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Name Holding Trade Value Shares
Change 		Change in
Stake
SFWC
2926
Strategic Family Wealth Counselors
New Jersey
$328K -$498K -945 -59%
TFS
2927
Targeted Financial Services
Florida
$327K – – –
SGI
2928
Swan Global Investments
Colorado
$327K +$44.8K +85 +15%
NC
2929
NewSquare Capital
Pennsylvania
$326K +$61.6K +117 +22%
MEG
2930
Millstone Evans Group
Colorado
$325K – – –
GHAM
2931
Gilman Hill Asset Management
Connecticut
$325K -$14.7K -28 -4%
WPC
2932
Waters Parkerson & Co
Louisiana
$325K – – –
CPIA
2933
Cornell Pochily Investment Advisors
New York
$325K +$16.3K +31 +5%
SPI
2934
Sutton Place Investors
New York
$324K -$7.9K -15 -2%
CCMT
2935
CMT Capital Markets Trading
Germany
$323K +$341K +647 New
HPBT
2936
Hickory Point Bank & Trust
Illinois
$323K +$2.11K +4 +0.6%
CA
2937
COFG Advisors
Illinois
$322K -$32.7K -62 -9%
LWM
2938
LeConte Wealth Management
Tennessee
$321K -$61.6K -117 -15%
SIC
2939
SFE Investment Counsel
California
$321K – – –
GS
2940
GWN Securities
Florida
$321K +$71.1K +135 +27%
BM
2941
Berman McAleer
Maryland
$321K -$2.63K -5 -0.8%
UBV
2942
United Bank (Virginia)
Virginia
$321K – – –
AFA
2943
Allium Financial Advisors
Oregon
$319K – – –
SWG
2944
Summit Wealth Group
Vermont
$319K +$131K +249 +64%
ACC
2945
Acorn Creek Capital
Colorado
$318K -$14.2K -27 -4%
AWA
2946
Amplius Wealth Advisors
Pennsylvania
$318K -$25.8K -49 -7%
DFCM
2947
Dark Forest Capital Management
Puerto Rico
$318K +$335K +636 New
SIC
2948
Sage Investment Counsel
Tennessee
$317K – – –
FSA
2949
Franklin Street Advisors
North Carolina
$317K – – –
MO
2950
McMillan Office
Michigan
$317K – – –
116 117
118
119 120