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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2501
Wedge Capital Management
North Carolina
$505K -$15.1K -51 -3%
VBWMG
2502
Von Berge Wealth Management Group
California
$505K +$6.2K +21 +1%
CIS
2503
Connors Investor Services
Pennsylvania
$504K – – –
W
2504
Wealthquest
Ohio
$504K +$37.5K +127 +7%
PIA
2505
Powell Investment Advisors
Florida
$504K +$255K +865 +89%
PCMC
2506
Paragon Capital Management (Colorado)
Colorado
$503K +$29.5K +100 +6%
BBNB
2507
Baker Boyer National Bank
Washington
$502K -$26K -88 -5%
AA
2508
Aire Advisors
California
$502K +$56.7K +192 +12%
SRC
2509
Shufro Rose & Co
New York
$501K -$7.09K -24 -1%
GG
2510
Gleason Group
Kentucky
$501K -$2.66K -9 -0.5%
SL
2511
Salomon & Ludwin
Virginia
$501K +$1.18K +4 +0.2%
DOA
2512
D'Orazio & Associates
Virginia
$501K +$184K +624 +52%
DFG
2513
Demars Financial Group
Washington
$500K -$2.94M -9,958 -85%
SIM
2514
SSI Investment Management
California
$500K -$497K -1,685 -48%
KCFA
2515
Key Client Fiduciary Advisors
New Jersey
$500K +$18.6K +63 +4%
SIAG
2516
Safeguard Investment Advisory Group
California
$499K – – –
FFA
2517
Fragasso Financial Advisors
Pennsylvania
$499K +$2.07K +7 +0.4%
MCP
2518
Mirador Capital Partners
California
$498K -$1.48K -5 -0.3%
LAM
2519
L2 Asset Management
Massachusetts
$497K -$886 -3 -0.2%
KIM
2520
Karpus Investment Management
New York
$494K – – –
PAS
2521
Professional Advisory Services
Florida
$494K – – –
SIC
2522
Samalin Investment Counsel
New York
$494K +$15.9K +54 +3%
HGERS
2523
Householder Group Estate & Retirement Specialist
Arizona
$493K -$14.8K -50 -3%
MFP
2524
Meridian Financial Partners
Virginia
$491K +$484K +1,641 New
FWP
2525
Firethorn Wealth Partners
Georgia
$490K -$1.77K -6 -0.4%
99 100
101
102 103