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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1251
PFG Investments
New York
$297K -$25.2K -111 -8%
FI
1252
Fosun International
China
$296K – – –
I
1253
InceptionR
California
$296K +$305K +1,342 New
EFG
1254
Everhart Financial Group
Ohio
$295K +$8.41K +37 +3%
MAP
1255
Moody Aldrich Partners
Massachusetts
$295K -$25.2K -111 -8%
JCM
1256
Jacobi Capital Management
Pennsylvania
$294K +$5.91K +26 +2%
RIL
1257
Rothschild Investment LLC
Illinois
$293K +$15K +66 +5%
CWP
1258
Capital Wealth Planning
Florida
$292K -$377K -1,658 -56%
WEG
1259
World Equity Group
Illinois
$292K +$301K +1,322 New
CG
1260
Cynosure Group
Utah
$292K -$185K -815 -38%
BFC
1261
Bedel Financial Consulting
Indiana
$291K +$455 +2 +0.2%
DOA
1262
D'Orazio & Associates
Virginia
$290K +$10.7K +47 +4%
WCP
1263
Wick Capital Partners
Pennsylvania
$288K – – –
QFPS
1264
Quantum Financial Planning Services
Washington
$287K +$1.41M +6,181 New
LFG
1265
Lockerman Financial Group
California
$287K – – –
EWS
1266
Eagle Wealth Strategies
New Jersey
$287K – – –
OL
1267
OneFund LLC
Florida
$287K +$2.27K +10 +0.8%
FNWM
1268
Financial Network Wealth Management
Utah
$286K – – –
HPC
1269
HM Payson & Co
Maine
$285K +$237K +1,041 +413%
OCM
1270
One Capital Management
California
$285K +$455 +2 +0.2%
BPC
1271
Banque Pictet & Cie
Switzerland
$285K +$293K +1,290 New
VFA
1272
Voya Financial Advisors
Connecticut
$284K +$29.1K +128 +11%
AA
1273
Advisory Alpha
Michigan
$284K +$682 +3 +0.2%
RZH
1274
Relyea Zuckerberg Hanson
Connecticut
$284K +$10.9K +48 +4%
BBA
1275
Baader Bank Aktiengesellschaft
Germany
$284K – – –
49 50
51
52 53