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Name Holding Trade Value Shares
Change 		Change in
Stake
NJBEST
2101
New Jersey Better Educational Savings Trust
New Jersey
$753K -$101K -367 -11%
TFO
2102
Tarbox Family Office
California
$751K +$7.7K +28 +1%
CA
2103
Claro Advisors
Massachusetts
$750K +$34.1K +124 +5%
HI
2104
Hudock Inc
Pennsylvania
$749K +$19.5K +71 +3%
HA
2105
HC Advisors
Georgia
$748K -$123K -447 -14%
PFG
2106
PAX Financial Group
Texas
$747K +$209K +760 +37%
AA
2107
Apriem Advisors
California
$743K +$57.2K +208 +8%
MCM
2108
Mainstay Capital Management
Michigan
$741K -$767K -2,789 Closed
PP
2109
PDS Planning
Ohio
$741K +$36.8K +134 +5%
APP
2110
Alpha Paradigm Partners
Illinois
$741K +$766K +2,788 New
SICM
2111
Sustainable Insight Capital Management
New York
$741K +$767K +2,790 New
KFA
2112
Krane Funds Advisors
New York
$740K +$371K +1,348 +94%
WWMSC
2113
Wagner Wealth Management (South Carolina)
South Carolina
$737K +$763K +2,776 New
AI
2114
ArchPoint Investors
Florida
$736K +$223K +810 +41%
SIC
2115
Sigma Investment Counselors
Michigan
$735K +$525K +1,909 +223%
NCM
2116
Northside Capital Management
Oregon
$734K -$9.62K -35 -1%
DWM
2117
Dorchester Wealth Management
Quebec, Canada
$734K +$4.12K +15 +0.5%
PLFAM
2118
Pineno Levin & Ford Asset Management
Virginia
$732K +$5.5K +20 +0.7%
BB
2119
Bell Bank
North Dakota
$730K -$41.2K -150 -5%
JFA
2120
JNBA Financial Advisors
Minnesota
$729K +$3.57K +13 +0.5%
VR
2121
Viridian RIA
Washington
$729K +$56.4K +205 +8%
FCFC
2122
First Commonwealth Financial Corp
Pennsylvania
$727K -$341K -1,239 -31%
PFGIA
2123
Patriot Financial Group Insurance Agency
Massachusetts
$726K +$109K +396 +17%
GC
2124
Gilbert & Cook
Iowa
$726K +$126K +458 +20%
NERM
2125
New England Research & Management
Illinois
$725K – – –
83 84
85
86 87