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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
701
Advance Capital Management
Michigan
$514K +$9.97K +728 +2%
AG
702
Ascent Group
Virginia
$514K +$104K +7,577 +28%
FM
703
Foster & Motley
Ohio
$513K +$409K +29,887 +185%
HI
704
Horizon Investments
North Carolina
$511K -$2.25M -164,509 -78%
LWAC
705
Laurel Wealth Advisors (California)
California
$511K +$71.8K +5,244 +13%
EFS
706
Essex Financial Services
Connecticut
$509K -$55.6K -4,058 -8%
OPS
707
Orion Portfolio Solutions
Nebraska
$508K +$4.48K +327 +0.7%
AF
708
Advisornet Financial
Minnesota
$507K -$61.8K -4,513 -9%
CG
709
Caprock Group
Idaho
$505K +$21.4K +1,565 +4%
APP
710
Avantax Planning Partners
Iowa
$505K +$89.1K +6,507 +17%
LAM
711
LifePro Asset Management
California
$500K +$24.9K +1,819 +4%
SWM
712
Silverlake Wealth Management
Vermont
$499K +$92K +6,716 +18%
HH
713
Hilltop Holdings
Texas
$498K +$6.82K +498 +1%
KA
714
Kintegral Advisory
New York
$497K +$13K +946 +2%
ICG
715
InterOcean Capital Group
Tennessee
$497K +$41.4K +3,021 +7%
CRIG
716
Charter Research & Investment Group
Connecticut
$494K +$607K +44,350 New
NFSG
717
Newbridge Financial Services Group
Florida
$492K +$22.8K +1,665 +4%
CA
718
Carson Advisory
Georgia
$492K +$168K +12,288 +39%
GF
719
Gabelli Funds
New York
$490K – – –
EFS
720
Econ Financial Services
Pennsylvania
$490K +$198K +14,433 +49%
CBT
721
CoreFirst Bank & Trust
Kansas
$488K -$428K -31,251 -42%
AIA
722
Affinity Investment Advisors
California
$487K -$15.2K -1,113 -2%
CIC
723
Carnegie Investment Counsel
Ohio
$487K +$10.5K +767 +2%
WPIC
724
White Pine Investment Company
Michigan
$483K -$38.9K -2,841 -6%
CAM
725
Carret Asset Management
New York
$478K +$6.87K +502 +1%
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