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Name Holding Trade Value Shares
Change 		Change in
Stake
BAS
1751
Brueske Advisory Services
Washington
$934K +$863K +10,480 New
RZH
1752
Relyea Zuckerberg Hanson
Connecticut
$930K +$36.2K +440 +4%
SHFP
1753
Second Half Financial Partners
Florida
$928K +$17.3K +210 +2%
HPM
1754
Hoxton Planning & Management
West Virginia
$926K -$6.58K -80 -0.8%
TFGT
1755
TS Financial Group (TSFG)
Illinois
$923K +$74.1K +900 +10%
VCM
1756
Voleon Capital Management
California
$923K +$852K +10,350 New
OWG
1757
Oxford Wealth Group
Florida
$922K +$15.6K +190 +2%
OFS
1758
Orrstown Financial Services
Pennsylvania
$920K +$23K +280 +3%
BW
1759
Bison Wealth
Georgia
$919K -$1.1M -13,360 -56%
BWM
1760
Birchcreek Wealth Management
Ohio
$918K -$72.4K -880 -8%
SPIO
1761
Seven Post Investment Office
California
$918K -$823 -10 -0.1%
MIM
1762
Merrion Investment Management
New Jersey
$918K – – –
CFG
1763
Carr Financial Group
Massachusetts
$917K +$43.6K +530 +5%
PPP
1764
Private Portfolio Partners
New Jersey
$916K -$24.7K -300 -3%
BHB
1765
Bank Hapoalim BM
Israel
$914K -$4.12K -50 -0.5%
CAM
1766
Cozad Asset Management
Illinois
$914K +$88.9K +1,080 +12%
DP
1767
Dearborn Partners
Illinois
$912K -$14.8K -180 -2%
RWP
1768
Revolve Wealth Partners
New Jersey
$912K +$119K +1,440 +16%
HBW
1769
Hazlett, Burt & Watson
West Virginia
$908K +$223K +2,710 +36%
LAM
1770
Lingohr Asset Management
Germany
$908K +$830K +10,080 New
IAMOG
1771
Investors Asset Management of Georgia
Georgia
$905K – – –
HFS
1772
Howard Financial Services
Texas
$902K +$115K +1,400 +16%
GA
1773
Guerra Advisors
Florida
$901K +$832K +10,110 New
KCPG
1774
Kavar Capital Partners Group
Kansas
$901K +$27.2K +330 +3%
EW
1775
Elyxium Wealth
California
$900K +$593K +7,210 +249%
69 70
71
72 73