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Name Holding Trade Value Shares
Change 		Change in
Stake
OBGC
926
O'Brien Greene & Co
Pennsylvania
$405K – – –
SOAMC
927
Spirit of America Management Corp
New York
$405K +$408K +1,400 New
FNFDCM
928
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$399K – – –
MPCG
929
Matrix Private Capital Group
New York
$394K -$5.54K -19 -1%
GM
930
Granger Management
New York
$394K +$398K +1,366 New
AWM
931
Avior Wealth Management
Nebraska
$393K +$5.83K +20 +1%
FAIM
932
Financial Advocates Investment Management
Washington
$392K -$233K -799 -37%
PB
933
Pinnacle Bancorp
Nebraska
$391K – – –
PS
934
Portfolio Strategies
New York
$387K +$3.21K +11 +0.8%
FTA
935
Financial & Tax Architects
Missouri
$385K -$9.91K -34 -2%
GDP
936
Great Diamond Partners
Maine
$384K +$4.67K +16 +1%
AG
937
AlphaSimPlex Group
Massachusetts
$382K +$385K +1,322 New
MCM
938
Manchester Capital Management
Vermont
$380K +$9.91K +34 +3%
HC
939
Henshaw Capital
Massachusetts
$378K – – –
FP
940
Financial Perspectives
Minnesota
$378K – – –
PCS
941
Personal CFO Solutions
New Jersey
$373K -$10.5K -36 -3%
QT
942
Quantamental Technologies
New York
$372K +$376K +1,288 New
SEEDPG
943
S.E.E.D. Planning Group
New York
$369K +$19K +65 +5%
ANTB
944
AMG National Trust Bank
Colorado
$367K +$371K +1,271 New
MW
945
Marcum Wealth
Ohio
$365K +$53.6K +184 +17%
RCA
946
Resonant Capital Advisors
Wisconsin
$363K -$23K -79 -6%
GWSG
947
GPS Wealth Strategies Group
Colorado
$361K +$292 +1 +0.1%
EAM
948
Evanson Asset Management
California
$360K -$23.3K -80 -6%
RCAG
949
Rehmann Capital Advisory Group
Michigan
$360K +$4.08K +14 +1%
BDF
950
Balasa Dinverno & Foltz
$359K +$10.2K +35 +3%
36 37
38
39 40