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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2251
Berger Financial Group
Minnesota
$500K +$12.6K +250 +0.3%
C
2252
Certuity
Florida
$500K +$53.6K +1,059 +12%
CFA
2253
Capstone Financial Advisors
Illinois
$498K -$33.1K -654 -6%
LWM
2254
Liberty Wealth Management
California
$498K +$18K +356 +4%
DDC
2255
DF Dent & Co
Maryland
$497K -$37.5K -741 -7%
SFG
2256
StrategIQ Financial Group
Indiana
$497K -$13.5K -267 -3%
FWSM
2257
First Wilshire Securities Management
California
$497K +$6.12K +121 +1%
NFG
2258
Nadler Financial Group
Illinois
$494K -$177K -3,502 -26%
APG
2259
Abacus Planning Group
South Carolina
$493K -$127K -2,510 -21%
TCM
2260
Triumph Capital Management
Colorado
$493K +$20.1K +397 +4%
HTHT
2261
Hemenway Trust Hemenway Trust
New Hampshire
$492K -$1.11K -22 -0.2%
CC
2262
Commons Capital
Massachusetts
$492K +$2.73K +54 +0.6%
ME
2263
McIlrath & Eck
Washington
$488K -$11.2K -222 -2%
KWS
2264
Keystone Wealth Services
California
$487K +$28.7K +568 +6%
IAG
2265
Investmark Advisory Group
Connecticut
$487K +$136K +2,698 +39%
KFP
2266
KB Financial Partners
New Jersey
$483K -$72.7K -1,438 -13%
CHAM
2267
Clear Harbor Asset Management
Connecticut
$483K -$1.11K -22 -0.2%
GPA
2268
Guerra Pan Advisors
New Jersey
$483K – – –
HWA
2269
HCR Wealth Advisors
California
$483K +$2.78K +55 +0.6%
WAM
2270
Weinberger Asset Management
California
$482K +$480K +9,499 New
WW
2271
Waterfront Wealth
Kansas
$482K -$3.04K -60 -0.6%
GPWA
2272
Great Point Wealth Advisors
Massachusetts
$482K -$607 -12 -0.1%
BFC
2273
Bedel Financial Consulting
Indiana
$481K -$1.16K -23 -0.2%
PAM
2274
Peak Asset Management
Colorado
$481K – – –
FNWM
2275
Financial Network Wealth Management
Utah
$481K +$3.54K +70 +0.7%
89 90
91
92 93