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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1926
Oxford Financial Group
Indiana
$290K +$54.8K +485 +23%
HIP
1927
HUB Investment Partners
Texas
$289K -$56.2K -497 -16%
SWM
1928
Sugarloaf Wealth Management
Georgia
$289K -$33.1K -293 -10%
TNAM
1929
Terra Nova Asset Management
New York
$289K -$13.8K -122 -5%
BAAM
1930
Baker Avenue Asset Management
California
$289K -$6.56K -58 -2%
CMA
1931
Cedar Mountain Advisors
Oregon
$289K +$791 +7 +0.3%
FSA
1932
Financial Sense Advisors
California
$288K +$27.6K +244 +10%
RHJA
1933
Rice Hall James & Associates
California
$287K – – –
CWM
1934
Cedar Wealth Management
California
$286K – – –
BMD
1935
Better Money Decisions
New Mexico
$286K +$57.4K +508 +25%
SB
1936
Strategic Blueprint
Georgia
$286K +$59.4K +525 +26%
IG
1937
Ithaka Group
Virginia
$285K – – –
RCG
1938
Rock Creek Group
District of Columbia
$284K +$78.6K +695 +38%
XT
1939
XTX Topco
Cayman Islands
$284K +$288K +2,544 New
CCP
1940
Cardan Capital Partners
Colorado
$283K -$83.5K -739 -23%
WLPWM
1941
Walled Lake Planning & Wealth Management
Illinois
$283K +$113 +1 +0%
DI
1942
DFPG Investments
Utah
$282K -$2.94K -26 -1%
OPCM
1943
Osborne Partners Capital Management
California
$281K -$10.3K -91 -3%
TFF
1944
The Family Firm
Maryland
$281K +$904 +8 +0.3%
HI
1945
Hoey Investments
Pennsylvania
$280K -$153K -1,352 -35%
AW
1946
ACG Wealth
Georgia
$280K -$56.3K -498 -17%
TF
1947
TimeScale Financial
Massachusetts
$280K -$4.75K -42 -2%
AWM
1948
AllSquare Wealth Management
New York
$280K – – –
HIC
1949
Hartline Investment Corp
Illinois
$280K – – –
NI
1950
NFC Investments
Tennessee
$276K – – –
76 77
78
79 80