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Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
2126
Guardian Wealth Advisors (North Carolina)
North Carolina
$939K -$43K -289 -4%
CFP
2127
Curran Financial Partners
South Carolina
$939K -$43.5K -292 -4%
CP
2128
Canopy Partners
Ohio
$938K -$62.7K -421 -6%
MW
2129
MBL Wealth
North Carolina
$937K -$35.7K -240 -4%
CFO
2130
Callan Family Office
Pennsylvania
$935K +$94.4K +634 +11%
BC
2131
Barrett & Company
Rhode Island
$934K – – –
BWP
2132
Balboa Wealth Partners
Arizona
$933K -$134K -899 -12%
JIP
2133
Jaffetilchin Investment Partners
Florida
$931K +$81.4K +547 +9%
CCG
2134
Coastwise Capital Group
California
$930K +$251K +1,685 +36%
SIM
2135
Sterling Investment Management
Arizona
$929K -$1.06M -7,145 -53%
BIA
2136
Beacon Investment Advisors
Maryland
$929K +$893 +6 +0.1%
CUAMC
2137
China Universal Asset Management Company
China
$926K +$532K +3,573 +131%
GWSG
2138
GPS Wealth Strategies Group
Colorado
$926K +$19.1K +128 +2%
RCM
2139
Requisite Capital Management
Texas
$926K +$14.3K +96 +2%
MP
2140
Mangrove Partners
Connecticut
$925K +$935K +6,283 New
VBA
2141
von Borstel & Associates
Oregon
$924K +$934K +6,276 New
SVCP
2142
Silicon Valley Capital Partners
California
$920K +$107K +720 +13%
MCM
2143
Manchester Capital Management
Vermont
$918K -$49.3K -331 -5%
MA
2144
MBA Advisors
Pennsylvania
$918K +$56.1K +377 +6%
PIM
2145
Provident Investment Management
Michigan
$917K -$71.4K -480 -7%
MI
2146
Motiv8 Investments
Florida
$917K +$134K +902 +17%
CSB
2147
City State Bank
Iowa
$916K +$52.1K +350 +6%
SWM
2148
Sendero Wealth Management
Texas
$914K +$1.34K +9 +0.1%
EWA
2149
Encompass Wealth Advisors
Oregon
$914K +$37.4K +251 +4%
FFA
2150
Fortune Financial Advisors
Kansas
$913K -$915K -6,149 -50%
84 85
86
87 88