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Name Holding Trade Value Shares
Change 		Change in
Stake
LF
2651
LifeSteps Financial
California
$2.55M -$77.3K -500 -3%
BEAM
2652
Baker Ellis Asset Management
Washington
$2.55M -$114K -740 -5%
CWMU
2653
Caliber Wealth Management (Utah)
Utah
$2.54M +$260K +1,680 +12%
MWA
2654
Monograph Wealth Advisors
California
$2.54M -$677K -4,380 -22%
BBP
2655
Banco BTG Pactual
Brazil
$2.54M +$464K +3,000 +24%
RFA
2656
Resurgent Financial Advisors
Georgia
$2.54M +$1.08M +6,960 +81%
CWM
2657
Chesapeake Wealth Management
Virginia
$2.53M +$52.5K +340 +2%
CCFCSB
2658
Cape Cod Five Cents Savings Bank
Massachusetts
$2.53M +$896K +5,800 +60%
ACG
2659
Allen Capital Group
Nebraska
$2.53M -$10.4M -67,240 -81%
AO
2660
Advisor OS
Illinois
$2.52M -$491K -3,180 -17%
KFS
2661
Kaizen Financial Strategies
California
$2.52M -$195K -1,260 -8%
BA
2662
Ballast Advisors
Minnesota
$2.52M +$21.6K +140 +0.9%
MW
2663
MBL Wealth
North Carolina
$2.5M +$2.37M +15,360 New
SFG
2664
SNS Financial Group
Minnesota
$2.49M -$3.09M -20,020 -57%
EWM
2665
EPG Wealth Management
Georgia
$2.49M +$491K +3,180 +26%
CCM
2666
Carlson Capital Management
Minnesota
$2.49M +$207K +1,340 +10%
AWM
2667
Activest Wealth Management
Florida
$2.49M +$148K +960 +7%
PCG
2668
Private Capital Group
Connecticut
$2.49M +$210K +1,360 +10%
SIS
2669
Sound Income Strategies
Florida
$2.48M +$133K +860 +6%
OCM
2670
Objective Capital Management
Ohio
$2.47M +$9.27K +60 +0.4%
VLKIM
2671
Van Lanschot Kempen Investment Management
Netherlands
$2.47M +$1.48M +9,600 +173%
BG
2672
Benedetti & Gucer
Georgia
$2.46M +$68K +440 +3%
LF
2673
Lantz Financial
Illinois
$2.46M +$71.1K +460 +3%
GI
2674
Glovista Investments
New Jersey
$2.46M +$24.7K +160 +1%
MCM
2675
Morton Capital Management
California
$2.45M -$43.3K -280 -2%
105 106
107
108 109