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Name Holding Trade Value Shares
Change
Change in
Stake
SFM
2201
Systematic Financial Management
New Jersey
$810K
AOI
2202
Auto-Owners Insurance
Michigan
$810K +$746K +7,300 New
AWP
2203
Abacus Wealth Partners
California
$810K
AIM
2204
Alhambra Investment Management
Florida
$810K
RFN
2205
Redwood Financial Network
Ohio
$809K +$12.4K +121 +2%
ACM
2206
Ategra Capital Management
Virginia
$808K -$293K -2,864 -28%
CCWM
2207
Cassaday & Co Wealth Management
Virginia
$808K +$744K +7,279 New
WA
2208
Waddell & Associates
Tennessee
$807K +$22.9K +224 +3%
CS
2209
Crescent Sterling
Louisiana
$806K +$743K +7,267 New
SFG
2210
Summit Financial Group
West Virginia
$805K -$18.7K -183 -2%
HIM
2211
Hillsdale Investment Management
Ontario, Canada
$804K -$258K -2,520 -26%
TIA
2212
Traphagen Investment Advisors
New Jersey
$802K -$18.2K -178 -2%
RZH
2213
Relyea Zuckerberg Hanson
Connecticut
$801K +$120K +1,176 +19%
GWP
2214
Gateway Wealth Partners
Wisconsin
$799K +$736K +7,202 New
GIM
2215
Groesbeck Investment Management
New Jersey
$798K +$15.3K +150 +2%
CWM
2216
Compass Wealth Management
Connecticut
$797K +$734K +7,180 New
VC
2217
Vicus Capital
Pennsylvania
$796K -$15.6K -153 -2%
LAM
2218
Lynch Asset Management
Pennsylvania
$793K
DI
2219
DFPG Investments
Utah
$793K +$463K +4,527 +173%
RCA
2220
Resonant Capital Advisors
Wisconsin
$792K +$135K +1,322 +23%
C
2221
CFO4Life
Texas
$792K +$729K +7,136 New
CG
2222
CFO4Life Group
Texas
$792K +$729K +7,136 New
CSI
2223
Cross Staff Investments
New York
$786K
RFA
2224
RTD Financial Advisors
Pennsylvania
$785K -$66.3K -649 -8%
BOM
2225
Bank of Marin
California
$783K +$56.1K +549 +8%