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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1676
Symphony Financial Services
Ohio
$725K – – –
WEG
1677
World Equity Group
Illinois
$723K -$140K -2,090 -17%
SHFP
1678
Second Half Financial Partners
Florida
$723K +$20.7K +310 +3%
SFG
1679
Shum Financial Group
California
$723K +$633K +9,470 New
FFA
1680
Florida Financial Advisors
Florida
$721K +$57.5K +860 +9%
AFA
1681
AA Financial Advisors
Ohio
$721K +$397K +5,930 +140%
IP
1682
Ignite Planners
California
$720K -$4.68K -70 -0.7%
IAMOG
1683
Investors Asset Management of Georgia
Georgia
$720K – – –
OWG
1684
Oxford Wealth Group
Florida
$720K – – –
MSG
1685
Main Street Group
Virginia
$718K -$21.4K -320 -3%
TCM
1686
Teza Capital Management
Illinois
$716K +$675K +10,100 New
AFM
1687
Armstrong Fleming & Moore
District of Columbia
$715K – – –
MTC
1688
McDaniel Terry & Co
Texas
$714K – – –
SSB
1689
Sandy Spring Bank
Maryland
$714K -$354K -5,300 -34%
EPA
1690
Element Pointe Advisors
Florida
$713K – – –
ICP
1691
Interchange Capital Partners
Pennsylvania
$712K -$336K -5,030 -33%
GEA
1692
Glen Eagle Advisors
New Jersey
$712K – – –
OFS
1693
Orrstown Financial Services
Pennsylvania
$712K +$128K +1,910 +23%
SAM
1694
Secure Asset Management
Michigan
$711K +$74.2K +1,110 +12%
CT
1695
Chicago Trust
Illinois
$711K +$138K +2,060 +26%
GCM
1696
G2 Capital Management
Ohio
$711K – – –
MFG
1697
MidWestOne Financial Group
Iowa
$710K -$22.1K -330 -3%
HWA
1698
Heritage Wealth Advisors
Virginia
$710K +$10.7K +160 +2%
IWA
1699
IVC Wealth Advisors
Pennsylvania
$709K -$6.69K -100 -1%
BIA
1700
Bigelow Investment Advisors
Maine
$709K +$29.4K +440 +5%
66 67
68
69 70