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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
2301
Sunburst Financial Group
Alabama
$421K +$4.57K +25 +1%
CFD
2302
Creative Financial Designs
Indiana
$421K +$312K +1,706 +361%
PG
2303
Prostatis Group
Maryland
$421K +$398K +2,179 New
SIC
2304
Samalin Investment Counsel
New York
$420K +$23.9K +131 +6%
MIG
2305
McGuire Investment Group
Rhode Island
$419K – – –
TWP
2306
TFO Wealth Partners
Ohio
$418K +$11K +60 +3%
SFG
2307
StrategIQ Financial Group
Indiana
$416K +$9.13K +50 +2%
RFO
2308
RiverGlades Family Offices
Florida
$415K – – –
HIM
2309
Harbour Investment Management
Washington
$413K – – –
EI
2310
Ellevest Inc
New York
$410K +$5.85K +32 +2%
SC
2311
Solstein Capital
California
$408K +$146K +800 +61%
RSWM
2312
Robertson Stephens Wealth Management
California
$407K +$386K +2,112 New
MA
2313
MONECO Advisors
Connecticut
$406K +$56.6K +310 +17%
KCM
2314
Kanawha Capital Management
Virginia
$405K – – –
HIS
2315
Horizon Investment Services
Indiana
$404K – – –
SCM
2316
SOL Capital Management
Maryland
$404K – – –
CGA
2317
Crescent Grove Advisors
Illinois
$404K +$2.56K +14 +0.7%
CFSG
2318
Clark Financial Services Group
Missouri
$401K +$373K +2,039 New
TCWM
2319
Total Clarity Wealth Management
Illinois
$398K +$37.8K +207 +11%
BFC
2320
Bedel Financial Consulting
Indiana
$397K -$47K -257 -11%
HCA
2321
Hyperion Capital Advisors
New York
$397K +$375K +2,055 New
RWA
2322
Redhawk Wealth Advisors
Minnesota
$396K -$103K -563 -22%
BMCM
2323
Bryn Mawr Capital Management
Pennsylvania
$396K +$12.1K +66 +3%
OFW
2324
Omnia Family Wealth
Florida
$395K +$15K +82 +4%
AWM
2325
Altavista Wealth Management
North Carolina
$394K +$9.87K +54 +3%
91 92
93
94 95