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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2451
Coho Partners
Pennsylvania
$774K – – –
SRC
2452
Sage Rhino Capital
California
$774K +$5.71K +15 +0.8%
QCIG
2453
Quad-Cities Investment Group
Iowa
$773K -$381 -1 -0.1%
SFPG
2454
Stonebridge Financial Planning Group
Florida
$771K – – –
KWA
2455
KCS Wealth Advisory
California
$769K -$24.4K -64 -3%
FFA
2456
Freedman Financial Associates
Massachusetts
$766K – – –
HGERS
2457
Householder Group Estate & Retirement Specialist
Arizona
$764K +$701K +1,841 New
CIS
2458
Connors Investor Services
Pennsylvania
$762K -$8K -21 -1%
IWP
2459
Insight Wealth Partners
Texas
$762K +$699K +1,837 New
WFA
2460
WMG Financial Advisors
Tennessee
$760K +$697K +1,831 New
KWS
2461
Keystone Wealth Services
California
$760K +$697K +1,832 New
FOA
2462
Five Oceans Advisors
California
$758K +$53.3K +140 +8%
CA
2463
CSM Advisors
Pennsylvania
$757K – – –
NRA
2464
NSI Retail Advisors
Pennsylvania
$757K – – –
EP
2465
Edgestream Partners
New Jersey
$757K +$104K +274 +18%
UIA
2466
Ulland Investment Advisors
Minnesota
$755K +$692K +1,819 New
FAT
2467
First American Trust
California
$752K -$6.85K -18 -1%
BWM
2468
BCS Wealth Management
Tennessee
$751K +$368K +967 +115%
CFD
2469
Creative Financial Designs
Indiana
$749K -$105K -277 -13%
ZCA
2470
Zeke Capital Advisors
Pennsylvania
$748K -$34.3K -90 -5%
FC
2471
Forte Capital
New York
$748K -$9.52K -25 -1%
KIM
2472
Karpus Investment Management
New York
$747K – – –
PAS
2473
Professional Advisory Services
Florida
$747K – – –
PWM
2474
Purus Wealth Management
California
$739K -$8.76K -23 -1%
TIM
2475
Tevis Investment Management
Texas
$738K +$684K +1,796 New
97 98
99
100 101