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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
2526
Magnus Financial Group
New York
$511K +$398K +18,390 New
PFA
2527
Pathway Financial Advisers
Indiana
$511K +$13.2K +610 +3%
HR
2528
Howe & Rusling
New York
$509K -$34.6K -1,600 -8%
WAM
2529
Wallington Asset Management
Indiana
$509K – – –
AFA
2530
American Financial Advisors
Georgia
$509K +$2.6K +120 +0.7%
AWM
2531
Aries Wealth Management
Maine
$509K +$30.3K +1,400 +8%
NRS
2532
Neville Rodie & Shaw
New York
$508K – – –
GFPC
2533
Global Financial Private Client
Florida
$507K +$237K +10,930 +152%
IWN
2534
Independent Wealth Network
Iowa
$507K +$2.81K +130 +0.7%
DCM
2535
Dimension Capital Management
Florida
$505K -$15.4K -710 -4%
SGK
2536
Steigerwald Gordon & Koch
Virginia
$504K -$13.6K -630 -3%
MWM
2537
Massachusetts Wealth Management
Massachusetts
$504K +$10.8K +500 +3%
CFG
2538
Carr Financial Group
Massachusetts
$502K -$213K -9,860 -35%
OWA
2539
One Wealth Advisors
California
$501K -$3.03K -140 -0.8%
MAM
2540
MMA Asset Management
Pennsylvania
$501K – – –
GCA
2541
Greenwood Capital Associates
South Carolina
$501K -$43.1K -1,990 -10%
LC
2542
Longitude (Cayman)
Cayman Islands
$500K -$151K -7,000 -28%
PAM
2543
Pinpoint Asset Management
Hong Kong
$500K +$390K +18,000 New
RWA
2544
Rooted Wealth Advisors
Illinois
$499K +$43.3K +2,000 +12%
BA
2545
Bridge Advisory
California
$496K +$25.1K +1,160 +7%
SC
2546
Seldon Capital
California
$496K – – –
CNBT
2547
Cornerstone National Bank & Trust
Illinois
$495K -$439K -20,280 -53%
MWA
2548
Motive Wealth Advisors
Michigan
$494K -$22.1K -1,020 -5%
CYG
2549
Clean Yield Group
Vermont
$494K – – –
WPWM
2550
Western Pacific Wealth Management
Illinois
$493K +$180K +8,310 +88%
100 101
102
103 104