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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
4151
Werlinich Asset Management
Connecticut
$3.73M – – –
DI
4152
Decision Investments
California
$3.72M -$233K -894 -6%
MPWS
4153
McCarter Private Wealth Services
Massachusetts
$3.72M +$106K +406 +3%
CPA
4154
Clear Point Advisors
New York
$3.72M +$397K +1,524 +12%
CFS
4155
CGC Financial Services
Oregon
$3.72M -$172K -659 -4%
FWA
4156
FOCUS Wealth Advisors
Texas
$3.72M -$119K -458 -3%
PRP
4157
Peak Retirement Planning
Ohio
$3.72M +$202K +776 +6%
CWA
4158
Cura Wealth Advisors
Illinois
$3.7M -$1.06M -4,070 -22%
PSIWM
4159
Paradigm Strategies in Wealth Management
Minnesota
$3.7M -$241K -925 -6%
BFA
4160
Buttonwood Financial Advisors
Maryland
$3.7M -$34.4K -132 -0.9%
WAM
4161
Wolverine Asset Management
Illinois
$3.69M +$3.79M +14,558 New
MAA
4162
Mraz Amerine & Associates
California
$3.69M -$48.7K -187 -1%
PHWM
4163
Palatine Hill Wealth Management
Michigan
$3.69M -$298K -1,146 -7%
BJF
4164
Blue Jean Financial
New York
$3.68M +$2.14M +8,240 +131%
AC
4165
AXQ Capital
New Jersey
$3.68M +$3.77M +14,494 New
PH
4166
Pinnacle Holdings
Oklahoma
$3.68M -$1.43M -5,495 -27%
CS
4167
Capital Square
Tennessee
$3.67M +$251K +965 +8%
SGWM
4168
Sterling Group Wealth Management
California
$3.67M -$769K -2,955 -17%
CSF
4169
Capital Squared Financial
Maryland
$3.67M +$9.11K +35 +0.2%
NICM
4170
Neo Ivy Capital Management
New York
$3.66M -$2.08M -7,974 -36%
GCP
4171
Gill Capital Partners
Colorado
$3.66M -$23.4K -90 -0.6%
CGA
4172
Channing Global Advisors
Florida
$3.66M -$183K -705 -5%
BDFN
4173
Bond & Devick Financial Network
Minnesota
$3.66M +$64.3K +247 +2%
TW
4174
Towerpoint Wealth
California
$3.66M -$1.3K -5 -0%
MRP
4175
Measured Risk Portfolios
California
$3.65M -$28.1K -108 -0.7%
165 166
167
168 169