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Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
1751
Essex Financial Services
Connecticut
$283K +$224K +1,623 New
LC
1752
Landaas & Company
Wisconsin
$283K +$224K +1,624 New
HFP
1753
Holistic Financial Partners
Indiana
$283K +$225K +1,627 New
BTW
1754
Boston Trust Walden
Massachusetts
$279K +$221K +1,599 New
CCM
1755
Chickasaw Capital Management
Tennessee
$279K +$221K +1,600 New
VST
1756
Van Strum & Towne
California
$279K +$221K +1,600 New
RIM
1757
Redwood Investment Management
Arizona
$279K +$221K +1,602 New
BO
1758
BRR OpCo
Ohio
$279K +$222K +1,604 New
PBO
1759
Peoples Bank (Ohio)
Ohio
$277K +$220K +1,589 New
ECG
1760
Edge Capital Group
Georgia
$276K +$219K +1,583 New
CIC
1761
Cornercap Investment Counsel
Georgia
$276K +$219K +1,585 New
CBN
1762
Cadence Bank NA
Texas
$276K +$219K +1,586 New
JG
1763
Jefferies Group
New York
$275K -$15.2M -110,079 -99%
FSA
1764
Fort Sheridan Advisors
Illinois
$275K +$218K +1,577 New
CC
1765
Cannell & Co
New York
$275K +$218K +1,578 New
GSWM
1766
Golden State Wealth Management
California
$273K +$33.7K +244 +18%
AAM
1767
Auxier Asset Management
Oregon
$273K +$217K +1,567 New
PWMG
1768
Prestige Wealth Management Group
New Jersey
$272K +$37K +268 +21%
WDL
1769
Well Done LLC
Michigan
$272K +$216K +1,562 New
GWM
1770
Gray Wealth Management
Maine
$271K +$216K +1,560 New
LFG
1771
Larson Financial Group
Missouri
$270K +$104K +751 +94%
FA
1772
FCG Advisors
New Jersey
$270K +$214K +1,551 New
CCP
1773
Cardan Capital Partners
Colorado
$269K +$213K +1,543 New
CFA
1774
Cahill Financial Advisors
Minnesota
$268K +$212K +1,536 New
GWAG
1775
Garrett Wealth Advisory Group
Texas
$268K +$212K +1,537 New
69 70
71
72 73