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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
826
Kovack Advisors
Florida
$223K +$211K +4,965 New
CPSAC
827
Chas P. Smith & Associates (CPS)
Florida
$222K +$210K +4,935 New
PP
828
Pegasus Partners
Wisconsin
$220K -$62K -1,460 -23%
HFP
829
Holistic Financial Partners
Indiana
$220K +$207K +4,880 New
NCM
830
Novare Capital Management
North Carolina
$219K +$207K +4,875 New
CS
831
Capital Square
Tennessee
$219K +$207K +4,870 New
MWP
832
Madison Wealth Partners
Wisconsin
$217K +$205K +4,830 New
WS
833
Wedbush Securities
California
$217K -$30.2K -710 -13%
FFS
834
Founders Financial Securities
Maryland
$216K -$97.7K -2,300 -32%
WPA
835
West Paces Advisors
Georgia
$215K +$21.7K +510 +12%
HIIFS
836
Harel Insurance Investments & Financial Services
Israel
$215K +$170K +4,010 +535%
YIA
837
YHB Investment Advisors
Connecticut
$214K +$202K +4,765 New
PI
838
PFS Investments
Georgia
$214K -$174K -4,100 -46%
PGFC
839
Peapack-Gladstone Financial Corp
New Jersey
$214K +$202K +4,765 New
EI
840
Ellevest Inc
New York
$214K +$57.6K +1,355 +40%
RIA
841
Realta Investment Advisors
Delaware
$213K +$202K +4,745 New
PFM
842
Patton Fund Management
Texas
$213K +$201K +4,725 New
IWN
843
Independent Wealth Network
Iowa
$213K +$201K +4,725 New
SFI
844
Siemens Fonds Invest
Germany
$211K -$39.7K -935 -17%
MCCP
845
Mission Creek Capital Partners
California
$209K +$198K +4,650 New
FFM
846
Forum Financial Management
Illinois
$209K +$197K +4,640 New
NHC
847
Nicholas Hoffman & Company
Georgia
$209K +$197K +4,640 New
FFP
848
FourThought Financial Partners
Florida
$208K +$197K +4,630 New
BCP
849
Blue Chip Partners
Michigan
$207K -$1.91K -45 -1%
CT
850
Cambridge Trust
Massachusetts
$206K -$1.06K -25 -0.5%
32 33
34
35 36