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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
2076
CFO4Life Group
Texas
$468K +$63.3K +1,350 +14%
SFG
2077
Sowa Financial Group
Rhode Island
$468K -$12.2K -260 -2%
PFM
2078
Peak Financial Management
Massachusetts
$467K +$4.69K +100 +0.9%
APA
2079
Astoria Portfolio Advisors
New York
$467K +$72.5K +1,545 +16%
LGA
2080
Lebenthal Global Advisors
New York
$467K -$16.1K -344 -3%
RK
2081
Rather & Kittrell
Tennessee
$465K +$6.99K +149 +1%
HBT
2082
Heartland Bank & Trust
Illinois
$464K -$227K -4,842 -31%
RPC
2083
Rossmore Private Capital
Connecticut
$464K – – –
GCA
2084
Genesee Capital Advisors
New York
$463K +$318K +6,775 +163%
NAMP
2085
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$463K – – –
WAM
2086
Watershed Asset Management
California
$462K +$76.2K +1,625 +17%
CLA
2087
Carnegie Lake Advisors
New Jersey
$461K -$23.5K -500 -4%
FBC
2088
Fairfield, Bush & Co
Connecticut
$460K +$27.2K +580 +6%
SFWC
2089
Strategic Family Wealth Counselors
New Jersey
$460K +$6.05K +129 +1%
DWML
2090
Decker Wealth Management LLC
Tennessee
$459K +$46.9K +1,000 +10%
MPAM
2091
Murphy Pohlad Asset Management
Minnesota
$458K -$20.3K -433 -4%
FFA
2092
Fi3 Financial Advisors
Indiana
$458K -$142K -3,037 -63%
DBIA
2093
Dumont & Blake Investment Advisors
New Jersey
$457K +$5.77K +123 +1%
TFG
2094
Tilson Financial Group
New Jersey
$456K +$25.2K +537 +5%
GAM
2095
Grandview Asset Management
Pennsylvania
$456K -$22.7K -483 -4%
MAM
2096
MMA Asset Management
Pennsylvania
$456K +$13.3K +284 +3%
CVA
2097
Central Valley Advisors
California
$455K -$65.7K -1,401 -12%
BWM
2098
Bullock Wealth Management
Indiana
$455K +$508K +10,831 New
OE
2099
OFS Enterprise
Nebraska
$454K +$3.94K +84 +0.8%
SAM
2100
Summit Asset Management
Tennessee
$454K -$14.4K -307 -3%
82 83
84
85 86