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Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1801
Great Diamond Partners
Maine
$318K +$15.5K +113 +5%
PI
1802
PEAK6 Investments
Illinois
$317K -$2.95M -21,552 -91%
CCA
1803
Catalyst Capital Advisors
New York
$317K – – –
FAM
1804
Formidable Asset Management
Ohio
$315K -$68.4K -500 -18%
PIM
1805
Progressive Investment Management
Oregon
$315K – – –
VAG
1806
VisionPoint Advisory Group
Texas
$315K – – –
KFGK
1807
Keystone Financial Group (Kentucky)
Kentucky
$313K -$9.98K -73 -3%
HCM
1808
Hengehold Capital Management
Ohio
$313K -$8.89K -65 -3%
OPOWM
1809
One Plus One Wealth Management
Florida
$312K +$65.1K +476 +27%
PIN
1810
Prudent Investors Network
California
$310K – – –
TFA
1811
Trinity Financial Advisors
Ohio
$310K – – –
GCA
1812
Gradient Capital Advisors
California
$310K +$547 +4 +0.2%
RIS
1813
Retirement Income Solutions
Michigan
$310K +$17.9K +131 +6%
DOA
1814
D'Orazio & Associates
Virginia
$309K -$15K -110 -5%
HFP
1815
Holistic Financial Partners
Indiana
$309K – – –
CNB
1816
Camden National Bank
Maine
$309K +$14.4K +105 +5%
CF
1817
Clarity Financial
Texas
$309K +$36K +263 +14%
SMA
1818
Sage Mountain Advisors
Georgia
$309K +$301K +2,202 New
BFG
1819
Bouchey Financial Group
New York
$307K -$684 -5 -0.2%
FVWA
1820
Foster Victor Wealth Advisors
South Carolina
$307K – – –
MLFP
1821
MPS Loria Financial Planners
Illinois
$307K +$20.2K +148 +7%
MGAM
1822
McGowan Group Asset Management
Texas
$306K +$410 +3 +0.1%
GRP
1823
Global Retirement Partners
California
$304K +$47.7K +349 +19%
CI
1824
CX Institutional
Indiana
$303K +$52.1K +381 +21%
FNBOSM
1825
First National Bank of South Miami
Florida
$303K +$95K +695 +47%
71 72
73
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