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Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1476
Marks Group Wealth Management
Minnesota
$711K +$19K +181 +3%
VHAM
1477
Van Hulzen Asset Management
California
$710K -$2.08M -19,855 -75%
BCM
1478
Bluefin Capital Management
New York
$710K -$1.14M -10,900 -63%
IWA
1479
Inspirion Wealth Advisors
Illinois
$710K -$21K -200 -3%
ODG
1480
O'Dell Group
Ohio
$706K +$945 +9 +0.1%
EP
1481
Eudaimonia Partners
Tennessee
$705K -$65.3K -622 -9%
SIA
1482
Soltis Investment Advisors
Utah
$703K -$25.2K -240 -4%
CBT
1483
CoreFirst Bank & Trust
Kansas
$703K – – –
GIA
1484
GHP Investment Advisors
Colorado
$702K -$31.5K -300 -4%
WA
1485
WP Advisors
California
$702K +$56.1K +534 +9%
TCM
1486
Twin Capital Management
Pennsylvania
$699K -$4.42M -42,076 -87%
MFG
1487
Menard Financial Group
Texas
$699K +$30.9K +294 +5%
NB
1488
NBT Bank
New York
$697K – – –
FFS
1489
Founders Financial Securities
Maryland
$697K +$325K +3,097 +94%
TA
1490
TFG Advisers
Michigan
$692K -$61.1K -582 -8%
GC
1491
Giverny Capital
Quebec, Canada
$691K – – –
SCI
1492
Stableford Capital II
Arizona
$689K +$14.1K +134 +2%
CWM
1493
Cornerstone Wealth Management
Missouri
$684K +$96.2K +916 +17%
PC
1494
Port Capital
Illinois
$681K +$655K +6,234 New
AIA
1495
Avalon Investment & Advisory
Texas
$678K -$129K -1,225 -16%
FHA
1496
Flagship Harbor Advisors
Massachusetts
$676K -$25.6K -244 -4%
GSWM
1497
Golden State Wealth Management
California
$674K -$83.7K -797 -11%
ECA
1498
Elevated Capital Advisors
Utah
$674K +$91K +867 +18%
CGH
1499
CMG Global Holdings
Texas
$673K +$646K +6,157 New
OIA
1500
OneDigital Investment Advisors
Kansas
$669K -$109K -1,037 -14%
58 59
60
61 62