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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1951
Catalyst Capital Advisors
New York
$1.15M – – –
SWP
1952
Strategic Wealth Partners
Ohio
$1.15M +$420K +2,506 +55%
SRSA
1953
S.R. Schill & Associates
Washington
$1.15M +$335 +2 +0%
SL
1954
Sentry LLC
Tennessee
$1.15M +$1.18M +7,028 New
OIA
1955
Optimum Investment Advisors
Illinois
$1.15M +$33.7K +201 +3%
CM
1956
Caption Management
Oklahoma
$1.14M +$1.17M +7,000 New
DC
1957
Defender Capital
North Carolina
$1.14M +$1.17M +7,000 New
APW
1958
Austin Private Wealth
Texas
$1.14M +$73.4K +438 +7%
BWP
1959
Balboa Wealth Partners
Arizona
$1.14M +$57.8K +345 +5%
CFP
1960
Catalyst Financial Partners
Massachusetts
$1.14M +$404K +2,411 +53%
AIA
1961
Angeles Investment Advisors
California
$1.14M +$626K +3,731 +115%
CWA
1962
Consilium Wealth Advisory
Texas
$1.14M -$150K -897 -11%
DG
1963
DMC Group
Alabama
$1.14M +$97.2K +580 +9%
GFA
1964
Gallagher Fiduciary Advisors
Illinois
$1.14M +$1.17M +6,965 New
VWA
1965
V Wealth Advisors
Kansas
$1.13M +$8.21K +49 +0.7%
PI
1966
Parkside Investments
Illinois
$1.13M +$4.69K +28 +0.4%
CIM
1967
CIM Investment Management
Pennsylvania
$1.13M +$109K +651 +10%
CFO
1968
Callan Family Office
Pennsylvania
$1.13M +$671K +4,005 +138%
FMN
1969
Financial Management Network
California
$1.13M +$38.1K +227 +4%
CCFP
1970
Charles Carroll Financial Partners
Massachusetts
$1.13M -$16.8K -100 -1%
CAM
1971
Campion Asset Management
Virginia
$1.12M – – –
ESBC
1972
E.S. Barr & Co
Kentucky
$1.12M -$67.1K -400 -6%
SFB
1973
STAR Financial Bank
Indiana
$1.12M -$20.8K -124 -2%
CAMV
1974
Concord Asset Management (Virginia)
Virginia
$1.12M +$1.15M +6,835 New
EGA
1975
E&G Advisors
Texas
$1.11M -$6.71K -40 -0.6%
77 78
79
80 81