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Name Holding Trade Value Shares
Change 		Change in
Stake
ZCA
2226
Zeke Capital Advisors
Pennsylvania
$670K +$138K +500 +29%
SFG
2227
Sovereign Financial Group
Connecticut
$670K +$166K +603 +38%
EWF
2228
Epstein & White Financial
California
$669K +$23.7K +86 +4%
FSC
2229
Full Sail Capital
Oklahoma
$669K +$26.2K +95 +5%
PAM
2230
Paradigm Asset Management
New York
$668K -$27.6K -100 -4%
SIS
2231
Sound Income Strategies
Florida
$666K -$45.5K -165 -7%
SFSG
2232
Sound Financial Strategies Group
Mississippi
$665K -$4.69K -17 -0.8%
CL
2233
COWA LLC
Oklahoma
$665K – – –
DC
2234
Derby & Company
Massachusetts
$665K – – –
FMC
2235
Financial Management Concepts
Florida
$665K – – –
SICM
2236
Sustainable Insight Capital Management
New York
$661K -$172K -625 -22%
GAM
2237
Gemmer Asset Management
California
$659K +$13.5K +49 +2%
JF
2238
JSF Financial
California
$658K -$31.4K -114 -5%
SFG
2239
SevenBridge Financial Group
Pennsylvania
$657K -$11.6K -42 -2%
OFG
2240
Oxford Financial Group
Indiana
$655K -$106K -385 -15%
MFS
2241
Madrona Financial Services
Washington
$655K +$18.7K +68 +3%
ZF
2242
Zhang Financial
Michigan
$654K -$30.6K -111 -5%
BOPW
2243
Brandywine Oak Private Wealth
Pennsylvania
$654K – – –
SRAM
2244
Spouting Rock Asset Management
Pennsylvania
$654K +$590K +2,142 New
CMANY
2245
Capital Management Associates (New York)
New York
$653K -$193K -700 -25%
SAF
2246
Smith Anglin Financial
Texas
$653K +$94.3K +342 +19%
GSEP
2247
Golden State Equity Partners
California
$652K +$283K +1,025 +92%
LA
2248
Latitude Advisors
Florida
$650K -$203K -736 -26%
WA
2249
WESPAC Advisors
California
$649K -$619K -2,245 -51%
AIA
2250
Arbor Investment Advisors
North Carolina
$648K – – –
88 89
90
91 92