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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1701
Carr Financial Group
Massachusetts
$990K +$58.2K +245 +7%
HFS
1702
Howard Financial Services
Texas
$989K +$102K +431 +12%
MIFH
1703
Migdal Insurance & Financial Holdings
Israel
$987K -$20.5M -86,377 -96%
CG
1704
CFO4Life Group
Texas
$984K -$45.6K -192 -5%
CIP
1705
Convergence Investment Partners
Florida
$983K -$391K -1,646 -29%
MWM
1706
MinichMacGregor Wealth Management
New York
$981K -$93.9K -395 -9%
AIA
1707
Arbor Investment Advisors
North Carolina
$981K – – –
AFG
1708
Alterity Financial Group
Maine
$980K -$24.2K -102 -3%
CP
1709
Camelot Portfolios
Ohio
$980K +$937K +3,944 New
I
1710
INVST
Indiana
$978K +$85.6K +360 +7%
LCS
1711
Levin Capital Strategies
New York
$977K +$7.61K +32 +0.8%
DIA
1712
Dana Investment Advisors
Wisconsin
$977K +$210K +882 +29%
JWM
1713
JGP Wealth Management
Oregon
$976K -$38.3K -161 -4%
IWA
1714
Icon Wealth Advisors
Texas
$976K +$933K +3,927 New
ACM
1715
Alpha Capital Management
Texas
$973K -$36.6K -154 -4%
JE
1716
JMAC Enterprises
Pennsylvania
$970K -$66.3K -279 -7%
PFG
1717
Prosperity Financial Group
California
$970K +$67K +282 +8%
MCM
1718
Mattern Capital Management
Colorado
$966K -$1.43K -6 -0.2%
SGI
1719
Summit Global Investments
Utah
$962K +$89.4K +376 +11%
EGM
1720
Engineers Gate Manager
New York
$962K +$920K +3,871 New
HFP
1721
Holistic Financial Partners
Indiana
$962K -$512K -2,156 -36%
WW
1722
Waterfront Wealth
Kansas
$961K +$20K +84 +2%
OGC
1723
Oak Grove Capital
New Hampshire
$960K -$47.5K -200 -5%
KWM
1724
Keebeck Wealth Management
Illinois
$959K +$196K +826 +27%
HGERS
1725
Householder Group Estate & Retirement Specialist
Arizona
$959K +$147K +619 +19%
67 68
69
70 71