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Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2101
Ignite Planners
California
$1.47M -$120K -1,147 -8%
CI
2102
CacheTech Inc
Utah
$1.46M +$257K +2,454 +24%
CSI
2103
Cross Staff Investments
New York
$1.46M -$39.8K -381 -3%
HFS
2104
Howard Financial Services
Texas
$1.46M +$108K +1,035 +9%
WDG
2105
Wealth Dimensions Group
Ohio
$1.46M -$3.77K -36 -0.3%
DSC
2106
Duncker Streett & Co
Missouri
$1.46M +$33.7K +322 +3%
CFS
2107
CRA Financial Services
New Jersey
$1.46M +$41.8K +400 +3%
TWA
2108
TCI Wealth Advisors
Arizona
$1.46M +$104K +997 +9%
PEA
2109
Park Edge Advisors
Ohio
$1.45M +$1.3M +12,384 New
GPWM
2110
Grant Private Wealth Management
California
$1.45M +$366K +3,496 +39%
WCP
2111
Wealthcare Capital Partners
Pennsylvania
$1.45M +$105 +1 +0%
MIA
2112
MeadowBrook Investment Advisors
Michigan
$1.45M -$51.7K -494 -4%
JWWM
2113
Johnson & White Wealth Management
Pennsylvania
$1.45M -$86.8K -830 -6%
PFT
2114
Providence First Trust
Arizona
$1.45M -$70.5K -674 -5%
EGA
2115
Eagle Global Advisors
Texas
$1.45M +$29K +277 +2%
KFI
2116
Key Financial Inc
Pennsylvania
$1.44M -$706K -6,750 -35%
BFG
2117
Beto Financial Group
Idaho
$1.44M +$4.29K +41 +0.3%
GWS
2118
Greykasell Wealth Strategies
California
$1.43M +$81K +775 +7%
HWA
2119
HMV Wealth Advisors
Louisiana
$1.43M – – –
IIL
2120
Income Insurance Ltd
$1.43M – – –
UAS
2121
United Asset Strategies
New York
$1.42M -$524K -5,010 -29%
HIM
2122
Harbour Investment Management
Washington
$1.42M -$113K -1,080 -8%
SC
2123
Sapient Capital
Indiana
$1.42M -$1.13M -10,841 -47%
DBRC
2124
D.B. Root & Company
Pennsylvania
$1.42M +$26K +249 +2%
FPL
2125
Fortress Private Ledger
North Carolina
$1.42M +$489K +4,679 +63%
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85
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