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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
2251
Cannell & Spears
New York
$344K -$78.4K -1,371 -18%
SFG
2252
Sunburst Financial Group
Alabama
$344K +$13.2K +230 +4%
PP
2253
PDS Planning
Ohio
$343K -$401 -7 -0.1%
DCM
2254
Driehaus Capital Management
Illinois
$343K +$50.2K +877 +16%
KP
2255
Keel Point
Alabama
$342K -$8.35K -146 -2%
WFPG
2256
Waller Financial Planning Group
Ohio
$342K +$31.7K +554 +10%
FFS
2257
Founders Financial Securities
Maryland
$342K +$50.8K +888 +16%
CF
2258
Corrigan Financial
Rhode Island
$340K -$2.8K -49 -0.8%
NRI
2259
NFP Retirement Inc
California
$340K +$12.4K +216 +4%
JHP
2260
James Hambro & Partners
United Kingdom
$339K -$11.3K -197 -3%
RWM
2261
RKL Wealth Management
Pennsylvania
$338K -$45.3K -791 -11%
GWM
2262
GSB Wealth Management
Connecticut
$336K – – –
MIFH
2263
Migdal Insurance & Financial Holdings
Israel
$335K -$369K -6,450 -51%
LA
2264
Legacy Advisors
Pennsylvania
$335K -$19.6K -342 -5%
FP
2265
Fiduciary Planning
Florida
$334K -$46.9K -819 -12%
PIA
2266
Powell Investment Advisors
Florida
$334K -$7.84K -137 -2%
WIA
2267
Westbourne Investment Advisors
Maryland
$332K -$237K -4,145 -40%
OWP
2268
Obermeyer Wealth Partners
Colorado
$331K -$24.5K -428 -7%
SPC
2269
Stewart & Patten Company
California
$331K +$3.66K +64 +1%
VRM
2270
Vectors Research Management
New York
$330K -$756K -13,211 -68%
TW
2271
Towerpoint Wealth
California
$330K -$515 -9 -0.1%
GAB
2272
German American Bancorp
Indiana
$330K – – –
CWM
2273
Campbell Wealth Management
Virginia
$328K -$175K -3,056 -33%
AA
2274
Aufman Associates
Pennsylvania
$327K +$1.26K +22 +0.4%
PPW
2275
Pasadena Private Wealth
California
$327K +$323K +5,651 New
89 90
91
92 93