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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2301
SRN Advisors
Pennsylvania
$717K -$15.6K -51 -2%
MFGM
2302
Marshall Financial Group (Maryland)
Maryland
$715K +$3.68K +12 +0.5%
TCWM
2303
Total Clarity Wealth Management
Illinois
$714K -$117K -383 -14%
TWI
2304
Thomas White International
Illinois
$713K – – –
CA
2305
Centerpoint Advisors
Massachusetts
$713K +$38.9K +127 +6%
KAM
2306
Knightsbridge Asset Management
California
$711K +$307 +1 +0%
HR
2307
Howe & Rusling
New York
$710K -$79.1K -258 -10%
DSAM
2308
Dock Street Asset Management
Florida
$710K – – –
WA
2309
WealthTrust Axiom
Pennsylvania
$709K +$62.9K +205 +9%
BDWCC
2310
B&D White Capital Company
Texas
$708K +$736K +2,400 New
TFA
2311
Trinity Financial Advisors
Ohio
$705K – – –
MA
2312
MBA Advisors
Pennsylvania
$705K – – –
OIAM
2313
OFI Invest Asset Management
France
$705K +$732K +2,389 New
PWA
2314
Peterson Wealth Advisors
Utah
$705K +$14.4K +47 +2%
WDL
2315
Well Done LLC
Michigan
$704K -$6.44K -21 -0.9%
ACM
2316
AUA Capital Management
Pennsylvania
$704K – – –
COCM
2317
Charter Oak Capital Management
New Hampshire
$701K +$613 +2 +0.1%
EFG
2318
Everhart Financial Group
Ohio
$700K -$122K -397 -14%
SWRP
2319
Summit Wealth & Retirement Planning
California
$699K -$166K -543 -19%
IRAG
2320
Investment Research & Advisory Group
Georgia
$699K – – –
HPM
2321
Hoxton Planning & Management
West Virginia
$699K +$15.6K +51 +2%
WQ
2322
Wealth Quarterback
New Jersey
$696K +$229K +748 +46%
FOA
2323
Five Oceans Advisors
California
$696K +$140K +457 +24%
DSN
2324
D. Scott Neal
Kentucky
$695K +$920 +3 +0.1%
TVAMP
2325
Tennessee Valley Asset Management Partners
Tennessee
$693K +$2.15K +7 +0.3%
91 92
93
94 95