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Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
2251
Southland Equity Partners
Missouri
$645K +$28.1K +102 +5%
MTC
2252
McDaniel Terry & Co
Texas
$644K -$36.7K -133 -6%
PB
2253
Pinnacle Bancorp
Nebraska
$644K +$65.9K +239 +13%
PD
2254
Planning Directions
Pennsylvania
$642K +$2.76K +10 +0.5%
CAS
2255
Cascadia Advisory Services
Oregon
$641K +$579K +2,101 New
KWA
2256
KCS Wealth Advisory
California
$640K -$8.82K -32 -2%
LGA
2257
Lebenthal Global Advisors
New York
$640K -$5.24K -19 -0.9%
HWMG
2258
Hurlow Wealth Management Group
Indiana
$638K +$2.76K +10 +0.5%
RCG
2259
Rock Creek Group
District of Columbia
$637K -$672K -2,439 -54%
FA
2260
Financial Advisors
Massachusetts
$637K – – –
ACM
2261
Alpha Capital Management
Texas
$636K – – –
EIP
2262
Ellis Investment Partners
Pennsylvania
$635K -$21.2K -77 -4%
SFI
2263
SPC Financial Inc
Maryland
$634K -$3.16M -11,478 -85%
GLLW
2264
Graves Light Lenhart Wealth
Virginia
$634K +$195K +708 +52%
BC
2265
Barnett & Company
Tennessee
$631K +$32K +116 +6%
SFG
2266
Sunburst Financial Group
Alabama
$631K +$49.3K +179 +9%
NJBEST
2267
New Jersey Better Educational Savings Trust
New Jersey
$630K -$212K -770 -27%
SFG
2268
SNS Financial Group
Minnesota
$630K -$83K -301 -13%
LF
2269
Lee Financial
Texas
$630K +$20.9K +76 +4%
CFA
2270
Camarda Financial Advisors
Florida
$628K +$97.3K +353 +21%
SAA
2271
Southeast Asset Advisors
Georgia
$625K – – –
CGA
2272
Crescent Grove Advisors
Illinois
$625K +$143K +518 +34%
EIG
2273
Ellenbecker Investment Group
Wisconsin
$624K +$14.1K +51 +3%
TFA
2274
Teamwork Financial Advisors
Texas
$623K -$1.38K -5 -0.2%
PWA
2275
Phoenix Wealth Advisors
North Carolina
$622K -$1.93K -7 -0.3%
89 90
91
92 93