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Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
2451
Financial Management Professionals
Texas
$322K +$129K +619 +77%
NCM
2452
Neumann Capital Management
California
$320K – – –
OCG
2453
Opus Capital Group
Ohio
$320K – – –
V
2454
VeraBank
Texas
$320K +$294K +1,408 New
RPG
2455
Resource Planning Group
Georgia
$318K – – –
BFG
2456
Bouchey Financial Group
New York
$318K +$18.4K +88 +7%
IFG
2457
Investors Financial Group
Minnesota
$318K +$33.6K +161 +13%
W
2458
Wealthquest
Ohio
$318K +$293K +1,403 New
DPI
2459
Diversified Portfolios Inc
Michigan
$317K -$222K -1,062 -43%
PFG
2460
PAX Financial Group
Texas
$315K +$54.9K +263 +23%
SGCA
2461
Steel Grove Capital Advisors
Tennessee
$314K -$759K -3,637 -72%
BA
2462
Ballew Advisors
Mississippi
$314K -$6.89K -33 -2%
PK
2463
Pflug Koory
Nebraska
$314K +$12.5K +60 +5%
RZH
2464
Relyea Zuckerberg Hanson
Connecticut
$314K +$21.9K +105 +8%
SFG
2465
StrategIQ Financial Group
Indiana
$311K – – –
MWP
2466
Meridian Wealth Partners
Pennsylvania
$310K +$13.2K +63 +5%
BA
2467
Ballast Advisors
Minnesota
$310K +$285K +1,367 New
3F
2468
360 Financial
Minnesota
$309K – – –
KPWG
2469
KFA Private Wealth Group
Virginia
$309K +$14.8K +71 +6%
RWA
2470
Redhawk Wealth Advisors
Minnesota
$309K +$284K +1,362 New
NIC
2471
Northwest Investment Counselors
Oregon
$306K – – –
MWM
2472
Mattern Wealth Management
Kansas
$305K -$1.67K -8 -0.6%
AA
2473
Argent Advisors
Louisiana
$305K +$281K +1,345 New
IIM
2474
Ipswich Investment Management
Massachusetts
$304K +$6.26K +30 +2%
SEIA
2475
Signature Estate & Investment Advisors
California
$304K +$280K +1,339 New
97 98
99
100 101