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Name Holding Trade Value Shares
Change 		Change in
Stake
IF
926
IRON Financial
Illinois
$706K +$131K +1,110 +29%
AFAS
927
Acorn Financial Advisory Services
Virginia
$705K -$147K -1,245 -20%
MJRIC
928
Mogy Joel R Investment Counsel
California
$704K -$151K -1,275 -21%
TFS
929
TrustCore Financial Services
Tennessee
$701K -$370K -3,135 -39%
HWM
930
Howard Wealth Management
Connecticut
$701K +$49.6K +420 +9%
PG
931
Proffitt & Goodson
Tennessee
$697K -$450K -3,810 -44%
HIA
932
Harbor Investment Advisory
Maryland
$695K +$409K +3,465 +248%
RMDI
933
R.M. Davis Inc
Maine
$693K +$37.2K +315 +7%
TPCW
934
TD Private Client Wealth
New York
$692K +$451K +3,819 +374%
ET
935
Equitable Trust
Tennessee
$691K -$99.2K -840 -15%
PFA
936
Plotkin Financial Advisors
Maryland
$691K +$216K +1,830 +61%
PMG
937
ProVise Management Group
Florida
$687K -$13.5K -114 -2%
CT
938
Cambridge Trust
Massachusetts
$687K +$5.31K +45 +0.9%
TIA
939
Tiemann Investment Advisors
California
$686K +$26.6K +225 +5%
VFM
940
Vivid Financial Management
California
$684K -$78.3K -663 -12%
KCPG
941
Kavar Capital Partners Group
Kansas
$682K +$15.9K +135 +3%
JSL
942
JT Stratford LLC
Georgia
$680K +$159K +1,347 +40%
PFG
943
PAX Financial Group
Texas
$678K -$259K -2,190 -32%
XF
944
XML Financial
Maryland
$678K -$7.08K -60 -1%
OWA
945
One Wealth Advisors
California
$678K – – –
SCM
946
Southport Capital Management
Tennessee
$677K -$62.7K -531 -10%
CW
947
CreativeOne Wealth
Kansas
$677K +$14.9K +126 +3%
RWM
948
RBA Wealth Management
California
$676K -$986K -8,355 -64%
APP
949
Avantax Planning Partners
Iowa
$674K -$188K -1,590 -25%
WC
950
Weil Company
California
$674K -$168K -1,425 -23%
36 37
38
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