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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2851
Northwest Wealth Management
Iowa
$467K -$22.3K -204 -5%
BFG
2852
Barber Financial Group
Kansas
$466K +$29.1K +267 +7%
CAGAS
2853
Capital Advisory Group Advisory Services
Minnesota
$464K -$54.6K -500 -11%
S
2854
Surevest
California
$462K -$97.9K -897 -19%
SFC
2855
SYM Financial Corp
Indiana
$462K -$36.1K -331 -8%
NQWM
2856
Northwest Quadrant Wealth Management
Oregon
$461K +$1.53K +14 +0.4%
SIGI
2857
Susquehanna International Group (Ireland)
Ireland
$461K +$427K +3,912 New
ACM
2858
Alethea Capital Management
Washington
$460K – – –
RAM
2859
Riggs Asset Management
Pennsylvania
$456K +$27.6K +253 +7%
MCMT
2860
Moon Capital Management (Tennessee)
Tennessee
$456K +$327 +3 +0.1%
SHWM
2861
Smith & Howard Wealth Management
Georgia
$455K -$27.3K -250 -6%
HCM
2862
Hudson Capital Management
New Jersey
$454K -$45.7K -419 -10%
SIG
2863
Schaller Investment Group
North Carolina
$454K – – –
KM
2864
Kalos Management
Georgia
$453K -$119K -1,094 -22%
GA
2865
Geller Advisors
New York
$452K +$17K +156 +4%
GRQ
2866
Gardner Russo & Quinn
Pennsylvania
$448K – – –
SFWC
2867
Strategic Family Wealth Counselors
New Jersey
$448K +$546 +5 +0.1%
SDWMA
2868
Schneider Downs Wealth Management Advisors
Pennsylvania
$447K – – –
DWA
2869
Dorsey Wright & Associates
California
$447K +$24.9K +228 +6%
FFG
2870
Ford Financial Group
California
$446K -$1.64K -15 -0.4%
FEG
2871
Financial Enhancement Group
Indiana
$446K +$224K +2,054 +119%
SCM
2872
Shelton Capital Management
Colorado
$445K -$41.7M -381,794 -88%
TFF
2873
The Family Firm
Maryland
$445K -$38.1K -349 -8%
OAM
2874
Oberweis Asset Management
Illinois
$445K – – –
NWA
2875
New World Advisors
Massachusetts
$445K +$138K +1,265 +51%
113 114
115
116 117