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Name Holding Trade Value Shares
Change 		Change in
Stake
KM
2526
Kalos Management
Georgia
$569K +$201K +1,088 +53%
PD
2527
Planning Directions
Pennsylvania
$567K -$13.8K -75 -2%
GFP
2528
Gryphon Financial Partners
Ohio
$567K +$16.6K +90 +3%
EBSAM
2529
Eubel Brady & Suttman Asset Management
Ohio
$566K +$565K +3,066 New
SOW
2530
State of Wyoming
Wyoming
$566K +$566K +3,069 New
PCG
2531
Private Capital Group
Connecticut
$564K -$489K -2,652 -46%
HI
2532
Hudock Inc
Pennsylvania
$563K +$14.4K +78 +3%
SFWA
2533
Summit Financial Wealth Advisors
Louisiana
$561K -$23.1K -125 -4%
WIM
2534
Westside Investment Management
California
$556K -$104K -563 -3%
AIM
2535
Avity Investment Management
Connecticut
$556K -$22.3K -121 -4%
ECG
2536
EPIQ Capital Group
California
$556K – – –
DAM
2537
Deltec Asset Management
New York
$555K – – –
DACG
2538
Donor Advised Charitable Giving
California
$554K – – –
SDH
2539
Sloy Dahl & Holst
Washington
$554K +$92.9K +504 +20%
ACM
2540
Ategra Capital Management
Virginia
$552K +$12.9K +70 +2%
SFG
2541
SageGuard Financial Group
Tennessee
$551K -$217K -1,176 -28%
5L
2542
55I LLC
Massachusetts
$547K +$54.2K +294 +11%
RTS
2543
Round Table Services
New Jersey
$547K +$225K +1,222 +70%
RW
2544
REDW Wealth
New Mexico
$545K – – –
TWM
2545
Titus Wealth Management
California
$545K +$2.77K +15 +0.5%
HCP
2546
Holt Capital Partners
Texas
$545K +$64.5K +350 +13%
BFS
2547
Bickling Financial Services
Massachusetts
$542K -$15.5K -84 -3%
SNBOSCI
2548
Security National Bank of Sioux City Iowa
Iowa
$542K +$25.8K +140 +5%
PBO
2549
Peoples Bank (Ohio)
Ohio
$541K +$18.4K +100 +4%
MCM
2550
Marathon Capital Management
Maryland
$539K – – –
100 101
102
103 104