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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
1551
Compton Wealth Advisory Group
Virginia
$235K +$268K +3,590 New
PFS
1552
Physicians Financial Services
North Carolina
$235K +$268K +3,590 New
SMFS
1553
Squar Milner Financial Services
California
$234K +$103K +1,384 +63%
GI
1554
Glovista Investments
New Jersey
$233K -$237K -3,176 -47%
SLF
1555
Sun Life Financial
Ontario, Canada
$233K +$55.9K +749 +27%
LC
1556
Lourd Capital
California
$233K +$66.6K +892 +33%
CFA
1557
Clarfeld Financial Advisors
New York
$233K +$265K +3,556 New
DC
1558
DeDora Capital
California
$231K -$22.4K -300 -8%
RIA
1559
Regal Investment Advisors
Michigan
$231K +$49.3K +660 +23%
AIM
1560
Advantage Investment Management
Iowa
$231K +$102K +1,370 +63%
PHS
1561
Pekin Hardy Strauss
Illinois
$230K -$29.7K -398 -10%
MFW
1562
Meristem Family Wealth
Minnesota
$230K +$3.21K +43 +1%
PFC
1563
Phocas Financial Corp
California
$230K +$54.9K +735 +27%
KA
1564
Kaizen Advisory
Illinois
$230K +$90.2K +1,208 +52%
GAM
1565
Gould Asset Management
California
$227K -$198K -2,659 -43%
MAM
1566
Magellan Asset Management
Australia
$227K – – –
CA
1567
Calton & Associates
Florida
$227K +$28.9K +387 +13%
RWMH
1568
Riverpoint Wealth Management Holdings
Illinois
$227K +$47.7K +639 +23%
BB
1569
Busey Bank
Illinois
$226K +$7.09K +95 +3%
JA
1570
JOYN Advisors
Georgia
$225K +$51.6K +691 +25%
ONST
1571
Old North State Trust
North Carolina
$224K +$17.9K +240 +8%
SQA
1572
Simon Quick Advisors
New Jersey
$224K +$134K +1,789 +110%
HCM
1573
Highlander Capital Management
New Jersey
$223K -$37.3K -500 -13%
MCM
1574
Maryland Capital Management
Maryland
$223K +$12K +161 +5%
PWMG
1575
Prestige Wealth Management Group
New Jersey
$223K +$254K +3,399 New
61 62
63
64 65