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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1026
Cornerstone Wealth Group
North Carolina
$251K +$63.1K +1,308 +36%
MCM
1027
McRae Capital Management
New Jersey
$250K -$8.73M -180,827 -97%
PCM
1028
Prelude Capital Management
New York
$250K -$430K -8,901 -62%
CA
1029
CSM Advisors
Pennsylvania
$250K -$1.53M -31,785 -85%
AI
1030
Arvest Investments
Arkansas
$250K +$75.1K +1,555 +39%
EM
1031
Excalibur Management
Massachusetts
$249K -$58.3K -1,208 -18%
FMP
1032
Financial Management Professionals
Texas
$249K -$10.8K -223 -4%
SEEDPG
1033
S.E.E.D. Planning Group
New York
$249K +$265K +5,500 New
OFS
1034
OneAscent Financial Services
Alabama
$248K -$139K -2,881 -34%
PL
1035
Plancorp LLC
Missouri
$246K +$262K +5,435 New
MIFH
1036
Migdal Insurance & Financial Holdings
Israel
$246K -$545K -11,298 -68%
CNBOF
1037
City National Bank of Florida
Florida
$246K -$42.4K -879 -14%
GI
1038
GLOBALT Investments
Georgia
$245K +$1.64K +34 +0.6%
CCWM
1039
Correct Capital Wealth Management
Missouri
$244K -$149K -3,082 -36%
DILIC
1040
Dai-ichi Life Insurance Company
Japan
$243K -$1.43M -29,721 -85%
RBC
1041
Roble Belko & Company
Pennsylvania
$243K +$259K +5,374 New
PFA
1042
Pure Financial Advisors
California
$242K +$259K +5,361 New
SI
1043
Seeds Investor
New York
$241K +$43.9K +910 +22%
OAM
1044
Occidental Asset Management
California
$241K +$48.2K +998 +23%
FFM
1045
Forum Financial Management
Illinois
$241K -$565K -11,707 -69%
BL
1046
Bleichroeder LP
New York
$240K – – –
SP
1047
Successful Portfolios
Florida
$237K -$8.35K -173 -3%
HSA
1048
HBK Sorce Advisory
Pennsylvania
$237K -$28K -581 -10%
ATS
1049
Ashton Thomas Securities
New York
$237K +$33.7K +698 +15%
CL
1050
CVFG LLC
Indiana
$237K +$39.1K +810 +18%
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