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Name Holding Trade Value Shares
Change 		Change in
Stake
FG
1651
Fiduciary Group
Georgia
$419K +$931 +80 +0.3%
CIA
1652
Compass Ion Advisors
Pennsylvania
$419K +$361K +31,000 New
BIP
1653
Blueprint Investment Partners
North Carolina
$416K +$371K +31,880 New
GSC
1654
G&S Capital
Colorado
$415K -$21.9K -1,880 -6%
KL
1655
KWMG LLC
Kansas
$415K -$3.72K -320 -1%
3F
1656
360 Financial
Minnesota
$414K +$75.9K +6,520 +27%
LC
1657
LCNB Corp
Ohio
$412K -$4.65K -400 -1%
HIMC
1658
Heritage Investors Management Corp
Maryland
$412K – – –
PFM
1659
Parsec Financial Management
North Carolina
$410K +$22.3K +1,920 +7%
PFA
1660
Plotkin Financial Advisors
Maryland
$409K +$352K +30,240 New
W
1661
WealthOne
New York
$408K -$55.9K -4,800 -14%
HCP
1662
Holt Capital Partners
Texas
$406K – – –
PWMG
1663
Prestige Wealth Management Group
New Jersey
$406K +$59.6K +5,120 +21%
BFO
1664
Boston Family Office
Massachusetts
$405K – – –
CAM
1665
Congress Asset Management
Massachusetts
$405K +$8.38K +720 +2%
CCA
1666
Cobblestone Capital Advisors
New York
$398K +$931 +80 +0.3%
PAS
1667
Partnervest Advisory Services
California
$398K +$23.3K +2,000 +7%
FBB
1668
Fulton Breakefield Broenniman
Maryland
$398K +$23.7K +2,040 +7%
SCM
1669
Stevens Capital Management
Pennsylvania
$396K -$7.57M -650,440 -96%
CA
1670
Cambridge Advisors
Nebraska
$395K -$8.38K -720 -2%
TC
1671
Truvestments Capital
Florida
$395K +$68.9K +5,920 +25%
PP
1672
PDS Planning
Ohio
$395K +$339K +29,160 New
IA
1673
IFG Advisory
Georgia
$393K +$59.6K +5,120 +21%
FWM
1674
Focused Wealth Management
New York
$392K +$17.2K +1,480 +5%
IIC
1675
Integrated Investment Consultants
Michigan
$389K +$73.5K +6,320 +28%
65 66
67
68 69