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Name Holding Trade Value Shares
Change 		Change in
Stake
VA
1301
Valmark Advisers
Ohio
$227K +$31.1K +548 +14%
NFG
1302
Nadler Financial Group
Illinois
$226K +$259K +4,556 New
SAG
1303
SageView Advisory Group
California
$225K +$398 +7 +0.2%
HA
1304
Helium Advisors
Washington
$225K +$80K +1,409 +45%
SFC
1305
Swisher Financial Concepts
Ohio
$225K -$20.1K -354 -7%
CA
1306
COFG Advisors
Illinois
$225K +$257K +4,523 New
BFS
1307
Bare Financial Services
Pennsylvania
$225K +$4.09K +72 +2%
SIA
1308
SeaBridge Investment Advisors
New Jersey
$223K +$255K +4,496 New
MC
1309
Matisse Capital
Oregon
$223K -$36.8K -648 -13%
PA
1310
Promethium Advisors
Maryland
$223K +$7.38K +130 +3%
VCA
1311
Verdence Capital Advisors
Maryland
$223K -$14.9K -262 -6%
PWPS
1312
Pinnacle Wealth Planning Services
Ohio
$223K +$16.7K +294 +7%
PFGIA
1313
Patriot Financial Group Insurance Agency
Massachusetts
$222K +$254K +4,476 New
TWA
1314
TCI Wealth Advisors
Arizona
$222K +$64.8K +1,141 +34%
OWA
1315
ORBA Wealth Advisors
Illinois
$221K +$253K +4,454 New
AA
1316
Ancora Advisors
Ohio
$221K -$43.5K -765 -15%
EU
1317
Emory University
Georgia
$221K – – –
RFA
1318
Rollins Financial Advisors
New York
$221K -$31.3K -551 -11%
WF
1319
WoodTrust Financial
Wisconsin
$220K – – –
SFP
1320
Shepherd Financial Partners
Massachusetts
$219K +$251K +4,420 New
FUBT
1321
First United Bank & Trust
Maryland
$219K -$762K -13,410 -75%
PCM
1322
Presidio Capital Management
California
$219K +$38.1K +670 +18%
RCM
1323
Regency Capital Management
Hawaii
$219K -$219K -3,850 -47%
PW
1324
PUREfi Wealth
Massachusetts
$218K +$22.7K +400 +10%
SWM
1325
Segment Wealth Management
Texas
$218K +$250K +4,400 New
51 52
53
54 55