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Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
2251
Charter Oak Capital Management
New Hampshire
$327K -$2.13K -25 -0.6%
PCA
2252
Prosperity Capital Advisors
Ohio
$327K +$8.28K +97 +2%
SM
2253
Sensible Money
Arizona
$327K +$427 +5 +0.1%
C
2254
CEDRUS
Colorado
$326K -$26.8K -314 -7%
HC
2255
Hoese & Co
Minnesota
$326K – – –
PAS
2256
Professional Advisory Services
Florida
$325K – – –
IP
2257
Ignite Planners
California
$325K -$29K -340 -8%
SCA
2258
St. Clair Advisors
Ohio
$324K -$23.7K -277 -6%
EPA
2259
Element Pointe Advisors
Florida
$324K -$5.29K -62 -2%
HIIFS
2260
Harel Insurance Investments & Financial Services
Israel
$324K -$70.8K -829 -17%
CWM
2261
Curi Wealth Management
North Carolina
$324K -$153K -1,794 -31%
MAM
2262
Marotta Asset Management
Virginia
$323K +$5.38K +63 +2%
FCA
2263
FinTrust Capital Advisors
South Carolina
$323K -$50.6K -593 -13%
PPP
2264
Private Portfolio Partners
New Jersey
$323K +$38.4K +450 +13%
TCM
2265
Towercrest Capital Management
Pennsylvania
$322K +$3.42K +40 +1%
WE
2266
Wealth Effects
Massachusetts
$322K -$63.3K -741 -16%
SFG
2267
SNS Financial Group
Minnesota
$321K +$8.37K +98 +3%
JAFL
2268
Jay A. Fishman Ltd
Michigan
$320K -$105K -1,225 -24%
AIS
2269
AM Investment Strategies
Tennessee
$319K – – –
RWM
2270
RBA Wealth Management
California
$319K +$7.69K +90 +2%
EFG
2271
Ethos Financial Group
Pennsylvania
$319K +$336K +3,935 New
BWA
2272
Burt Wealth Advisors
Maryland
$318K -$57.4K -672 -15%
BCM
2273
BCK Capital Management
Connecticut
$318K – – –
HFRG
2274
Houlihan Financial Resource Group
Virginia
$318K +$334K +3,912 New
HPWM
2275
High Pines Wealth Management
Massachusetts
$317K +$119K +1,394 +55%
89 90
91
92 93