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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1926
Holistic Financial Partners
Indiana
$264K -$14.9K -203 -5%
CPWM
1927
Cypress Point Wealth Management
Texas
$263K +$60.2K +821 +29%
WHC
1928
Wulff, Hansen & Co
California
$263K +$267K +3,643 New
FWA
1929
FSM Wealth Advisors
Ohio
$262K +$14K +191 +6%
PCA
1930
Peddock Capital Advisors
Massachusetts
$262K -$2.05K -28 -0.8%
BCM
1931
Boreal Capital Management
Florida
$261K +$9.53K +130 +4%
RFN
1932
RDA Financial Network
Iowa
$260K -$29.4K -401 -10%
SWA
1933
Strategies Wealth Advisors
Michigan
$260K -$16.9K -231 -6%
SYBT
1934
Stock Yards Bank & Trust
Kentucky
$259K -$12.7K -173 -5%
CFFP
1935
Center for Financial Planning
Michigan
$259K -$1.61K -22 -0.6%
PCM
1936
Park Capital Management
Wisconsin
$258K +$262K +3,577 New
QPWM
1937
Quadrant Private Wealth Management
Pennsylvania
$258K -$13.6K -185 -5%
RWPA
1938
Richard W. Paul & Associates
Michigan
$258K -$3.96K -54 -1%
VA
1939
Valmark Advisers
Ohio
$257K +$22.2K +303 +9%
NG
1940
Novem Group
New York
$256K -$842K -11,480 -76%
MCC
1941
Money Concepts Capital
Florida
$255K +$260K +3,539 New
MGAM
1942
McGowan Group Asset Management
Texas
$255K – – –
SLC
1943
Second Line Capital
Louisiana
$254K -$17K -232 -6%
OC
1944
OceanIQ Capital
California
$253K +$236K +3,225 New
TS
1945
Tamar Securities
California
$253K +$29K +396 +13%
BFA
1946
Beacon Financial Advisory
Ohio
$253K -$3.74K -51 -1%
AF
1947
Arrow Financial
New York
$253K +$257K +3,502 New
QFA
1948
Quattro Financial Advisors
Texas
$253K +$257K +3,500 New
IP
1949
Ignite Planners
California
$252K +$2.35K +32 +0.9%
ATS
1950
Ashton Thomas Securities
New York
$252K -$427K -5,819 -67%
76 77
78
79 80