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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1301
Beaumont Financial Advisors
Massachusetts
$290K +$3.81K +15 +1%
HI
1302
Hendershot Investments
Virginia
$290K – – –
MWM
1303
Modern Wealth Management
Kansas
$289K +$290K +1,142 New
TFA
1304
Transamerica Financial Advisors
Florida
$288K -$65.3K -257 -18%
P
1305
&Partners
Tennessee
$288K +$18.8K +74 +7%
PCS
1306
Personal CFO Solutions
New Jersey
$287K +$68.1K +268 +31%
AG
1307
Ascent Group
Virginia
$286K -$4.07K -16 -1%
SFC
1308
Swisher Financial Concepts
Ohio
$286K +$297K +1,168 New
ICM
1309
Ionic Capital Management
New York
$286K +$287K +1,130 New
OWP
1310
Obermeyer Wealth Partners
Colorado
$285K – – –
HFRG
1311
Houlihan Financial Resource Group
Virginia
$285K – – –
FCFC
1312
First Commonwealth Financial Corp
Pennsylvania
$285K -$254 -1 -0.1%
GI
1313
GAMMA Investing
California
$282K +$297K +1,170 New
ESBC
1314
E.S. Barr & Co
Kentucky
$282K – – –
KAS
1315
KPP Advisory Services
Kentucky
$282K +$4.32K +17 +2%
TPI
1316
Trust Point Inc
Wisconsin
$282K +$283K +1,113 New
HA
1317
Harfst & Associates
Wyoming
$281K -$76.2K -300 -21%
OR
1318
Olympiad Research
Connecticut
$279K +$280K +1,104 New
HWM
1319
Horizon Wealth Management
Illinois
$279K +$762 +3 +0.3%
SWM
1320
Seed Wealth Management
Illinois
$279K – – –
AAIS
1321
ABN AMRO Investment Solutions
$278K -$46.5K -183 -14%
NJBEST
1322
New Jersey Better Educational Savings Trust
New Jersey
$278K – – –
APP
1323
Avantax Planning Partners
Iowa
$278K +$4.57K +18 +2%
AHB
1324
Abner Herrman & Brock
New Jersey
$277K -$12.7K -50 -4%
LIA
1325
LBMC Investment Advisors
Tennessee
$277K -$7.37K -29 -3%
51 52
53
54 55