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Name Holding Trade Value Shares
Change 		Change in
Stake
MFGM
1651
Marshall Financial Group (Maryland)
Maryland
$1M +$982K +20,103 New
CS
1652
Capital Square
Tennessee
$1M +$691K +14,142 +238%
CF
1653
Centaurus Financial
California
$999K +$81.6K +1,670 +9%
CWM
1654
Chesapeake Wealth Management
Virginia
$998K -$55.7K -1,140 -5%
APWA
1655
Atlas Private Wealth Advisors
New Jersey
$998K -$26.1K -534 -3%
CFA
1656
Capstone Financial Advisors
Illinois
$997K +$10.3K +211 +1%
AAIM
1657
American Assets Investment Management
California
$996K – – –
MCM
1658
Mork Capital Management
California
$996K – – –
KA
1659
KLCM Advisors
Wisconsin
$996K +$596K +12,200 +157%
LSAG
1660
Lake Street Advisors Group
New Hampshire
$995K -$101K -2,072 -9%
PIA
1661
Perennial Investment Advisors
California
$995K -$1.81K -37 -0.2%
FA
1662
Financial Advisors
Massachusetts
$994K +$34.2K +700 +4%
PB
1663
Pinnacle Bancorp
Nebraska
$991K -$268K -5,495 -22%
CCA
1664
Catalyst Capital Advisors
New York
$991K +$361K +7,388 +59%
TFS
1665
Thoroughbred Financial Services
Tennessee
$990K -$245K -5,016 -20%
VWM
1666
Valley Wealth Managers
New Jersey
$986K -$41.4K -847 -4%
MWM
1667
Mattern Wealth Management
Kansas
$985K +$16.8K +345 +2%
CWP
1668
CFM Wealth Partners
Texas
$984K -$113K -2,313 -10%
AFC
1669
AFT Forsyth & Company
Florida
$983K -$9.77K -200 -1%
YWP
1670
YorkBridge Wealth Partners
New York
$980K -$74.6K -1,527 -7%
WEPOG
1671
Wealth Enhancement & Preservation of GA
Georgia
$978K +$325K +6,655 +51%
ACA
1672
Anchor Capital Advisors
Massachusetts
$976K -$1.09M -22,397 -53%
HIC
1673
Harvey Investment Company
Kentucky
$975K -$160K -3,280 -14%
XF
1674
XML Financial
Maryland
$975K +$58.5K +1,198 +7%
GWS
1675
Glassman Wealth Services
Virginia
$974K +$44.1K +903 +5%
65 66
67
68 69