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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3551
Wealthstar Advisors
Texas
$905K +$848K +3,336 New
PFM
3552
Peak Financial Management
Massachusetts
$904K +$85.4K +336 +11%
AA
3553
Aufman Associates
Pennsylvania
$902K -$353K -1,390 -29%
CF
3554
Copperwynd Financial
Arizona
$901K +$162K +636 +24%
MCC
3555
Malaga Cove Capital
California
$900K – – –
LFS
3556
Legacy Financial Strategies
Kansas
$899K -$3.05K -12 -0.4%
MAG
3557
Mayfair Advisory Group
Alabama
$899K – – –
PCFFS
3558
Pacific Center for Financial Services
California
$893K +$182K +716 +28%
SL
3559
Savior LLC
Massachusetts
$890K -$78K -307 -9%
SFC
3560
SYM Financial Corp
Indiana
$887K -$25.9K -102 -3%
RAM
3561
Riggs Asset Management
Pennsylvania
$887K +$58.5K +230 +8%
JCIA
3562
Jackson Creek Investment Advisors
Colorado
$882K -$3.56K -14 -0.4%
SFP
3563
Strategic Financial Partners
Oregon
$882K – – –
NCM
3564
Next Capital Management
New York
$880K -$4.07K -16 -0.5%
CC
3565
Cypress Capital
Tennessee
$878K +$57.2K +225 +7%
WFAG
3566
Wescott Financial Advisory Group
Pennsylvania
$877K -$99.6K -392 -11%
FAM
3567
Fenimore Asset Management
New York
$877K – – –
LGA
3568
Lebenthal Global Advisors
New York
$875K +$45.8K +180 +6%
FFG
3569
Ford Financial Group
California
$869K -$29K -114 -3%
NRA
3570
NSI Retail Advisors
Pennsylvania
$867K +$814K +3,202 New
CWM
3571
Concentrum Wealth Management
California
$859K – – –
SAS
3572
Sanford Advisory Services
Michigan
$857K +$25.4K +100 +3%
PS
3573
Portfolio Strategies
New York
$856K +$11.4K +45 +1%
TFF
3574
The Family Firm
Maryland
$854K +$9.66K +38 +1%
SWAG
3575
Spectrum Wealth Advisory Group
California
$852K +$207K +813 +35%
141 142
143
144 145