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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2101
Piershale Financial Group
Illinois
$612K +$2.98K +11 +0.5%
SFG
2102
SevenBridge Financial Group
Pennsylvania
$609K -$9.75K -36 -2%
CDIA
2103
Capital Directions Investment Advisors
Georgia
$608K +$94.5K +349 +19%
PAMP
2104
Polar Asset Management Partners
Ontario, Canada
$608K +$593K +2,191 New
CC
2105
Callan Capital
California
$605K – – –
DC
2106
Derby & Company
Massachusetts
$605K +$43.3K +160 +8%
MTC
2107
McDaniel Terry & Co
Texas
$604K -$59.3K -219 -9%
IRC
2108
Investors Research Corp
Georgia
$603K +$37.9K +140 +7%
HCM
2109
HGI Capital Management
New York
$597K -$745K -2,750 -56%
KWA
2110
KCS Wealth Advisory
California
$596K -$75K -277 -11%
BOPW
2111
Brandywine Oak Private Wealth
Pennsylvania
$595K -$3.52K -13 -0.6%
PPG
2112
Peak Planning Group
Colorado
$593K +$578K +2,134 New
MFS
2113
Madrona Financial Services
Washington
$592K +$14.9K +55 +3%
EWF
2114
Epstein & White Financial
California
$592K +$88K +325 +18%
TCB
2115
Texas Capital Bancshares
Texas
$591K -$122K -449 -17%
PFBT
2116
Parkside Financial Bank & Trust
Missouri
$590K -$43.6K -161 -7%
AIA
2117
Arbor Investment Advisors
North Carolina
$589K -$271 -1 -0%
HIM
2118
Hanlon Investment Management
New Jersey
$588K +$196K +724 +52%
BFWA
2119
Benchmark Financial Wealth Advisors
Florida
$585K -$51.7K -191 -8%
PCMC
2120
Paragon Capital Management (Colorado)
Colorado
$585K -$7.04K -26 -1%
FA
2121
Financial Advisors
Massachusetts
$585K – – –
HHGA
2122
Halbert Hargrove Global Advisors
California
$583K -$8.94K -33 -2%
CF
2123
Copperwynd Financial
Arizona
$583K – – –
GCA
2124
Gradient Capital Advisors
California
$583K +$39K +144 +7%
GC
2125
Grace Capital
Massachusetts
$583K +$406K +1,500 +250%
83 84
85
86 87