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Name Holding Trade Value Shares
Change 		Change in
Stake
BAMG
3001
Brand Asset Management Group
Missouri
$793K -$22.3K -152 -3%
HFA
3002
Hoover Financial Advisors
Pennsylvania
$792K +$31.3K +213 +4%
PFC
3003
Phocas Financial Corp
California
$791K – – –
KAM
3004
Karani Asset Management
New York
$790K +$736K +5,007 New
SFWC
3005
Strategic Family Wealth Counselors
New Jersey
$789K – – –
LWA
3006
Lineweaver Wealth Advisors
Ohio
$787K +$734K +4,993 New
SL
3007
Savior LLC
Massachusetts
$784K +$730K +4,970 New
ARM
3008
Adirondack Research & Management
New York
$779K -$9.55K -65 -1%
PEA
3009
Pacific Edge Advisors
California
$778K +$181K +1,233 +33%
WLIM
3010
White Lighthouse Investment Management
Massachusetts
$777K -$43K -293 -6%
CFN
3011
Cordasco Financial Network
Florida
$775K +$94K +640 +15%
LWM
3012
Lenox Wealth Management
Ohio
$774K -$459K -3,124 -39%
ACP
3013
Arcus Capital Partners
Georgia
$771K +$174K +1,182 +32%
MCM
3014
Magnolia Capital Management
New York
$770K +$717K +4,880 New
WCWM
3015
Willow Creek Wealth Management
California
$765K -$6.76K -46 -0.9%
NEPPG
3016
New England Professional Planning Group
Rhode Island
$756K +$704K +4,792 New
CCA
3017
Conestoga Capital Advisors
Pennsylvania
$754K – – –
ARG
3018
Advisory Resource Group
Oklahoma
$753K -$588 -4 -0.1%
HFP
3019
Holistic Financial Partners
Indiana
$753K +$81.5K +555 +13%
EI
3020
Ellevest Inc
New York
$750K -$147 -1 -0%
AA
3021
AlphaMark Advisors
Kentucky
$747K -$8.81K -60 -1%
SIM
3022
Sadoff Investment Management
Wisconsin
$744K +$33.8K +230 +5%
CAM
3023
Concorde Asset Management
Michigan
$744K +$174K +1,187 +34%
BFA
3024
Beacon Financial Advisory
Ohio
$743K +$692K +4,712 New
SWP
3025
Summit Wealth Partners
Florida
$739K +$689K +4,687 New
119 120
121
122 123