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Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
1301
McKinley Carter Wealth Services
West Virginia
$3.24M +$69.5K +436 +2%
FCIM
1302
Fairview Capital Investment Management
California
$3.23M – – –
WAAG
1303
Wealth Alliance Advisory Group
Kansas
$3.23M +$89.9K +564 +3%
CCM
1304
Coerente Capital Management
Ontario, Canada
$3.22M -$187K -1,175 -5%
CGH
1305
CMG Global Holdings
Texas
$3.22M -$152K -952 -4%
QCG
1306
Quadrant Capital Group
Ohio
$3.21M +$99.5K +624 +3%
ACGA
1307
Atlanta Consulting Group Advisors
Georgia
$3.21M +$87.7K +550 +3%
MYIA
1308
Mount Yale Investment Advisors
Colorado
$3.2M +$2.87K +18 +0.1%
GCM
1309
Gables Capital Management
Florida
$3.2M +$15.9K +100 +0.5%
CWP
1310
CFM Wealth Partners
Texas
$3.19M +$229K +1,434 +8%
DIP
1311
DT Investment Partners
Pennsylvania
$3.19M +$170K +1,064 +6%
TA
1312
TFG Advisers
Michigan
$3.18M -$22.6K -142 -0.7%
CSC
1313
Caldwell Sutter Capital
California
$3.18M -$43.7K -274 -1%
CPA
1314
Cardiff Park Advisors
California
$3.18M +$18K +113 +0.6%
SIM
1315
Studio Investment Management
Illinois
$3.18M -$91.5K -574 -3%
GIM
1316
Guardian Investment Management
California
$3.17M -$151K -950 -4%
DFA
1317
Delta Financial Advisors
Louisiana
$3.16M +$785K +4,921 +32%
LWA
1318
Lineweaver Wealth Advisors
Ohio
$3.13M -$91.4K -573 -3%
CCM
1319
Cox Capital Management
Massachusetts
$3.13M -$135K -844 -4%
GAMC
1320
Garner Asset Management Corp
Texas
$3.13M +$403K +2,530 +14%
FAP
1321
Financial Advisory Partners
Florida
$3.13M -$72.6K -455 -2%
BMC
1322
Benin Management Corp
Connecticut
$3.13M -$9.41K -59 -0.3%
CFG
1323
Cooper Financial Group
California
$3.12M +$318K +1,994 +11%
RC
1324
Roundview Capital
New Jersey
$3.12M +$389K +2,439 +14%
AC
1325
AlphaCore Capital
California
$3.11M +$143K +899 +5%
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