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Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
1701
Citizens Business Bank
California
$455K – – –
WP
1702
Wedgewood Partners
Missouri
$455K – – –
LFA
1703
Legacy Financial Advisors
Kentucky
$453K -$12K -33 -3%
SWA
1704
Sutton Wealth Advisors
Florida
$451K +$24.4K +67 +6%
REMPR
1705
Roof Eidam Maycock Peralta (REMP)
California
$451K – – –
ACA
1706
Aptus Capital Advisors
Alabama
$451K +$14.2K +39 +3%
DA
1707
DSC Advisors
Illinois
$451K +$43K +118 +11%
GCP
1708
GSA Capital Partners
United Kingdom
$451K +$451K +1,238 New
CPSAC
1709
Chas P. Smith & Associates (CPS)
Florida
$446K -$17.1M -46,826 -97%
BCM
1710
BlueCrest Capital Management
Jersey
$445K +$446K +1,223 New
RTS
1711
Round Table Services
New Jersey
$443K +$94.4K +259 +27%
OA
1712
Oxbow Advisors
Texas
$441K +$36.5K +100 +9%
WPW
1713
Winthrop Partners - WNY
New York
$440K – – –
UWM
1714
USAdvisors Wealth Management
Minnesota
$440K +$3.65K +10 +0.8%
WGCA
1715
Wolf Group Capital Advisors
Virginia
$438K +$20.4K +56 +5%
MFS
1716
Madrona Financial Services
Washington
$438K +$126K +345 +40%
TWM
1717
Tolleson Wealth Management
Texas
$435K – – –
SIA
1718
Starfire Investment Advisers
Michigan
$435K +$729 +2 +0.2%
DE
1719
Day & Ennis
Georgia
$434K – – –
SIAS
1720
Shine Investment Advisory Services
Colorado
$434K +$70.7K +194 +19%
QI
1721
Qtron Investments
Massachusetts
$432K -$94.4K -259 -18%
TCM
1722
Teza Capital Management
Illinois
$431K +$431K +1,183 New
PFA
1723
Pettinga Financial Advisors
Indiana
$429K +$365 +1 +0.1%
SCM
1724
Stellar Capital Management
Arizona
$428K – – –
SP
1725
Successful Portfolios
Florida
$427K +$103K +283 +32%
67 68
69
70 71