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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2726
Summit Financial Group
West Virginia
$257K +$94.5K +490 +44%
HI
2727
Humankind Investments
New York
$256K -$143K -743 -32%
SFG
2728
StrategIQ Financial Group
Indiana
$256K -$2.51K -13 -0.8%
PS
2729
Planned Solutions
California
$255K -$19.9K -103 -6%
FUBT
2730
First United Bank & Trust
Maryland
$255K -$5.98K -31 -2%
MCM
2731
Morton Capital Management
California
$254K -$27.2K -141 -8%
FWM
2732
Fairhaven Wealth Management
Illinois
$254K -$248K -1,285 -45%
SAM
2733
S.A. Mason
Michigan
$254K -$5.79K -30 -2%
SFG
2734
Sovereign Financial Group
Connecticut
$254K +$73.7K +382 +32%
CC
2735
Courier Capital
New York
$253K +$8.68K +45 +3%
MAM
2736
McLean Asset Management
Virginia
$252K -$20.3K -105 -7%
WA
2737
WealthTrust Axiom
Pennsylvania
$252K -$5.4K -28 -2%
FCCM
2738
First City Capital Management
Georgia
$252K +$15K +78 +5%
BCMLT
2739
Beacon Capital Management LLC (Tennessee)
Tennessee
$251K – – –
MHR
2740
Matthew Hamilton Rosenberg
$250K -$33.4K -173 -10%
RTS
2741
Round Table Services
New Jersey
$250K +$299K +1,548 New
PP
2742
PDT Partners
New York
$250K +$299K +1,552 New
IA
2743
Integrity Advisory
Kansas
$249K -$17.2K -89 -5%
DSCM
2744
Del-Sette Capital Management
New York
$249K -$772 -4 -0.3%
HCMG
2745
Howard Capital Management Group
California
$248K -$22.5M -116,836 -99%
GSIS
2746
Global Strategic Investment Solutions
Arizona
$248K -$4.24K -22 -1%
LB
2747
Legacy Bridge
Iowa
$248K – – –
PTCG
2748
Pring Turner Capital Group
California
$248K +$579 +3 +0.2%
WAS
2749
Wealth Advisory Solutions
Indiana
$248K +$119K +616 +67%
SRC
2750
Shufro Rose & Co
New York
$247K -$25.3K -131 -8%
108 109
110
111 112