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Name Holding Trade Value Shares
Change 		Change in
Stake
EWF
2226
Epstein & White Financial
California
$669K +$23.7K +86 +4%
FSC
2227
Full Sail Capital
Oklahoma
$669K +$26.2K +95 +5%
PAM
2228
Paradigm Asset Management
New York
$668K -$27.6K -100 -4%
SIS
2229
Sound Income Strategies
Florida
$666K -$45.5K -165 -7%
SFSG
2230
Sound Financial Strategies Group
Mississippi
$665K -$4.69K -17 -0.8%
CL
2231
COWA LLC
Oklahoma
$665K – – –
DC
2232
Derby & Company
Massachusetts
$665K – – –
FMC
2233
Financial Management Concepts
Florida
$665K – – –
SICM
2234
Sustainable Insight Capital Management
New York
$661K -$172K -625 -22%
GAM
2235
Gemmer Asset Management
California
$659K +$13.5K +49 +2%
JF
2236
JSF Financial
California
$658K -$31.4K -114 -5%
SFG
2237
SevenBridge Financial Group
Pennsylvania
$657K -$11.6K -42 -2%
OFG
2238
Oxford Financial Group
Indiana
$655K -$106K -385 -15%
MFS
2239
Madrona Financial Services
Washington
$655K +$18.7K +68 +3%
ZF
2240
Zhang Financial
Michigan
$654K -$30.6K -111 -5%
BOPW
2241
Brandywine Oak Private Wealth
Pennsylvania
$654K – – –
SRAM
2242
Spouting Rock Asset Management
Pennsylvania
$654K +$590K +2,142 New
CMANY
2243
Capital Management Associates (New York)
New York
$653K -$193K -700 -25%
SAF
2244
Smith Anglin Financial
Texas
$653K +$94.3K +342 +19%
GSEP
2245
Golden State Equity Partners
California
$652K +$283K +1,025 +92%
LA
2246
Latitude Advisors
Florida
$650K -$203K -736 -26%
WA
2247
WESPAC Advisors
California
$649K -$619K -2,245 -51%
AIA
2248
Arbor Investment Advisors
North Carolina
$648K – – –
GCA
2249
Gradient Capital Advisors
California
$645K +$17.4K +63 +3%
LWA
2250
Lineweaver Wealth Advisors
Ohio
$645K +$60.1K +218 +11%
88 89
90
91 92