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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAG
2601
Safeguard Investment Advisory Group
California
$216K – – –
FAG
2602
Financial Advisory Group
Texas
$216K +$28.3K +1,500 +12%
FA
2603
Fermata Advisors
California
$215K -$46.4K -2,460 -15%
BG
2604
Bahl & Gaynor
Ohio
$215K -$37.7K -2,000 -12%
LD
2605
Lipe & Dalton
New York
$215K – – –
HAIM
2606
Hunter Associates Investment Management
Pennsylvania
$215K +$39.6K +2,100 +17%
DSCM
2607
Del-Sette Capital Management
New York
$214K -$845K -44,790 -76%
NAMM
2608
NorthStar Asset Management (Massachusetts)
Massachusetts
$213K – – –
AAM
2609
American Asset Management
Florida
$212K – – –
TFA
2610
Tobias Financial Advisors
Florida
$212K +$17.4K +920 +7%
JF
2611
JSF Financial
California
$212K +$48.3K +2,560 +22%
EI
2612
Ellevest Inc
New York
$211K -$63.2K -3,350 -19%
DBIA
2613
Dumont & Blake Investment Advisors
New Jersey
$211K +$38.7K +2,050 +17%
WKWM
2614
Walter & Keenan Wealth Management
Indiana
$210K – – –
FP
2615
Foundry Partners
Minnesota
$208K -$408K -21,630 -61%
IWN
2616
Independent Wealth Network
Iowa
$208K -$6.79K -360 -3%
FFWA
2617
FRG Family Wealth Advisors
Washington
$208K +$9.44K +500 +4%
WMS
2618
Wealth Management Solutions
Pennsylvania
$208K +$17.2K +910 +7%
VDI
2619
Vaughan David Investments
Illinois
$207K – – –
MGWM
2620
Marks Group Wealth Management
Minnesota
$207K +$31K +1,640 +14%
KA
2621
Klingman & Associates
New York
$207K +$43.2K +2,290 +20%
AR
2622
Apeiron RIA
Texas
$205K -$204K -10,820 -89%
FWM
2623
Fairhaven Wealth Management
Illinois
$204K -$310K -16,450 -55%
SIS
2624
Sound Income Strategies
Florida
$204K -$944 -50 -0.4%
TFM
2625
TFC Financial Management
Massachusetts
$204K +$3.02K +160 +1%
103 104
105
106 107