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Name Holding Trade Value Shares
Change 		Change in
Stake
FFS
1651
Founders Financial Securities
Maryland
$495K +$121K +250 +34%
OQS
1652
Occudo Quantitative Strategies
Florida
$494K +$477K +987 New
BWM
1653
BerganKDV Wealth Management
Minnesota
$493K +$39.1K +81 +9%
CFA
1654
Cahill Financial Advisors
Minnesota
$491K +$8.21K +17 +2%
ACA
1655
Affinity Capital Advisors
California
$489K -$21.3K -44 -4%
CA
1656
Claro Advisors
Massachusetts
$486K +$10.6K +22 +2%
JWM
1657
Jeppson Wealth Management
California
$486K +$20.3K +42 +5%
STA
1658
Summit Trail Advisors
New York
$484K -$903K -1,869 -66%
WWM
1659
Windsor Wealth Management
Indiana
$483K – – –
PFG
1660
PAX Financial Group
Texas
$483K +$62.3K +129 +15%
SAF
1661
Smith Anglin Financial
Texas
$483K +$466K +965 New
YIA
1662
YHB Investment Advisors
Connecticut
$482K +$15.5K +32 +3%
PWAG
1663
Polaris Wealth Advisory Group
California
$481K -$270K -558 -36%
YMRC
1664
Yorktown Management & Research Company
Virginia
$480K +$29K +60 +7%
CCP
1665
Cardan Capital Partners
Colorado
$479K – – –
BFG
1666
Berger Financial Group
Minnesota
$479K +$462K +957 New
EWM
1667
EPG Wealth Management
Georgia
$477K +$109K +226 +31%
OIA
1668
OneDigital Investment Advisors
Kansas
$476K +$140K +289 +44%
JHCP
1669
Jackson Hole Capital Partners
Oklahoma
$473K – – –
PAMP
1670
Polar Asset Management Partners
Ontario, Canada
$473K +$457K +945 New
HHGA
1671
Halbert Hargrove Global Advisors
California
$471K -$4.35K -9 -0.9%
RA
1672
Rational Advisors
New York
$470K -$564K -1,167 -55%
WI
1673
Wedgewood Investors
Pennsylvania
$470K – – –
B
1674
Bellecapital
Switzerland
$468K +$452K +935 New
DWM
1675
Destination Wealth Management
California
$465K +$3.87K +8 +0.9%
65 66
67
68 69