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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
4001
Cultivar Capital
Texas
$217K +$192K +1,051 New
IWA
4002
Inspirion Wealth Advisors
Illinois
$217K +$191K +1,050 New
KBFS
4003
Kohmann Bosshard Financial Services
Ohio
$217K -$9.85K -54 -5%
SA
4004
SFI Advisors
New Jersey
$216K -$53.2K -292 -22%
ARC
4005
Advisor Resource Council
Texas
$216K +$191K +1,046 New
CC
4006
Capstone Capital
Nevada
$216K +$191K +1,046 New
CFG
4007
Carr Financial Group
Massachusetts
$216K +$190K +1,044 New
SPA
4008
Sentinel Pension Advisors
Massachusetts
$216K +$190K +1,042 New
IHL
4009
Investment House LLC
California
$216K +$190K +1,042 New
AP
4010
Aspect Partners
Virginia
$215K – – –
BWM
4011
Bernard Wealth Management
Michigan
$215K – – –
CFG
4012
Carter Financial Group
Illinois
$215K +$189K +1,039 New
MWM
4013
McCartney Wealth Management
Missouri
$215K +$189K +1,038 New
HI
4014
Harper Investing
California
$215K +$189K +1,037 New
SFP
4015
SwitchPoint Financial Planning
Utah
$215K +$189K +1,037 New
RYA
4016
Richard Young Associates
Georgia
$214K +$189K +1,036 New
AF
4017
AtlasMark Financial
Texas
$214K – – –
TWM
4018
Tripletail Wealth Management
Florida
$214K – – –
SC
4019
Saturna Capital
Washington
$214K +$188K +1,033 New
CCAM
4020
Cascades Capital Asset Management
North Carolina
$213K +$11.3K +62 +6%
SA
4021
SRH Advisors
Kansas
$212K – – –
MIM
4022
Macroview Investment Management
Maryland
$212K +$187K +1,026 New
IWP
4023
Integrity Wealth Partners
California
$212K +$187K +1,025 New
WA
4024
Waystone Advisors
Washington
$212K +$187K +1,023 New
AU
4025
AlphaGrep UK
$212K -$1.02M -5,571 -84%
159 160
161
162 163