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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2151
Summit Financial Strategies
Ohio
$239K -$2.84K -25 -1%
AA
2152
Alesco Advisors
New York
$237K – – –
SFSG
2153
Stearns Financial Services Group
North Carolina
$236K -$2.84K -25 -1%
MCG
2154
MACRO Consulting Group
New Jersey
$236K +$246K +2,162 New
MIFH
2155
Migdal Insurance & Financial Holdings
Israel
$235K +$243K +2,141 New
AIS
2156
American Investment Services
Massachusetts
$234K – – –
PWMG
2157
Prestige Wealth Management Group
New Jersey
$234K +$242K +2,132 New
CG
2158
CFO4Life Group
Texas
$234K +$243K +2,135 New
CHA
2159
Carmichael Hill & Associates
Maryland
$233K +$3.98K +35 +2%
APW
2160
Acima Private Wealth
Virginia
$233K +$242K +2,128 New
MWM
2161
MorganRosel Wealth Management
Colorado
$232K +$240K +2,114 New
SIC
2162
Schwartz Investment Counsel
Michigan
$230K – – –
CIC
2163
Cornercap Investment Counsel
Georgia
$228K +$236K +2,080 New
AR
2164
Advisory Research
Illinois
$228K +$237K +2,083 New
WCM
2165
Wedge Capital Management
North Carolina
$226K -$9.32K -82 -4%
DE
2166
Day & Ennis
Georgia
$226K -$5.46K -48 -2%
GAM
2167
Gemmer Asset Management
California
$225K -$12.6K -111 -5%
FWM
2168
Focused Wealth Management
New York
$224K +$47.8K +420 +26%
AFA
2169
American Financial Advisors
Georgia
$224K +$232K +2,043 New
CAM
2170
Claret Asset Management
Quebec, Canada
$222K – – –
F
2171
F3Logic
Minnesota
$222K +$230K +2,023 New
PMG
2172
Private Management Group
California
$222K +$230K +2,023 New
CWM
2173
Connecticut Wealth Management
Connecticut
$221K -$163K -1,433 -42%
FDS
2174
First Dallas Securities
Texas
$220K -$17.1K -150 -7%
CM
2175
Castleark Management
Illinois
$219K – – –
85 86
87
88 89