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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1151
Stiles Financial Services
Minnesota
$241K +$312 +1 +0.1%
MFG
1152
Monte Financial Group
Connecticut
$241K +$261K +837 New
AFP
1153
Ausdal Financial Partners
Iowa
$240K – – –
MHS
1154
M Holdings Securities
Oregon
$240K +$10.6K +34 +4%
MWM
1155
Modera Wealth Management
New Jersey
$239K -$7.81K -25 -3%
SIM
1156
SSI Investment Management
California
$237K – – –
SMA
1157
Sage Mountain Advisors
Georgia
$237K +$60K +192 +30%
FIA
1158
Foundations Investment Advisors
Arizona
$237K +$270K +864 New
OFG
1159
Oxford Financial Group
Indiana
$235K +$15.3K +49 +6%
NIM
1160
NuWave Investment Management
New Jersey
$234K +$254K +813 New
CAM
1161
Cozad Asset Management
Illinois
$233K – – –
WDA
1162
Wendell David Associates
New Hampshire
$233K +$7.81K +25 +3%
AC
1163
ASB Consultores
Florida
$230K -$166K -530 -40%
FCCM
1164
First City Capital Management
Georgia
$230K – – –
BBW
1165
Blue Barn Wealth
Utah
$230K +$8.12K +26 +3%
AFT
1166
Alpha Family Trust
California
$229K +$248K +795 New
PWM
1167
Prentice Wealth Management
New York
$229K +$249K +797 New
WC
1168
Woodstock Corp
Massachusetts
$228K – – –
CAM
1169
Concorde Asset Management
Michigan
$228K +$1.25K +4 +0.5%
MM
1170
MQS Management
New York
$227K +$247K +790 New
SCM
1171
Schnieders Capital Management
California
$226K – – –
LWP
1172
Lumature Wealth Partners
Georgia
$226K +$11.6K +37 +5%
VF
1173
Virtu Financial
New York
$226K +$245K +785 New
BAM
1174
Berkshire Asset Management
Pennsylvania
$226K +$246K +786 New
OWA
1175
One Wealth Advisors
California
$225K +$7.5K +24 +3%
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