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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
726
Pointe Capital Management
Michigan
$242K +$4.32K +29 +2%
MC
727
Moors & Cabot
Massachusetts
$240K +$14.2K +95 +6%
CSWG
728
Cardinal Strategic Wealth Guidance
Kentucky
$239K +$249K +1,670 New
SWA
729
Sax Wealth Advisors
New Jersey
$238K +$1.49K +10 +0.6%
MFG
730
Merit Financial Group
Georgia
$237K +$247K +1,658 New
UAG
731
United Advisor Group
Ohio
$236K – – –
SFG
732
Sather Financial Group
Texas
$234K – – –
NHC
733
Nicholas Hoffman & Company
Georgia
$233K -$7K -47 -3%
FMLI
734
Fukoku Mutual Life Insurance
Japan
$232K – – –
FFA
735
Farther Finance Advisors
California
$230K -$447 -3 -0.2%
PA
736
Procyon Advisors
Connecticut
$229K +$23.2K +156 +11%
SP
737
Saranac Partners
$226K +$235K +1,578 New
WFAG
738
Worth Financial Advisory Group
North Carolina
$225K +$228K +1,532 New
AF
739
Allworth Financial
California
$224K +$46.6K +313 +28%
ECG
740
Edge Capital Group
Georgia
$223K -$228K -1,530 -98%
PBC
741
Pavion Blue Capital
California
$223K – – –
HFP
742
Holistic Financial Partners
Indiana
$222K +$8.19K +55 +4%
CIG
743
Cascade Investment Group
Colorado
$221K – – –
BWM
744
Baron Wealth Management
Michigan
$219K +$4.17K +28 +2%
ETC
745
Exchange Traded Concepts
Oklahoma
$219K -$4.02K -27 -2%
PVI
746
Pine Valley Investments
New Jersey
$218K -$3.28K -22 -1%
RCM
747
Radnor Capital Management
Pennsylvania
$218K – – –
CPWA
748
Cerro Pacific Wealth Advisors
California
$216K +$214K +1,434 New
SF
749
Summit Financial
New Jersey
$216K +$7.75K +52 +4%
CA
750
Commerzbank Aktiengesellschaft
Germany
$216K -$191K -1,283 -46%
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30
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