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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2351
Peak Financial Advisors
Colorado
$2.65M -$1.4M -8,820 -34%
HAS
2352
HBW Advisory Services
California
$2.65M +$209K +1,320 +8%
SCA
2353
Strategic Capital Advisers
Colorado
$2.65M -$485K -3,060 -15%
CP
2354
Covenant Partners
Tennessee
$2.65M +$146K +920 +6%
WAM
2355
WNY Asset Management
New York
$2.65M +$342K +2,160 +14%
CFSG
2356
Clark Financial Services Group
Missouri
$2.65M +$2.71M +17,100 New
AL
2357
Aspiriant LLC
California
$2.64M -$76.1K -480 -3%
CWP
2358
Concord Wealth Partners
Virginia
$2.64M +$894K +5,640 +49%
SIM
2359
SSI Investment Management
California
$2.64M – – –
TCBWMS
2360
Texas Capital Bank Wealth Management Services
Texas
$2.64M +$133K +840 +5%
FRA
2361
Front Row Advisors
California
$2.63M +$130K +820 +5%
CAGAS
2362
Capital Advisory Group Advisory Services
Minnesota
$2.63M -$101K -640 -4%
CAIMH
2363
Central Asset Investments & Management Holdings
Hong Kong
$2.62M -$209K -1,320 -7%
BL
2364
Balentine LLC
Georgia
$2.62M +$358K +2,260 +15%
MLM
2365
Mount Lucas Management
Pennsylvania
$2.62M +$1.13M +7,100 +72%
EWM
2366
Endurance Wealth Management
Rhode Island
$2.62M +$197K +1,240 +8%
CCMW
2367
Cypress Capital Management (Wyoming)
Wyoming
$2.6M -$63.4K -400 -2%
TP
2368
Tranquility Partners
Tennessee
$2.6M +$22.2K +140 +0.8%
PI
2369
Pettee Investors
Connecticut
$2.6M +$15.9K +100 +0.6%
SP
2370
Successful Portfolios
Florida
$2.59M -$3.17K -20 -0.1%
ISB
2371
Iowa State Bank
Iowa
$2.58M +$254K +1,600 +11%
AFG
2372
Alterity Financial Group
Maine
$2.58M +$2.5M +15,800 New
VCM
2373
Verde Capital Management
Michigan
$2.57M +$304K +1,920 +13%
FCM
2374
Fortis Capital Management
Washington
$2.57M -$66.6K -420 -2%
LA
2375
LexAurum Advisors
Kansas
$2.57M +$38K +240 +1%
93 94
95
96 97