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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1326
Tradition Wealth Management
Minnesota
$1.2M +$213K +1,216 +22%
CFG
1327
Carr Financial Group
Massachusetts
$1.2M -$540K -3,088 -32%
EW
1328
Evoke Wealth
California
$1.19M +$1.16M +6,609 New
CPP
1329
Capasso Planning Partners
South Carolina
$1.19M -$102K -583 -8%
NCM
1330
NCM Capital Management
New Jersey
$1.19M -$36.5K -209 -3%
BFS
1331
Bradley Foster & Sargent
Connecticut
$1.19M – – –
PA
1332
PFG Advisors
Arizona
$1.18M +$129K +740 +13%
MGIA
1333
Moneta Group Investment Advisors
Missouri
$1.18M +$315K +1,804 +38%
BW
1334
Bison Wealth
Georgia
$1.18M +$53.1K +304 +5%
ECA
1335
Elevated Capital Advisors
Utah
$1.18M -$44.6K -255 -4%
SA
1336
SpiderRock Advisors
Delaware
$1.18M +$1.08M +6,179 New
LAM
1337
Lewis Asset Management
California
$1.18M -$173K -990 -13%
PA
1338
Probity Advisors
Texas
$1.17M -$67.7K -387 -6%
OPWM
1339
Oakwell Private Wealth Management
Texas
$1.17M +$113K +648 +11%
SOAMC
1340
Spirit of America Management Corp
New York
$1.17M +$52.4K +300 +5%
SSB
1341
Sandy Spring Bank
Maryland
$1.17M +$15K +86 +1%
LIA
1342
LS Investment Advisors
Michigan
$1.17M – – –
SWA
1343
SOA Wealth Advisors
New York
$1.17M +$30.6K +175 +3%
SB
1344
Strategic Blueprint
Georgia
$1.17M +$368K +2,106 +48%
LCM
1345
LCM Capital Management
Illinois
$1.17M -$32K -183 -3%
MWM
1346
MGB Wealth Management
Texas
$1.16M – – –
PPG
1347
Peak Planning Group
Colorado
$1.15M +$151K +864 +16%
CAM
1348
Cozad Asset Management
Illinois
$1.15M -$2.97K -17 -0.3%
CSIC
1349
Clifford Swan Investment Counsel
California
$1.15M -$32.2K -184 -3%
RPGK
1350
Retirement Planning Group (Kansas)
Kansas
$1.15M +$470K +2,688 +73%
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