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Name Holding Trade Value Shares
Change 		Change in
Stake
BIAS
1676
Beacon Investment Advisory Services
New Jersey
$414K -$21.1K -207 -4%
EFA
1677
Evernest Financial Advisors
Indiana
$413K -$103K -1,011 -19%
BCG
1678
Breakwater Capital Group
New Jersey
$411K -$2.03K -20 -0.5%
HPM
1679
Hoxton Planning & Management
West Virginia
$410K +$1.12K +11 +0.3%
JWM
1680
JPL Wealth Management
Colorado
$410K -$19.7K -194 -4%
CFG
1681
Carr Financial Group
Massachusetts
$409K -$103K -1,017 -19%
MAM
1682
MWA Asset Management
Massachusetts
$408K -$62.4K -613 -12%
IF
1683
Intrua Financial
Texas
$408K -$1.01M -9,896 -70%
JFGIW
1684
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$407K -$108K -1,058 -20%
SMH
1685
Sanders Morris Harris
Texas
$407K +$43.7K +430 +11%
FNFDCM
1686
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$404K +$24.9K +245 +6%
IDBONY
1687
Israel Discount Bank of New York
New York
$403K -$126K -1,242 -22%
WKWM
1688
Walter & Keenan Wealth Management
Indiana
$403K +$20.3K +200 +5%
AWA
1689
Aaron Wealth Advisors
Illinois
$400K -$39.4K -387 -8%
NL
1690
NKCFO LLC
Illinois
$400K – – –
FCB
1691
First County Bank
Connecticut
$400K +$3.36K +33 +0.8%
RCA
1692
Resonant Capital Advisors
Wisconsin
$400K +$67.5K +664 +19%
AP
1693
Americana Partners
Texas
$399K +$36.9K +363 +9%
BOS
1694
Bank of Stockton
California
$398K – – –
DWM
1695
Defined Wealth Management
Oregon
$395K -$1.42K -14 -0.3%
GCP
1696
Garda Capital Partners
Minnesota
$395K +$427K +4,202 New
AS
1697
Altshuler Shaham
Israel
$394K +$3.87K +38 +0.9%
FAG
1698
Fortitude Advisory Group
Washington
$393K -$1.22K -12 -0.3%
VC
1699
Vicus Capital
Pennsylvania
$393K +$425K +4,182 New
DWA
1700
Delap Wealth Advisory
Oregon
$393K -$386K -3,798 -48%
66 67
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69 70