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Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1551
Cedar Brook Financial Partners
Ohio
$262K +$64.9K +802 +25%
PI
1552
Parkside Investments
Illinois
$262K +$324K +4,000 New
NFG
1553
NewFocus Financial Group
Washington
$261K – – –
PCM
1554
PenderFund Capital Management
British Columbia, Canada
$258K – – –
SFSIG
1555
San Francisco Sentry Investment Group
California
$254K -$5.09K -63 -2%
FIM
1556
Fernwood Investment Management
Massachusetts
$252K +$34.7K +429 +13%
GVAG
1557
Great Valley Advisor Group
Delaware
$251K -$7.36K -91 -2%
BWM
1558
Baystate Wealth Management
Massachusetts
$251K +$1.05K +13 +0.3%
WA
1559
Waverly Advisors
Alabama
$251K +$3.8K +47 +1%
WP
1560
WealthSource Partners
California
$250K -$78K -964 -20%
IF
1561
IRON Financial
Illinois
$249K +$32.7K +404 +12%
LWANC
1562
Laurel Wealth Advisors (North Carolina)
North Carolina
$249K +$144K +1,784 +89%
BFO
1563
Biltmore Family Office
North Carolina
$247K +$17.8K +220 +6%
DC
1564
DeDora Capital
California
$246K -$5.5K -68 -2%
JIC
1565
Joel Isaacson & Co
New York
$245K +$37.8K +467 +14%
PWPS
1566
Pinnacle Wealth Planning Services
Ohio
$245K +$67.6K +836 +29%
PWMAG
1567
Pinnacle Wealth Management Advisory Group
New Jersey
$245K +$301K +3,723 New
FNBOH
1568
First National Bank of Hutchinson
Kansas
$245K +$301K +3,726 New
GC
1569
Gratus Capital
Georgia
$244K +$2.51K +31 +0.8%
LWP
1570
Legacy Wealth Planning
Nevada
$243K -$35.6K -440 -11%
GSC
1571
G&S Capital
Colorado
$243K -$3.15K -39 -1%
LCOV
1572
London Company of Virginia
Virginia
$243K – – –
SCI
1573
S&CO Inc
Massachusetts
$243K – – –
TFGT
1574
TS Financial Group (TSFG)
Illinois
$243K +$150K +1,854 +101%
LA
1575
LexAurum Advisors
Kansas
$243K +$298K +3,689 New
61 62
63
64 65