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Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
2751
Beck Mack & Oliver
New York
$604K – – –
HI
2752
Hudock Inc
Pennsylvania
$601K +$33.2K +100 +6%
RGF
2753
Retirement Guys Formula
Ohio
$601K +$593K +1,787 New
CFD
2754
Creative Financial Designs
Indiana
$599K -$26.9K -81 -4%
LDFR
2755
Lehman & Derafelo Financial Resources
Pennsylvania
$597K -$33.2K -100 -5%
OIS
2756
Okabena Investment Services
Minnesota
$596K -$1.56M -4,701 -73%
DWP
2757
Destiny Wealth Partners
Florida
$596K – – –
WCG
2758
Weaver Consulting Group
California
$595K +$37.8K +114 +7%
TRIA
2759
Trail Ridge Investment Advisors
Colorado
$594K +$587K +1,767 New
DACG
2760
Donor Advised Charitable Giving
California
$593K -$8.46M -25,483 -94%
NSB
2761
Norway Savings Bank
Maine
$592K +$4.98K +15 +0.9%
RWI
2762
Red Wave Investments
Pennsylvania
$591K -$16.3K -49 -3%
CL
2763
CSS LLC
Illinois
$591K – – –
WLPWM
2764
Walled Lake Planning & Wealth Management
Illinois
$590K -$40.8K -123 -7%
NEWAS
2765
N.E.W. Advisory Services
Wisconsin
$590K +$16.6K +50 +3%
FVCM
2766
F&V Capital Management
Florida
$589K -$23.2K -70 -4%
KAM
2767
Knightsbridge Asset Management
California
$587K +$34.2K +103 +6%
IFA
2768
Interactive Financial Advisors
Illinois
$586K -$2.8M -8,429 -83%
SCA
2769
Sage Capital Advisors
South Dakota
$586K +$9.63K +29 +2%
RZH
2770
Relyea Zuckerberg Hanson
Connecticut
$586K +$90.6K +273 +16%
KCM
2771
Kathmere Capital Management
Pennsylvania
$585K -$119K -357 -17%
HIP
2772
Harrell Investment Partners
Texas
$583K – – –
SRC
2773
Shufro Rose & Co
New York
$583K – – –
ZIC
2774
ZWJ Investment Counsel
Georgia
$582K -$59.8K -180 -9%
OBWP
2775
O'Brien Wealth Partners
Massachusetts
$582K -$32.5K -98 -4%
109 110
111
112 113