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Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
2426
Lighthouse Financial Advisors
Maryland
$222K +$231K +1,020 New
PCS
2427
Personal CFO Solutions
New Jersey
$221K -$8.15K -36 -3%
BL
2428
Balentine LLC
Georgia
$221K +$82.7K +365 +57%
CCP
2429
Cardan Capital Partners
Colorado
$220K -$2.49K -11 -1%
POIA
2430
Pin Oak Investment Advisors
Texas
$219K – – –
SA
2431
Sicart Associates
New York
$218K -$113K -500 -33%
JGUA
2432
John G. Ullman & Associates
New York
$218K – – –
TSS
2433
Thomas Story & Son
Indiana
$218K – – –
EFL
2434
ERn Financial LLC
Wisconsin
$218K +$4.76K +21 +2%
SAM
2435
Stewart Asset Management
New York
$218K +$226K +1,000 New
TCM
2436
Tandem Capital Management
New Jersey
$218K +$226K +1,000 New
FDS
2437
Freedom Day Solutions
Texas
$217K +$225K +994 New
ELI
2438
Empire Life Investments
Ontario, Canada
$216K +$72.2K +319 +48%
IWP
2439
Icon Wealth Partners
Texas
$215K -$453 -2 -0.2%
RPSA
2440
Richard P. Slaughter Associates
Texas
$214K +$221K +978 New
HFS
2441
Howard Financial Services
Texas
$214K +$222K +981 New
OCM
2442
Osterweis Capital Management
California
$213K -$39.4K -174 -15%
BFWA
2443
Benchmark Financial Wealth Advisors
Florida
$213K +$453 +2 +0.2%
IFAM
2444
Institutional & Family Asset Management
Colorado
$212K +$8.83K +39 +4%
CA
2445
Cortland Associates
Missouri
$212K +$219K +969 New
DA
2446
DSC Advisors
Illinois
$211K +$8.38K +37 +4%
FFG
2447
Ford Financial Group
California
$211K +$17.4K +77 +9%
SA
2448
Silversage Advisors
California
$211K +$218K +964 New
LP
2449
LGL Partners
Pennsylvania
$210K -$83.8K -370 -28%
KWMG
2450
King Wealth Management Group
Florida
$208K -$4.08K -18 -2%
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98
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