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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1826
Haverford Financial Services
Pennsylvania
$309K – – –
PCMK
1827
Paragon Capital Management (Kansas)
Kansas
$308K +$121 +1 +0%
RVPG
1828
Relative Value Partners Group
$307K – – –
WG
1829
Welch Group
Alabama
$306K -$321K -2,659 -50%
AW
1830
Alpha Windward
Massachusetts
$306K -$50.2K -415 -14%
DPI
1831
Diversified Portfolios Inc
Michigan
$306K +$319K +2,642 New
OIA
1832
OneDigital Investment Advisors
Kansas
$305K -$862K -7,126 -73%
CISOA
1833
Capital Investment Services of America
Wisconsin
$305K -$12.7K -105 -4%
AWM
1834
Avior Wealth Management
Nebraska
$304K -$43.6K -361 -12%
AIA
1835
Arbor Investment Advisors
North Carolina
$302K -$3.14K -26 -1%
CWM
1836
Cedar Wealth Management
California
$300K -$20.2K -167 -6%
MBT
1837
Monroe Bank & Trust
Michigan
$300K -$8.83K -73 -3%
AIP
1838
ARS Investment Partners
New York
$298K -$1.68M -13,880 -84%
WHG
1839
Westwood Holdings Group
Texas
$298K -$29.7K -246 -9%
CPA
1840
Capital Planning Advisors
California
$297K -$2.38M -19,710 -89%
IF
1841
IRON Financial
Illinois
$297K -$12.2K -101 -4%
WP
1842
WealthPLAN Partners
Nebraska
$296K +$8.58K +71 +3%
BWM
1843
BerganKDV Wealth Management
Minnesota
$295K +$10.2K +84 +3%
GA
1844
Geller Advisors
New York
$294K +$242 +2 +0.1%
MCIA
1845
Mountain Capital Investment Advisors
Colorado
$293K -$12.5K -103 -4%
AC
1846
Avenir Corporation
Virginia
$293K – – –
APSP
1847
Asset Planning Services (Pennsylvania)
Pennsylvania
$293K +$14.1K +117 +5%
CG
1848
Corundum Group
Colorado
$293K +$51.7K +428 +20%
ICA
1849
Infrastructure Capital Advisors
New York
$293K +$306K +2,530 New
KWM
1850
Kingsview Wealth Management
Oregon
$292K +$42.7K +353 +16%
72 73
74
75 76