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Name Holding Trade Value Shares
Change 		Change in
Stake
FNC
2301
First National Corp
Massachusetts
$724K +$110K +619 +17%
RZH
2302
Relyea Zuckerberg Hanson
Connecticut
$722K +$64.3K +361 +9%
JVBC
2303
J.V. Bruni & Co
Colorado
$720K -$9.63K -54 -1%
TWM
2304
Triton Wealth Management
Arizona
$719K – – –
GPFA
2305
Game Plan Financial Advisors
Ohio
$718K -$165K -924 -18%
SFA
2306
Source Financial Advisors
New York
$718K +$3.92K +22 +0.5%
RSWM
2307
Robertson Stephens Wealth Management
California
$717K -$201K -1,128 -21%
AF
2308
Apexium Financial
Texas
$714K – – –
TA
2309
TruWealth Advisors
Louisiana
$714K +$3.56K +20 +0.5%
HCM
2310
HMS Capital Management
Tennessee
$713K -$64.9K -364 -8%
FCFC
2311
First Citizens Financial Corp
Iowa
$709K -$26.7K -150 -3%
SMA
2312
Sage Mountain Advisors
Georgia
$709K +$12.8K +72 +2%
ASBI
2313
American State Bank (Iowa)
Iowa
$707K +$3.56K +20 +0.5%
BOS
2314
Bingham Osborn & Scarborough
California
$707K +$84.1K +472 +13%
CG
2315
CFO4Life Group
Texas
$707K +$142K +796 +24%
FAFN
2316
First Affirmative Financial Network
Colorado
$707K +$745K +4,180 New
SW
2317
SkyOak Wealth
Michigan
$706K -$1.78K -10 -0.2%
SIM
2318
SSI Investment Management
California
$706K – – –
MIG
2319
McGuire Investment Group
Rhode Island
$702K +$19.1K +107 +3%
AFG
2320
Allegheny Financial Group
Pennsylvania
$701K -$5.17K -29 -0.7%
CHA
2321
Cooper/Haims Advisors
New York
$701K – – –
CCC
2322
Crescent Capital Consulting
Louisiana
$701K – – –
MA
2323
MBA Advisors
Pennsylvania
$700K – – –
NICM
2324
Neo Ivy Capital Management
New York
$699K +$241K +1,353 +28%
CCB
2325
Cutter & Co Brokerage
Missouri
$697K -$33.2K -186 -4%
91 92
93
94 95