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Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1601
Ballast Inc
Kentucky
$332K +$4.16K +44 +1%
BC
1602
Bayforest Capital
United Kingdom
$331K +$276K +2,918 +503%
SP
1603
Sequent Planning
Nebraska
$329K – – –
BWM
1604
BCO Wealth Management
New Mexico
$329K – – –
FHC
1605
First Heartland Consultants
Missouri
$328K +$328K +3,467 New
SWA
1606
Sax Wealth Advisors
New Jersey
$328K +$111K +1,179 +52%
NP
1607
Nilsine Partners
Colorado
$327K +$4.54K +48 +1%
MSWM
1608
Master's Wealth Management
Pennsylvania
$326K +$13.2K +140 +4%
MSWA
1609
Marshall & Sterling Wealth Advisors
New York
$326K +$5.86K +62 +2%
SCA
1610
Strathmore Capital Advisors
North Carolina
$325K +$11K +116 +3%
PP
1611
Patron Partners
Texas
$324K +$2.27K +24 +0.7%
SEP
1612
Southland Equity Partners
Missouri
$324K -$93.6K -990 -22%
JC
1613
Jacobs & Co
California
$323K – – –
BC
1614
Broadwater Capital
Massachusetts
$322K – – –
CFD
1615
Creative Financial Designs
Indiana
$319K -$148K -1,566 -32%
HBW
1616
Hazlett, Burt & Watson
West Virginia
$319K -$7.37K -78 -2%
BCMLT
1617
Beacon Capital Management LLC (Tennessee)
Tennessee
$319K -$11.8K -125 -4%
CCA
1618
Cobblestone Capital Advisors
New York
$318K – – –
NPFS
1619
Novak & Powell Financial Services
Florida
$317K +$498K +5,264 New
SSG
1620
Summit Securities Group
New York
$317K +$237K +2,503 +294%
GWSG
1621
GPS Wealth Strategies Group
Colorado
$317K -$45.8K -484 -13%
AA
1622
Argent Advisors
Louisiana
$317K +$24.5K +259 +8%
CP
1623
Clarendon Private
Massachusetts
$317K -$63.1K -667 -17%
AL
1624
Aspiriant LLC
California
$316K -$133K -1,408 -30%
FFA
1625
Fragasso Financial Advisors
Pennsylvania
$316K +$13K +138 +4%
63 64
65
66 67