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Name Holding Trade Value Shares
Change 		Change in
Stake
HBW
1526
Hazlett, Burt & Watson
West Virginia
$276K – – –
NCFG
1527
New Century Financial Group
New Jersey
$274K +$263K +3,128 New
RFN
1528
Redwood Financial Network
Ohio
$274K +$12.4K +147 +5%
ACH
1529
ArrowMark Colorado Holdings
Colorado
$273K – – –
AFGAS
1530
Allegiance Financial Group Advisory Services
Virginia
$273K +$269K +3,199 New
FCA
1531
FLC Capital Advisors
California
$273K -$2.19K -26 -0.8%
PAI
1532
Pittenger & Anderson Inc
Nebraska
$270K +$228K +2,713 +600%
WP
1533
WMS Partners
Maryland
$270K -$10.4K -124 -4%
FCM
1534
Fourpath Capital Management
Oklahoma
$270K +$12.9K +154 +5%
ADMI
1535
Albert D. Mason Inc
Massachusetts
$270K +$266K +3,161 New
MWM
1536
Modern Wealth Management
Kansas
$270K +$266K +3,161 New
TC
1537
TAGStone Capital
North Carolina
$268K – – –
MW
1538
Marks Wealth
Maryland
$268K – – –
FBB
1539
Fulton Breakefield Broenniman
Maryland
$268K +$14.3K +170 +6%
MFG
1540
Midwest Financial Group
Kansas
$268K +$12.6K +150 +5%
AFA
1541
AA Financial Advisors
Ohio
$266K -$47.5K -565 -15%
ICP
1542
Interchange Capital Partners
Pennsylvania
$265K +$52K +619 +25%
CCG
1543
Coastwise Capital Group
California
$265K -$26.1K -310 -9%
WJWM
1544
Williams Jones Wealth Management
New York
$265K -$504 -6 -0.2%
PP
1545
PDS Planning
Ohio
$264K +$7.65K +91 +3%
BWM
1546
BankPlus Wealth Management
Mississippi
$262K +$258K +3,069 New
ACM
1547
AUA Capital Management
Pennsylvania
$262K – – –
TI
1548
tru Independence
Oregon
$259K -$19.8K -236 -7%
SMC
1549
Smith, Moore & Co
Missouri
$259K -$47.4K -564 -16%
SWA
1550
SFMG Wealth Advisors
Texas
$258K +$2.19K +26 +0.9%
60 61
62
63 64