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Name Holding Trade Value Shares
Change 		Change in
Stake
SGS
1826
Sterling Global Strategies
California
$260K +$31.8K +300 +14%
ICM
1827
IMS Capital Management
Oregon
$259K -$7.2K -68 -3%
CRB
1828
Chad R. Baker
$258K – – –
CFP
1829
Cornerstone Financial Partners
North Carolina
$258K +$8.47K +80 +3%
CFA
1830
Capstone Financial Advisors
Illinois
$258K +$262K +2,469 New
SXL
1831
Summit X LLC
Missouri
$258K +$265K +2,498 New
TG
1832
TLP Group
Illinois
$257K -$116K -1,098 -31%
MCM
1833
MV Capital Management
Maryland
$257K +$22.9K +216 +10%
GC
1834
Gibson Capital
Pennsylvania
$255K – – –
EWA
1835
Exencial Wealth Advisors
Oklahoma
$253K -$5.3K -50 -2%
FDCC
1836
Foster Dykema Cabot & Co
Massachusetts
$251K -$8.47K -80 -3%
PAM
1837
Pope Asset Management
Tennessee
$250K – – –
BWA
1838
Burt Wealth Advisors
Maryland
$249K +$51.3K +484 +25%
DCM
1839
Delta Capital Management
New Jersey
$248K – – –
KA
1840
Klingman & Associates
New York
$248K +$252K +2,379 New
BO
1841
BRR OpCo
Ohio
$247K -$14.6K -138 -6%
LP
1842
LGL Partners
Pennsylvania
$247K – – –
SHJ
1843
Sharkey, Howes & Javer
Colorado
$244K -$10.6K -100 -4%
AMG
1844
Asset Management Group
Connecticut
$244K +$4.34K +41 +2%
CCA
1845
Clearwater Capital Advisors
Illinois
$243K -$2.65K -25 -1%
VCP
1846
Vista Capital Partners
Oregon
$242K +$424 +4 +0.2%
BMCM
1847
Bryn Mawr Capital Management
Pennsylvania
$240K -$108K -1,017 -31%
OWM
1848
Orgel Wealth Management
Wisconsin
$240K -$5.3K -50 -2%
HFS
1849
Haverford Financial Services
Pennsylvania
$235K -$5.62K -53 -2%
SOADOR
1850
State of Alaska Department of Revenue
Alaska
$235K +$21.2K +200 +10%
72 73
74
75 76