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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1801
Howard Financial Services
Texas
$578K +$24.9K +143 +5%
FSWA
1802
Financial Synergies Wealth Advisors
Texas
$577K +$152K +871 +46%
MCA
1803
Magnolia Capital Advisors
Mississippi
$577K -$11.9K -68 -2%
AR
1804
Advisory Research
Illinois
$577K +$30.2K +173 +7%
EIG
1805
Ellenbecker Investment Group
Wisconsin
$576K -$3.84K -22 -0.8%
JBA
1806
Johnson Bixby & Associates
Washington
$574K +$9.77K +56 +2%
FCG
1807
Financial Connections Group
California
$573K +$306K +1,753 +173%
IWS
1808
Insight Wealth Strategies
California
$572K +$13.1K +75 +3%
RCG
1809
Rock Creek Group
District of Columbia
$572K +$53.6K +307 +13%
SFG
1810
StrategIQ Financial Group
Indiana
$571K +$3.49K +20 +0.7%
SIM
1811
SSI Investment Management
California
$569K -$135K -775 -22%
BFM
1812
Boston Financial Management
Massachusetts
$567K -$523 -3 -0.1%
PPWM
1813
Paragon Private Wealth Management
Kentucky
$566K +$18.7K +107 +4%
NAMP
1814
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$566K -$41.7K -239 -8%
RW
1815
Rede Wealth
Virginia
$565K – – –
CMA
1816
Cedar Mountain Advisors
Oregon
$565K +$4.88K +28 +1%
EA
1817
Eclectic Associates
California
$565K +$159K +912 +50%
WAM
1818
WNY Asset Management
New York
$564K +$29.8K +171 +7%
ACA
1819
Atlas Capital Advisors
Wyoming
$562K – – –
MIFH
1820
Migdal Insurance & Financial Holdings
Israel
$562K -$53.1M -304,264 -99%
ET
1821
Equitable Trust
Tennessee
$562K – – –
GCM
1822
G2 Capital Management
Ohio
$561K +$2.62K +15 +0.6%
DCM
1823
Donaldson Capital Management
Indiana
$561K -$850K -4,871 -64%
CC
1824
Cornerstone Capital
California
$561K +$84.6K +485 +22%
GC
1825
GFG Capital
Florida
$561K +$20.1K +115 +3%
71 72
73
74 75