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Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2426
Planning Directions
Pennsylvania
$640K +$3.47K +10 +0.5%
EA
2427
Eudaimonia Advisors
Tennessee
$638K -$32.6K -94 -4%
JF
2428
JSF Financial
California
$636K -$344K -992 -32%
SIS
2429
Sound Income Strategies
Florida
$636K -$15.6K -45 -2%
RK
2430
Rather & Kittrell
Tennessee
$636K +$125K +359 +20%
PC
2431
Periscope Capital
Ontario, Canada
$636K +$483K +1,391 +190%
PFA
2432
Pathway Financial Advisors
Vermont
$635K – – –
HIG
2433
Heritage Investment Group
Florida
$635K +$1.73K +5 +0.2%
FWM
2434
Finer Wealth Management
Massachusetts
$632K +$31.2K +90 +4%
CWM
2435
CCG Wealth Management
California
$630K +$6.24K +18 +0.9%
SFPG
2436
Stonebridge Financial Planning Group
Florida
$629K – – –
AC
2437
ASB Consultores
Florida
$629K +$69.7K +201 +11%
CSPAM
2438
Cary Street Partners Asset Management
Virginia
$628K +$170K +489 +30%
SFG
2439
SNS Financial Group
Minnesota
$627K -$34.7K -100 -5%
GAM
2440
Grandview Asset Management
Pennsylvania
$627K -$29.5K -85 -4%
GFP
2441
Gryphon Financial Partners
Ohio
$626K -$6.59K -19 -0.9%
CPA
2442
Cardiff Park Advisors
California
$626K +$27.4K +79 +4%
PAM
2443
Paradigm Asset Management
New York
$626K – – –
CL
2444
COWA LLC
Oklahoma
$624K – – –
BFA
2445
Beacon Financial Advisory
Ohio
$622K -$6.94K -20 -1%
SHJ
2446
Sharkey, Howes & Javer
Colorado
$622K +$347 +1 +0%
AIA
2447
Allied Investment Advisors
Montana
$621K -$15.6K -45 -2%
CFA
2448
Capstone Financial Advisors
Illinois
$620K +$2.77K +8 +0.4%
MKC
2449
M. Kraus & Co
Vermont
$620K +$10.4K +30 +1%
EFG
2450
Everhart Financial Group
Ohio
$617K +$159K +457 +28%
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98
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