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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2426
Financial Advisors
Massachusetts
$234K +$780 +14 +0.4%
LDFR
2427
Lehman & Derafelo Financial Resources
Pennsylvania
$232K – – –
DI
2428
DFPG Investments
Utah
$232K +$213K +3,821 New
RPA
2429
Rock Point Advisors
Vermont
$232K +$218K +3,913 New
E
2430
Ergoteles
New York
$232K +$218K +3,922 New
CAL
2431
Capital Advisors Ltd
Ohio
$231K +$21.3K +383 +11%
BCM
2432
Breiter Capital Management
Florida
$231K +$217K +3,904 New
PIC
2433
Platt Investment Counsel
Florida
$230K – – –
JFGIW
2434
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K -$160K -2,865 -43%
CGH
2435
CMG Global Holdings
Texas
$229K – – –
PBO
2436
Peoples Bank (Ohio)
Ohio
$228K -$16.7K -300 -7%
SBF
2437
Sara-Bay Financial
Florida
$227K -$25.1K -450 -10%
TIA
2438
Tandem Investment Advisors
South Carolina
$227K -$9.02K -162 -4%
BMWM
2439
Brown Miller Wealth Management
Virginia
$227K – – –
NCM
2440
Northside Capital Management
Oregon
$227K – – –
TFA
2441
Trinity Financial Advisors
Ohio
$227K – – –
VCM
2442
Viewpoint Capital Management
Washington
$227K +$214K +3,835 New
PFG
2443
Peterson Financial Group
Iowa
$226K +$213K +3,817 New
IGGA
2444
Iron Gate Global Advisors
Utah
$226K -$2.51K -45 -1%
SL
2445
Salomon & Ludwin
Virginia
$226K +$213K +3,819 New
CIA
2446
Cascade Investment Advisors
Oregon
$226K – – –
OFS
2447
Oldfather Financial Services
Nebraska
$225K +$2.51K +45 +1%
IHWM
2448
Iron Horse Wealth Management
Iowa
$225K +$2.78K +50 +1%
SEIA
2449
Signature Estate & Investment Advisors
California
$224K -$47.9K -860 -19%
BFWA
2450
Benchmark Financial Wealth Advisors
Florida
$224K +$211K +3,783 New
96 97
98
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