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Name Holding Trade Value Shares
Change 		Change in
Stake
HIM
1601
Hotaling Investment Management
Pennsylvania
$463K -$5.66K -60 -1%
REMPR
1602
Roof Eidam Maycock Peralta (REMP)
California
$461K – – –
AC
1603
Avestar Capital
New York
$461K +$141K +1,494 +47%
C
1604
CEDRUS
Colorado
$461K +$34.9K +370 +9%
EP
1605
EPIQ Partners
Minnesota
$460K -$10.8K -114 -2%
OL
1606
Optas LLC
Texas
$459K +$2.27K +24 +0.5%
FWTB
1607
First Western Trust Bank
Colorado
$459K -$1.98K -21 -0.5%
CWA
1608
Clarus Wealth Advisors
Arizona
$459K -$63.8K -676 -14%
KP
1609
Keel Point
Alabama
$459K -$9.44K -100 -2%
CM
1610
Castleark Management
Illinois
$458K – – –
ST
1611
Somerset Trust
Pennsylvania
$457K +$33K +350 +8%
WA
1612
Waverly Advisors
Alabama
$455K -$661 -7 -0.2%
AIM
1613
Acropolis Investment Management
Missouri
$453K -$7.08K -75 -2%
SF
1614
Symphony Financial
Texas
$453K +$15.2K +161 +4%
VBCG
1615
Valley Brook Capital Group
Pennsylvania
$452K – – –
BEI
1616
Benjamin Edwards Inc
Missouri
$452K +$20.2K +214 +5%
KIA
1617
KLR Investment Advisors
Rhode Island
$451K +$429K +4,548 New
HH
1618
Hilltop Holdings
Texas
$450K +$107K +1,134 +33%
HCMG
1619
Howard Capital Management Group
California
$448K -$14.2K -150 -3%
IGWM
1620
ICA Group Wealth Management
Colorado
$447K -$417K -4,422 -50%
HI
1621
Human Investing
Oregon
$445K +$423K +4,484 New
LP
1622
LGL Partners
Pennsylvania
$443K -$291K -3,083 -41%
SFG
1623
SNS Financial Group
Minnesota
$443K +$14.6K +155 +4%
MFG
1624
Magnus Financial Group
New York
$442K -$3.49K -37 -0.8%
HCM
1625
Hengehold Capital Management
Ohio
$442K -$1.13K -12 -0.3%
63 64
65
66 67