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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2101
FCG Advisors
New Jersey
$374K +$77.7K +354 +21%
SAM
2102
Summit Asset Management
Tennessee
$374K +$84.1K +383 +24%
MGIA
2103
Moneta Group Investment Advisors
Missouri
$374K +$150K +684 +52%
VR
2104
Viridian RIA
Washington
$373K – – –
WA
2105
WealthTrust Axiom
Pennsylvania
$373K – – –
ACM
2106
Alethea Capital Management
Washington
$373K +$110K +500 +33%
GLR
2107
Great Lakes Retirement
Ohio
$372K -$2.03M -9,235 -82%
SCA
2108
Sippican Capital Advisors
Massachusetts
$372K -$19.8K -90 -4%
PFBT
2109
Parkside Financial Bank & Trust
Missouri
$372K +$34.5K +157 +9%
CFFP
2110
Center for Financial Planning
Michigan
$372K +$146K +663 +50%
CC
2111
Cedar Capital
Illinois
$370K -$181K -823 -29%
ZCA
2112
Zeke Capital Advisors
Pennsylvania
$369K -$3.52M -16,057 -89%
PCS
2113
Personal CFO Solutions
New Jersey
$368K +$211K +961 +95%
MAM
2114
Marquette Asset Management
Minnesota
$367K – – –
EIG
2115
Ellenbecker Investment Group
Wisconsin
$367K +$10.8K +49 +3%
VCM
2116
Vivaldi Capital Management
Illinois
$365K +$68.5K +312 +19%
SPP
2117
Single Point Partners
Massachusetts
$364K -$5.05K -23 -1%
BI
2118
Bramshill Investments
Florida
$364K +$428K +1,950 New
HFA
2119
Huber Financial Advisors
Illinois
$363K -$95.5K -435 -18%
CCM
2120
Compass Capital Management
Minnesota
$363K – – –
HIIFS
2121
Harel Insurance Investments & Financial Services
Israel
$363K +$113K +516 +36%
RWM
2122
Ritholtz Wealth Management
New York
$362K +$56K +255 +15%
TFA
2123
Toth Financial Advisory
Virginia
$361K -$37.1K -169 -8%
TF
2124
Trek Financial
Arizona
$361K -$3.51K -16 -0.8%
B
2125
Bellecapital
Switzerland
$361K +$36.2K +165 +9%
83 84
85
86 87