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Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
2251
Piershale Financial Group
Illinois
$589K +$3.3K +12 +0.5%
OIM
2252
Oder Investment Management
California
$587K +$608K +2,211 New
BFWA
2253
Benchmark Financial Wealth Advisors
Florida
$584K +$25.8K +94 +4%
SFG
2254
SevenBridge Financial Group
Pennsylvania
$583K – – –
SFSG
2255
Sound Financial Strategies Group
Mississippi
$583K +$604K +2,196 New
SL
2256
Summitry LLC
California
$582K +$45.9K +167 +8%
CDIA
2257
Capital Directions Investment Advisors
Georgia
$581K – – –
DC
2258
Derby & Company
Massachusetts
$579K – – –
FMC
2259
Financial Management Concepts
Florida
$579K +$599K +2,180 New
FSC
2260
Full Sail Capital
Oklahoma
$575K -$92.1K -335 -14%
EIP
2261
Ellis Investment Partners
Pennsylvania
$573K -$13.5K -49 -2%
RWA
2262
Redhawk Wealth Advisors
Minnesota
$572K -$308K -1,122 -34%
HCM
2263
HGI Capital Management
New York
$571K – – –
CL
2264
COWA LLC
Oklahoma
$571K +$573K +2,085 New
BOPW
2265
Brandywine Oak Private Wealth
Pennsylvania
$569K – – –
PSP
2266
Principal Street Partners
Tennessee
$569K +$68.2K +248 +13%
FMW
2267
Farr Miller & Washington
District of Columbia
$569K +$68.7K +250 +13%
EW
2268
Evoke Wealth
California
$567K +$41.2K +150 +8%
HPCM
2269
Hunter Perkins Capital Management
Illinois
$566K +$586K +2,130 New
KWA
2270
KCS Wealth Advisory
California
$565K -$5.22K -19 -0.9%
WDL
2271
Well Done LLC
Michigan
$565K +$277K +1,006 +90%
AIA
2272
Arbor Investment Advisors
North Carolina
$564K – – –
LGA
2273
Lebenthal Global Advisors
New York
$562K +$582K +2,117 New
GAM
2274
Gemmer Asset Management
California
$561K +$15.7K +57 +3%
FBB
2275
Fulton Breakefield Broenniman
Maryland
$560K -$238K -867 -29%
89 90
91
92 93