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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2226
Concorde Asset Management
Michigan
$696K -$172K -525 -20%
PD
2227
Planning Directions
Pennsylvania
$696K +$2.63K +8 +0.4%
MCA
2228
Mercer Capital Advisers
New Jersey
$695K -$181K -550 -21%
OBWG
2229
Onyx Bridge Wealth Group
New York
$694K +$122K +371 +23%
OIM
2230
Oder Investment Management
California
$690K +$86.4K +263 +14%
BI
2231
Berkeley Inc
Idaho
$690K -$26.6K -81 -4%
BOS
2232
Bingham Osborn & Scarborough
California
$689K -$50.6K -154 -7%
GFP
2233
Gryphon Financial Partners
Ohio
$688K -$5.91K -18 -0.9%
PB
2234
Pinnacle Bancorp
Nebraska
$688K +$49.9K +152 +8%
SFG
2235
SNS Financial Group
Minnesota
$687K -$20.4K -62 -3%
PAM
2236
Paradigm Asset Management
New York
$686K -$32.8K -100 -5%
CL
2237
COWA LLC
Oklahoma
$684K – – –
WOSD
2238
WFA of San Diego
California
$683K +$11.5K +35 +2%
CFD
2239
Creative Financial Designs
Indiana
$683K +$15.8K +48 +2%
HWMG
2240
Hurlow Wealth Management Group
Indiana
$682K – – –
SHJ
2241
Sharkey, Howes & Javer
Colorado
$682K +$39.7K +121 +6%
PAMP
2242
Polar Asset Management Partners
Ontario, Canada
$679K +$680K +2,070 New
CWM
2243
CCG Wealth Management
California
$678K +$82.4K +251 +14%
ACH
2244
ArrowMark Colorado Holdings
Colorado
$677K -$14.8K -45 -2%
NJBEST
2245
New Jersey Better Educational Savings Trust
New Jersey
$677K – – –
SFG
2246
Sunburst Financial Group
Alabama
$676K -$2.63K -8 -0.4%
LF
2247
Lee Financial
Texas
$674K -$328 -1 -0%
EIG
2248
Ellenbecker Investment Group
Wisconsin
$674K +$2.96K +9 +0.4%
SFSG
2249
Sound Financial Strategies Group
Mississippi
$674K +$22.3K +68 +3%
SAM
2250
Stansberry Asset Management
Texas
$672K +$75.5K +230 +13%
88 89
90
91 92