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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2301
Summit Financial Strategies
Ohio
$611K -$16.8K -166 -4%
SIM
2302
Studio Investment Management
Illinois
$611K -$78.6K -777 -15%
DFP
2303
Donalies Financial Planning
District of Columbia
$611K +$442K +4,373 New
RBFC
2304
Roman Butler Fullerton & Co
Missouri
$611K +$2.43K +24 +0.4%
LC
2305
Lincoln Capital
Nebraska
$609K -$51.6K -510 -10%
BW
2306
Basepoint Wealth
Iowa
$607K -$1.32M -13,102 -75%
CE
2307
Cornerstone Enterprises
Wisconsin
$607K +$439K +4,346 New
CAL
2308
Capital Advisors Ltd
Ohio
$606K -$5.97K -59 -1%
BHWA
2309
Beacon Harbor Wealth Advisors
Virginia
$606K -$233K -2,300 -26%
KIM
2310
Kane Investment Management
California
$605K +$438K +4,334 New
TIA
2311
TCFG Investment Advisors
California
$604K -$25.7K -254 -6%
AIM
2312
Axiom Investment Management
New York
$604K +$30.3K +300 +7%
GK
2313
Graney & King
New York
$604K -$39.1K -387 -8%
CFG
2314
Certior Financial Group
Pennsylvania
$603K +$437K +4,318 New
AGC
2315
Aspen Grove Capital
Colorado
$603K +$436K +4,315 New
ECA
2316
Elevate Capital Advisors
Colorado
$603K +$436K +4,315 New
SDAM
2317
Shulman DeMeo Asset Management
New York
$602K +$436K +4,314 New
WA
2318
WESPAC Advisors
California
$602K +$436K +4,313 New
NPF
2319
Norris Perne & French
Michigan
$602K +$436K +4,313 New
HAP
2320
Harbor Asset Planning
Massachusetts
$598K – – –
VPF
2321
Vantage Point Financial
Illinois
$596K +$432K +4,271 New
CAL
2322
Capital Analysts LLC
Pennsylvania
$595K -$14.8K -146 -3%
CCA
2323
Carrera Capital Advisors
Michigan
$594K +$430K +4,253 New
FCB
2324
First County Bank
Connecticut
$592K +$429K +4,241 New
SCM
2325
SCS Capital Management
Massachusetts
$592K -$997K -9,855 -70%
91 92
93
94 95