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Name Holding Trade Value Shares
Change 		Change in
Stake
SRG
2401
SBB Research Group
Illinois
$372K – – –
TCM
2402
Towercrest Capital Management
Pennsylvania
$372K – – –
NJBEST
2403
New Jersey Better Educational Savings Trust
New Jersey
$371K – – –
B
2404
Bellecapital
Switzerland
$370K +$81.5K +808 +28%
TCM
2405
Traynor Capital Management
Pennsylvania
$370K +$77.4K +768 +26%
M1FG
2406
Mach-1 Financial Group
Arkansas
$370K – – –
CFO
2407
Callan Family Office
Pennsylvania
$369K +$90.9K +902 +32%
SMH
2408
Sanders Morris Harris
Texas
$368K -$1.1M -10,888 -75%
PWMG
2409
Prestige Wealth Management Group
New Jersey
$367K -$6.65K -66 -2%
IFPG
2410
Intrepid Financial Planning Group
Indiana
$366K -$11.6K -115 -3%
AF
2411
Affiance Financial
Minnesota
$366K +$3.13K +31 +0.9%
RFN
2412
Redwood Financial Network
Ohio
$366K -$23.4K -232 -6%
WCM
2413
Wedge Capital Management
North Carolina
$365K +$38K +377 +12%
CFD
2414
Creative Financial Designs
Indiana
$365K +$25.1K +249 +7%
AA
2415
Alesco Advisors
New York
$364K +$1.61K +16 +0.4%
GFP
2416
Gryphon Financial Partners
Ohio
$363K -$50.9K -505 -12%
KLI
2417
Kelman-Lazarov Inc
Tennessee
$362K +$3.93K +39 +1%
CCM
2418
Crew Capital Management
Ohio
$362K -$75.6K -750 -17%
LRWA
2419
Long Run Wealth Advisors
New York
$361K -$10.1K -100 -3%
SC
2420
Saturna Capital
Washington
$360K – – –
GWP
2421
Gateway Wealth Partners
Wisconsin
$360K +$54.8K +544 +18%
HHGA
2422
Halbert Hargrove Global Advisors
California
$360K +$43.8K +434 +14%
FNC
2423
First National Corp
Massachusetts
$360K – – –
WDL
2424
Well Done LLC
Michigan
$359K -$13.8K -137 -4%
DWP
2425
Destiny Wealth Partners
Florida
$358K +$123K +1,224 +52%
95 96
97
98 99