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Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1401
Grimes & Company
Massachusetts
$1.52M -$261K -1,097 -15%
FCM
1402
Fortis Capital Management
Washington
$1.52M +$165K +695 +13%
LWMG
1403
Levy Wealth Management Group
Pennsylvania
$1.51M +$101K +423 +7%
SGA
1404
Strategic Global Advisors
California
$1.51M -$2.19M -9,219 -60%
CHA
1405
Carmichael Hill & Associates
Maryland
$1.51M -$15.9K -67 -1%
SEIA
1406
Signature Estate & Investment Advisors
California
$1.51M +$310K +1,304 +27%
DFG
1407
Delta Financial Group
New Jersey
$1.51M -$19K -80 -1%
PIM
1408
Profit Investment Management
Maryland
$1.51M -$98.9K -416 -6%
OLVIG
1409
Oliver Lagore Vanvalin Investment Group
Michigan
$1.51M +$393K +1,655 +38%
CPRC
1410
Consolidated Portfolio Review Corp
New York
$1.5M -$338K -1,423 -19%
PJSIMP
1411
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.5M +$266K +1,118 +16%
BFA
1412
Beacon Financial Advisory
Ohio
$1.5M -$63.9K -269 -4%
GAA
1413
Guardian Asset Advisors
Pennsylvania
$1.49M +$1.43M +6,010 New
JCIA
1414
Jackson Creek Investment Advisors
Colorado
$1.49M +$45.9K +193 +3%
BW
1415
BIP Wealth
Georgia
$1.49M +$446K +1,878 +46%
SIM
1416
Spark Investment Management
New York
$1.49M +$23.8K +100 +2%
OCM
1417
Once Capital Management
New York
$1.49M +$1.43M +6,000 New
TF
1418
Trek Financial
Arizona
$1.49M +$74.6K +314 +6%
RCA
1419
Riverview Capital Advisers
Massachusetts
$1.49M – – –
TCM
1420
Telos Capital Management
California
$1.49M +$82K +345 +6%
BC
1421
Burney Company
Virginia
$1.48M -$4.04K -17 -0.3%
TWP
1422
Tempus Wealth Planning
California
$1.47M +$231K +974 +20%
SFS
1423
Summit Financial Strategies
Ohio
$1.47M -$49.2K -207 -3%
DW
1424
Durante & Waters
New York
$1.47M +$1.41M +5,920 New
CWG
1425
Cornerstone Wealth Group
North Carolina
$1.47M +$129K +542 +10%
55 56
57
58 59