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Name Holding Trade Value Shares
Change 		Change in
Stake
RH
1251
RFG Holdings
Texas
$448K +$111K +4,450 +30%
IFWM
1252
Institute for Wealth Management
Colorado
$446K +$7.34K +294 +2%
WCF
1253
West Coast Financial
California
$446K -$4.95K -198 -1%
VT
1254
Vise Technologies
New York
$446K +$186K +7,437 +64%
HIM
1255
Herald Investment Management
United Kingdom
$446K – – –
FA
1256
Fagan Associates
New York
$445K -$3.16M -126,591 -87%
FHA
1257
Flagship Harbor Advisors
Massachusetts
$445K -$304K -12,168 -39%
BBA
1258
BLB&B Advisors
Pennsylvania
$444K -$226K -9,030 -32%
PCS
1259
Personal CFO Solutions
New Jersey
$444K +$17.2K +690 +4%
ISWM
1260
Independent Solutions Wealth Management
New York
$443K +$107K +4,304 +29%
EWA
1261
Encompass Wealth Advisors
Oregon
$443K +$77.8K +3,114 +20%
ZIM
1262
Zacks Investment Management
Illinois
$443K +$76.9K +3,079 +19%
GL
1263
Gerber LLC
Ohio
$443K +$10.3K +413 +2%
EWM
1264
EPG Wealth Management
Georgia
$442K +$471K +18,855 New
BFIM
1265
Beese Fulmer Investment Management
Ohio
$442K -$73.6K -2,949 -14%
SWM
1266
SilverOak Wealth Management
Minnesota
$440K +$75.1K +3,006 +19%
HT
1267
Headlands Technologies
Illinois
$439K -$1.74M -69,808 -79%
HIC
1268
Harvey Investment Company
Kentucky
$436K -$12.5K -500 -3%
TF
1269
Tompkins Financial
New York
$435K -$685K -27,434 -60%
FA
1270
Financial Advisors
Massachusetts
$434K +$3.12K +125 +0.7%
HFBOT
1271
Home Federal Bank of Tennessee
Tennessee
$433K -$33.1K -1,324 -7%
JSW
1272
Journey Strategic Wealth
New Jersey
$433K +$206K +8,244 +81%
SAA
1273
Southeast Asset Advisors
Georgia
$433K -$341K -13,674 -43%
MWM
1274
Mindset Wealth Management
Indiana
$432K +$460K +18,410 New
CWP
1275
Concord Wealth Partners
Virginia
$432K +$1.57K +63 +0.3%
49 50
51
52 53