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Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
2076
Huber Financial Advisors
Illinois
$348K +$124K +2,194 +60%
AC
2077
Avestar Capital
New York
$345K -$21.1K -373 -6%
RWM
2078
Raffa Wealth Management
District of Columbia
$344K +$98.4K +1,737 +43%
ACM
2079
AlphaStar Capital Management
North Carolina
$344K -$65.1K -1,150 -16%
GFS
2080
GYL Financial Synergies
Connecticut
$340K -$8.21K -145 -2%
IIA
2081
IPG Investment Advisors
California
$339K -$25.8K -455 -7%
W
2082
Wealthquest
Ohio
$339K -$2.15K -38 -0.7%
KTA
2083
Keeley-Teton Advisors
Illinois
$338K +$2.72K +48 +0.8%
BIA
2084
BHK Investment Advisors
Alabama
$338K +$40.3K +712 +14%
DSI
2085
Daiwa SB Investments
Japan
$338K +$274K +4,830 +549%
DI
2086
DFPG Investments
Utah
$337K +$3.34K +59 +1%
LB
2087
Legacy Bridge
Iowa
$336K +$19.3K +340 +6%
BFG
2088
Bouchey Financial Group
New York
$335K +$170 +3 +0.1%
TFO
2089
Tarbox Family Office
California
$335K +$1.19K +21 +0.4%
NED
2090
Nancy E. Dempze
$333K – – –
BFA
2091
Brendel Financial Advisors
New Hampshire
$332K – – –
KB
2092
Kimelman & Baird
New York
$332K – – –
SW
2093
SlateStone Wealth
Florida
$331K +$28.7K +506 +10%
SHGA
2094
Sand Hill Global Advisors
California
$331K +$29.8K +527 +10%
PCM
2095
Perritt Capital Management
Illinois
$331K +$317K +5,592 New
HIS
2096
Harvest Investment Services
Illinois
$330K +$6.17K +109 +2%
MIFH
2097
Migdal Insurance & Financial Holdings
Israel
$330K +$164K +2,891 +107%
RGC
2098
Roberts, Glore & Co
Illinois
$329K -$59.9K -1,058 -16%
AMM
2099
American Money Management
California
$329K -$8.78K -155 -3%
SHWM
2100
Smith & Howard Wealth Management
Georgia
$328K -$10.6K -188 -3%
82 83
84
85 86