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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
2801
Successful Portfolios
Florida
$334K -$63.1K -925 -16%
LA
2802
Legacy Advisors
Pennsylvania
$333K +$332K +4,872 New
PAG
2803
Powers Advisory Group
Illinois
$332K -$20.7K -303 -6%
JTWM
2804
Jackson Thornton Wealth Management
Alabama
$332K +$99.7K +1,463 +45%
GG
2805
Greenwood Gearhart
Arkansas
$332K -$34.1K -500 -9%
GL
2806
Gerber LLC
Ohio
$332K -$317K -4,653 -49%
ACM
2807
AUA Capital Management
Pennsylvania
$329K – – –
LFG
2808
Lockerman Financial Group
California
$329K +$327K +4,802 New
CFGW
2809
Chancellor Financial Group WB
Pennsylvania
$329K +$136 +2 +0%
BC
2810
Brio Consultants
California
$327K -$15.2K -223 -4%
LAM
2811
Lifestyle Asset Management
Texas
$327K +$75.4K +1,106 +30%
KLCM
2812
KG&L Capital Management
Louisiana
$327K +$2.04K +30 +0.6%
ACP
2813
Argyle Capital Partners
California
$327K +$60.2K +883 +23%
PPA
2814
Pacific Point Advisors
California
$326K +$34.4K +504 +12%
RK
2815
Rather & Kittrell
Tennessee
$326K +$32.9K +482 +11%
CA
2816
Crumly & Associates
Illinois
$326K -$33.8K -496 -9%
CF
2817
Convergence Financial
Missouri
$326K -$30.5K -447 -9%
ACM
2818
Argent Capital Management
Missouri
$325K – – –
MWM
2819
Marietta Wealth Management
Georgia
$324K – – –
FNWM
2820
Financial Network Wealth Management
Utah
$324K +$307K +4,505 New
LIA
2821
Lynx Investment Advisory
District of Columbia
$323K +$1.02K +15 +0.3%
GI
2822
GLOBALT Investments
Georgia
$323K – – –
SIC
2823
Sigma Investment Counselors
Michigan
$322K -$1.77K -26 -0.5%
RC
2824
Rovin Capital
Arizona
$322K -$39.8K -584 -11%
OFG
2825
Oxford Financial Group
Indiana
$322K +$53.9K +791 +20%
111 112
113
114 115