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Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1551
JNBA Financial Advisors
Minnesota
$287K – – –
HIS
1552
Harvest Investment Services
Illinois
$287K +$3.21K +34 +1%
IA
1553
IFG Advisory
Georgia
$286K -$41.5K -440 -13%
SAM
1554
Strategy Asset Managers
California
$286K +$266K +2,824 New
SW
1555
SkyOak Wealth
Michigan
$286K +$266K +2,825 New
DOA
1556
D'Orazio & Associates
Virginia
$283K – – –
WOC
1557
West Oak Capital
California
$283K +$7.07K +75 +3%
CC
1558
Cedar Capital
Illinois
$280K +$20.7K +220 +9%
SEIA
1559
Signature Estate & Investment Advisors
California
$278K -$8.01K -85 -3%
TCM
1560
Traynor Capital Management
Pennsylvania
$277K +$4.05K +43 +2%
CWM
1561
Circle Wealth Management
New Jersey
$277K +$258K +2,732 New
LF
1562
Lantz Financial
Illinois
$276K +$1.32K +14 +0.5%
AMC
1563
Asset Management Corp
Illinois
$275K +$256K +2,715 New
MIM
1564
Marco Investment Management
Georgia
$274K – – –
EGA
1565
E&G Advisors
Texas
$274K +$255K +2,700 New
1IA
1566
1834 Investment Advisors
Wisconsin
$273K -$6.69K -71 -3%
MCM
1567
Monarch Capital Management
Indiana
$273K – – –
FFG
1568
Frisch Financial Group
New York
$273K +$566 +6 +0.2%
KWM
1569
Keebeck Wealth Management
Illinois
$273K +$254K +2,692 New
FAG
1570
Financial Advisory Group
Texas
$272K – – –
GAM
1571
Gould Asset Management
California
$271K +$3.3K +35 +1%
WPC
1572
White Pine Capital
Minnesota
$269K -$33K -350 -12%
SP
1573
Symmetry Partners
Connecticut
$269K +$250K +2,656 New
MRCM
1574
M&R Capital Management
New Jersey
$268K – – –
CFA
1575
CWS Financial Advisors
Michigan
$268K +$249K +2,642 New
61 62
63
64 65