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Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1601
Apexium Financial
Texas
$955K +$17K +393 +2%
LFA
1602
Legacy Financial Advisors
Kentucky
$953K +$67.2K +1,552 +8%
PVM
1603
Palogic Value Management
Texas
$952K – – –
FFS
1604
Flavin Financial Services
Florida
$950K +$44.4K +1,026 +5%
WKWM
1605
Walter & Keenan Wealth Management
Indiana
$948K -$118K -2,724 -11%
AA
1606
Alta Advisers
United Kingdom
$946K – – –
1CP
1607
17 Capital Partners
Arizona
$940K – – –
HTIM
1608
Harbour Trust & Investment Management
Indiana
$940K -$18.6K -430 -2%
CFGW
1609
Chancellor Financial Group WB
Pennsylvania
$939K -$909 -21 -0.1%
HBT
1610
Hills Bank & Trust
Iowa
$939K -$7.58K -175 -0.8%
CRIG
1611
Charter Research & Investment Group
Connecticut
$937K -$2.94K -68 -0.3%
ORC
1612
O'Rourke & Company
Massachusetts
$937K +$15.2K +352 +2%
VFA
1613
Voya Financial Advisors
Connecticut
$936K +$20.4K +472 +2%
PWMG
1614
Prestige Wealth Management Group
New Jersey
$934K +$36.5K +844 +4%
PPW
1615
Parcion Private Wealth
Washington
$933K -$207K -4,781 -18%
PAS
1616
PKS Advisory Services
New York
$931K -$48.9K -1,130 -5%
PP
1617
PDS Planning
Ohio
$931K -$48.3K -1,115 -5%
MA
1618
MBA Advisors
Pennsylvania
$930K +$8.66K +200 +1%
SCM
1619
Spreng Capital Management
Ohio
$927K -$108K -2,492 -11%
SFA
1620
Souders Financial Advisors
Ohio
$927K -$1.65K -38 -0.2%
AWM
1621
Aviso Wealth Management
Washington
$926K +$11.9K +274 +1%
TFA
1622
Transamerica Financial Advisors
Florida
$925K +$275K +6,354 +43%
GLR
1623
Great Lakes Retirement
Ohio
$925K +$52.4K +1,210 +6%
EFG
1624
Everhart Financial Group
Ohio
$922K +$12K +277 +1%
CAG
1625
Crestwood Advisors Group
Massachusetts
$920K +$125K +2,898 +16%
63 64
65
66 67