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Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
2626
Barnes Pettey Financial Advisors
Mississippi
$765K -$31.9K -960 -5%
BWM
2627
Baron Wealth Management
Michigan
$763K -$37.5K -1,130 -6%
AFG
2628
Atomi Financial Group
New York
$762K +$262K +7,880 +78%
LC
2629
Lavaca Capital
Texas
$761K -$1.66M -50,000 -74%
SGK
2630
Steigerwald Gordon & Koch
Virginia
$759K -$6.64K -200 -1%
HR
2631
Howe & Rusling
New York
$759K -$13.6K -410 -2%
MSFP
2632
Mark Sheptoff Financial Planning
Connecticut
$756K +$125K +3,750 +27%
BFG
2633
Bouchey Financial Group
New York
$755K +$93.6K +2,820 +19%
SC
2634
Seldon Capital
California
$755K – – –
CYG
2635
Clean Yield Group
Vermont
$753K – – –
GFG
2636
Greystone Financial Group
Michigan
$751K -$29.9K -900 -5%
AL
2637
Aspiriant LLC
California
$750K -$64.7K -1,950 -10%
CNBT
2638
Cornerstone National Bank & Trust
Illinois
$750K -$2.99K -90 -0.5%
TDC
2639
Thompson Davis & Co
Virginia
$749K -$1.04M -31,200 -63%
KFC
2640
Klingenstein Fields & Co
New York
$749K -$34.9K -1,050 -6%
WAM
2641
Weiss Asset Management
Massachusetts
$747K +$587K +17,670 New
BA
2642
Bridge Advisory
California
$747K -$7.3K -220 -1%
FCM
2643
Fourpath Capital Management
Oklahoma
$747K -$85K -2,560 -13%
PPWM
2644
Paragon Private Wealth Management
Kentucky
$743K – – –
SAS
2645
Stelac Advisory Services
New York
$742K +$384K +11,570 +202%
WCAMG
2646
Woodard & Company Asset Management Group
North Carolina
$741K +$65.4K +1,970 +13%
GFA
2647
Gallagher Fiduciary Advisors
Illinois
$740K -$33.2K -1,000 -5%
DWM
2648
Dorchester Wealth Management
Quebec, Canada
$740K -$204K -6,130 -26%
ES
2649
ETF Store
Kansas
$740K -$397K -11,960 -43%
WA
2650
Wealthstream Advisors
New York
$740K +$110K +3,320 +23%
104 105
106
107 108