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Name Holding Trade Value Shares
Change 		Change in
Stake
SPIO
1601
Seven Post Investment Office
California
$696K – – –
MIM
1602
Merrion Investment Management
New Jersey
$695K +$50K +800 +8%
AO
1603
Advisor OS
Illinois
$694K +$40.6K +650 +7%
SP
1604
Stonebrook Private
Michigan
$692K -$29.4K -470 -4%
BFS
1605
Bard Financial Services
Connecticut
$692K – – –
BHB
1606
Bank Hapoalim BM
Israel
$690K -$37.5K -600 -6%
SAG
1607
Spotlight Asset Group
Illinois
$690K – – –
WWM
1608
Westwood Wealth Management
California
$688K – – –
PMA
1609
Prudent Man Advisors
Illinois
$688K +$20K +320 +3%
RFP
1610
Root Financial Partners
California
$686K +$635K +10,170 New
OWG
1611
Oxford Wealth Group
Florida
$685K -$5K -80 -0.8%
IAMOG
1612
Investors Asset Management of Georgia
Georgia
$685K – – –
PFGIA
1613
Patriot Financial Group Insurance Agency
Massachusetts
$685K +$97.4K +1,560 +18%
AC
1614
Apella Capital
Connecticut
$682K +$234K +3,740 +60%
IWA
1615
IVC Wealth Advisors
Pennsylvania
$682K +$18.1K +290 +3%
AFM
1616
Armstrong Fleming & Moore
District of Columbia
$680K +$625 +10 +0.1%
MTC
1617
McDaniel Terry & Co
Texas
$680K -$34.4K -550 -5%
DWM
1618
Destination Wealth Management
California
$680K +$57.5K +920 +10%
NFSG
1619
Newbridge Financial Services Group
Florida
$678K -$114K -1,820 -15%
EPA
1620
Element Pointe Advisors
Florida
$678K – – –
GEA
1621
Glen Eagle Advisors
New Jersey
$678K +$53.1K +850 +9%
GCM
1622
G2 Capital Management
Ohio
$676K – – –
DI
1623
Diligent Investors
California
$676K +$9.37K +150 +2%
CPM
1624
Connective Portfolio Management
New York
$675K -$1.94M -31,000 -76%
SOAMC
1625
Spirit of America Management Corp
New York
$675K +$250K +4,000 +67%
63 64
65
66 67