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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
2251
Gradient Capital Advisors
California
$645K +$17.4K +63 +3%
LWA
2252
Lineweaver Wealth Advisors
Ohio
$645K +$60.1K +218 +11%
SEP
2253
Southland Equity Partners
Missouri
$645K +$28.1K +102 +5%
MTC
2254
McDaniel Terry & Co
Texas
$644K -$36.7K -133 -6%
PB
2255
Pinnacle Bancorp
Nebraska
$644K +$65.9K +239 +13%
PD
2256
Planning Directions
Pennsylvania
$642K +$2.76K +10 +0.5%
CAS
2257
Cascadia Advisory Services
Oregon
$641K +$579K +2,101 New
KWA
2258
KCS Wealth Advisory
California
$640K -$8.82K -32 -2%
LGA
2259
Lebenthal Global Advisors
New York
$640K -$5.24K -19 -0.9%
HWMG
2260
Hurlow Wealth Management Group
Indiana
$638K +$2.76K +10 +0.5%
RCG
2261
Rock Creek Group
District of Columbia
$637K -$672K -2,439 -54%
FA
2262
Financial Advisors
Massachusetts
$637K – – –
ACM
2263
Alpha Capital Management
Texas
$636K – – –
EIP
2264
Ellis Investment Partners
Pennsylvania
$635K -$21.2K -77 -4%
SFI
2265
SPC Financial Inc
Maryland
$634K -$3.16M -11,478 -85%
GLLW
2266
Graves Light Lenhart Wealth
Virginia
$634K +$195K +708 +52%
BC
2267
Barnett & Company
Tennessee
$631K +$32K +116 +6%
SFG
2268
Sunburst Financial Group
Alabama
$631K +$49.3K +179 +9%
NJBEST
2269
New Jersey Better Educational Savings Trust
New Jersey
$630K -$212K -770 -27%
SFG
2270
SNS Financial Group
Minnesota
$630K -$83K -301 -13%
LF
2271
Lee Financial
Texas
$630K +$20.9K +76 +4%
CFA
2272
Camarda Financial Advisors
Florida
$628K +$97.3K +353 +21%
SAA
2273
Southeast Asset Advisors
Georgia
$625K – – –
CGA
2274
Crescent Grove Advisors
Illinois
$625K +$143K +518 +34%
EIG
2275
Ellenbecker Investment Group
Wisconsin
$624K +$14.1K +51 +3%
89 90
91
92 93