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Name Holding Trade Value Shares
Change 		Change in
Stake
HFG
1826
Heron Financial Group
New York
$795K +$51.1K +1,000 +7%
FFWM
1827
Future Financial Wealth Management
Ohio
$793K -$348K -6,800 -31%
ESCM
1828
Echo Street Capital Management
New York
$792K +$199K +3,901 +34%
MC
1829
McMorgan & Co
California
$791K +$210K +4,099 +36%
SFG
1830
StrategIQ Financial Group
Indiana
$788K +$522K +10,201 +200%
PAM
1831
Peak Asset Management
Colorado
$784K – – –
GTAM
1832
Global Trust Asset Management
Florida
$784K +$21.1K +413 +3%
FRM
1833
Fox Run Management
Connecticut
$784K +$433K +8,470 +125%
CCFM
1834
Clear Creek Financial Management
Washington
$782K -$64K -1,252 -8%
CFO
1835
CVA Family Office
Colorado
$782K +$432K +8,458 +126%
CNBTD
1836
Citizens National Bank Trust Department
Mississippi
$781K -$529K -10,340 -41%
SFI
1837
SPC Financial Inc
Maryland
$779K +$50.4K +985 +7%
CL
1838
Choreo LLC
Illinois
$778K -$89K -1,740 -10%
FFG
1839
Frisch Financial Group
New York
$778K -$85.2K -1,667 -10%
BPCE
1840
Bank Pictet & Cie (Europe)
Germany
$778K – – –
LWM
1841
Loveless Wealth Management
Montana
$777K -$568K -11,110 -42%
CA
1842
CGN Advisors
Kansas
$777K +$9.82K +192 +1%
DI
1843
DAGCO Inc
Ohio
$775K -$89.1K -1,743 -10%
CA
1844
Continuum Advisory
Idaho
$774K -$5.73K -112 -0.7%
PFA
1845
Pure Financial Advisors
California
$773K -$14.9K -292 -2%
WAAG
1846
Wealth Alliance Advisory Group
Kansas
$772K +$125K +2,453 +20%
JSL
1847
JT Stratford LLC
Georgia
$771K +$64.6K +1,263 +9%
WMA
1848
Wealth Management Associates
New Jersey
$770K +$2.81K +55 +0.4%
PCMN
1849
Paradigm Capital Management (Nevada)
Nevada
$770K +$764K +14,943 New
CWP
1850
Concord Wealth Partners
Virginia
$769K +$354K +6,915 +86%
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