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Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
701
Aspire Growth Partners
Florida
$264K -$7K -209 -3%
SWM
702
SeaCrest Wealth Management
New York
$261K +$1.44K +43 +0.6%
VA
703
Valmark Advisers
Ohio
$261K +$2.41K +72 +1%
IRP
704
Investment Research Partners
Pennsylvania
$259K +$247K +7,370 New
CPCM
705
Cardinal Point Capital Management
Ontario, Canada
$259K +$252K +7,525 New
CFS
706
CRA Financial Services
New Jersey
$258K – – –
WA
707
Wealth Alliance
New York
$256K +$18.7K +559 +8%
IG
708
IFS Group
Pennsylvania
$256K +$249K +7,430 New
EIP
709
Easterly Investment Partners
Massachusetts
$254K -$8.45M -252,153 -97%
KFGK
710
Keystone Financial Group (Kentucky)
Kentucky
$254K -$21K -628 -8%
BCM
711
Birmingham Capital Management
Alabama
$253K -$184K -5,500 -43%
VCA
712
Verdence Capital Advisors
Maryland
$252K +$7.17K +214 +3%
FSA
713
Fort Sheridan Advisors
Illinois
$250K – – –
EWA
714
Encompass Wealth Advisors
Oregon
$250K +$703 +21 +0.3%
CFD
715
Creative Financial Designs
Indiana
$249K -$26K -777 -10%
VIP
716
Vista Investment Partners
Oklahoma
$248K – – –
LWM
717
Liberty Wealth Management
California
$247K -$25.4K -759 -10%
OIA
718
OneDigital Investment Advisors
Kansas
$247K -$804 -24 -0.3%
HVIA
719
Hudson Valley Investment Advisors
New York
$246K – – –
PMG
720
ProVise Management Group
Florida
$246K – – –
MGIA
721
Moneta Group Investment Advisors
Missouri
$244K -$3.18K -95 -1%
LPAM
722
Lodestar Private Asset Management
California
$244K +$1.51K +45 +0.6%
UAS
723
United Asset Strategies
New York
$243K – – –
PFA
724
Pettinga Financial Advisors
Indiana
$242K +$3.21K +96 +1%
SAI
725
Savvy Advisors Inc
New York
$242K +$236K +7,035 New
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