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Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
901
Roble Belko & Company
Pennsylvania
$626K -$188K -2,132 -23%
HI
902
Harbour Investments
Wisconsin
$621K +$21.1K +239 +3%
KNW
903
Kesler Norman & Wride
Utah
$620K +$628K +7,128 New
JMBA
904
J. M. Brown & Associates
Oklahoma
$620K +$628K +7,126 New
FMI
905
Frec Markets Inc
California
$617K +$147K +1,669 +31%
JFG
906
Jefferies Financial Group
New York
$614K -$2.45M -27,815 -80%
MG
907
Mather Group
Illinois
$612K +$279K +3,165 +82%
MFA
908
Mayflower Financial Advisors
Massachusetts
$606K +$38.2K +434 +7%
HCM
909
Hutner Capital Management
Vermont
$605K – – –
CMP
910
Christine Messmer PC
Pennsylvania
$602K +$88.7K +1,007 +17%
ACA
911
Aptus Capital Advisors
Alabama
$600K +$8.9K +101 +1%
CA
912
Claro Advisors
Massachusetts
$590K +$10.9K +124 +2%
FTWA
913
Fifth Third Wealth Advisors
Ohio
$589K +$8.72K +99 +1%
KCM
914
Kathmere Capital Management
Pennsylvania
$589K +$152K +1,726 +34%
RWC
915
Rare Wolf Capital
Washington
$585K -$114K -1,289 -16%
ABC
916
Anchor Bay Capital
California
$585K +$564K +6,403 New
PWP
917
Parkwoods Wealth Partners
New York
$584K +$592K +6,720 New
CAG
918
Csenge Advisory Group
Florida
$584K -$271K -3,071 -31%
FZCM
919
Flynn Zito Capital Management
New York
$580K +$1.76K +20 +0.3%
HFS
920
Hantz Financial Services
Michigan
$578K +$155K +1,760 +36%
HWA
921
HHM Wealth Advisors
Tennessee
$578K -$10.7K -122 -2%
FPL
922
Fortress Private Ledger
North Carolina
$576K +$129K +1,461 +28%
TWPM
923
Total Wealth Planning & Management
Florida
$575K -$4.58K -52 -0.8%
AMIM
924
Aull & Monroe Investment Management
Alabama
$575K – – –
VFA
925
Valeo Financial Advisors
Indiana
$574K +$26.8K +304 +5%
35 36
37
38 39