -$25.2K -214 -8%
CA
2310
Corrado Advisors
New Jersey
$285K – – –
CWM
2311
CCG Wealth Management
California
$285K +$278K +2,361 New
ICM
2312
IMS Capital Management
Oregon
$284K +$236 +2 +0.1%
LF
2313
LifeSteps Financial
California
$284K +$278K +2,360 New
BFG
2314
Barber Financial Group
Kansas
$283K -$4.95K -42 -2%
SBWIC
2315
Schaper Benz & Wise Investment Counsel
Wisconsin
$283K – – –
BL
2316
Balentine LLC
Georgia
$283K +$157K +1,336 +132%
OEP
2317
Ocean Endowment Partners
Illinois
$283K +$277K +2,350 New
VF
2318
Virtu Financial
New York
$282K -$4.97M -42,177 -95%
SCA
2319
SMH Capital Advisors
Texas
$282K +$2K +17 +0.7%
BCMO
2320
Buckingham Capital Management (Ohio)
Ohio
$281K +$17.4K +148 +7%
EW
2321
Element Wealth
Mississippi
$280K +$274K +2,327 New
MAP
2322
Managed Asset Portfolios
Michigan
$279K – – –
GCA
2323
Gradient Capital Advisors
California
$279K +$236 +2 +0.1%
SHJ
2324
Sharkey, Howes & Javer
Colorado
$279K +$9.19K +78 +3%
BWM
2325
Baystate Wealth Management
Massachusetts
$277K -$9.89K -84 -4%
91 92
93
94 95