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Name Holding Trade Value Shares
Change 		Change in
Stake
NED
2401
Nancy E. Dempze
$227K -$56.2K -1,300 -18%
RIS
2402
Retirement Income Solutions
Michigan
$226K -$13.3K -307 -5%
KP
2403
Keel Point
Alabama
$226K +$26.1K +603 +10%
HHGA
2404
Halbert Hargrove Global Advisors
California
$225K -$26.9K -622 -9%
PCG
2405
Prosperity Consulting Group
Maryland
$225K +$5.5K +127 +2%
CWG
2406
Crown Wealth Group
North Carolina
$225K +$7.44K +172 +3%
AIA
2407
Angeles Investment Advisors
California
$224K – – –
JSMC
2408
Jess S. Morgan & Co
California
$224K – – –
MWA
2409
Miller Wealth Advisors
Colorado
$224K – – –
WW
2410
Westshore Wealth
California
$224K – – –
GCP
2411
GSA Capital Partners
United Kingdom
$224K +$259K +5,994 New
NFG
2412
Norris Financial Group
South Carolina
$224K -$60.6K -1,400 -19%
FBT
2413
First Bankers Trust
Kentucky
$223K -$8.65K -200 -3%
DA
2414
Dillon & Associates
Michigan
$223K – – –
AF
2415
Apexium Financial
Texas
$222K -$2.68K -62 -1%
CFN
2416
Cordasco Financial Network
Florida
$222K +$43 +1 +0%
MCA
2417
MSH Capital Advisors
Arizona
$221K -$5.97K -138 -2%
SFS
2418
Security Financial Services
Indiana
$221K -$3.42K -79 -1%
PAS
2419
Professional Advisory Services
Florida
$221K – – –
LRWA
2420
Long Run Wealth Advisors
New York
$221K +$10.4K +240 +4%
JF
2421
Joule Financial
Kentucky
$221K +$256K +5,910 New
WPA
2422
West Paces Advisors
Georgia
$219K +$38.9K +900 +18%
WAG
2423
Winthrop Advisory Group
Massachusetts
$219K -$62.3K -1,441 -20%
FCM
2424
Firestone Capital Management
Florida
$219K +$1.56K +36 +0.6%
BEI
2425
Benjamin Edwards Inc
Missouri
$218K +$43.8K +1,013 +21%
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97
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