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Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
2526
Fort Point Capital Partners
California
$516K +$14.6K +102 +4%
SEP
2527
Southland Equity Partners
Missouri
$514K +$407K +2,836 New
PBO
2528
Peoples Bank (Ohio)
Ohio
$513K -$5.45K -38 -1%
NA
2529
Navellier & Associates
Nevada
$512K – – –
EWA
2530
Encompass Wealth Advisors
Oregon
$511K +$405K +2,820 New
TC
2531
Tacita Capital
Ontario, Canada
$509K +$403K +2,810 New
CCM
2532
Conway Capital Management
California
$508K +$402K +2,804 New
MTC
2533
McDaniel Terry & Co
Texas
$508K +$110K +765 +38%
CP
2534
Coho Partners
Pennsylvania
$507K -$2.01K -14 -0.5%
SNBOSCI
2535
Security National Bank of Sioux City Iowa
Iowa
$506K – – –
WAAG
2536
Wealth Alliance Advisory Group
Kansas
$506K +$14.4K +100 +4%
OR
2537
Olympiad Research
Connecticut
$506K +$401K +2,795 New
DAC
2538
Dividend Assets Capital
South Carolina
$504K -$27.4K -191 -6%
T
2539
TRUADVICE
Florida
$503K +$39.3K +274 +10%
YL
2540
YCG LLC
Texas
$500K -$3.55M -24,708 -90%
SWMG
2541
Strategic Wealth Management Group
Maryland
$500K -$17.4K -121 -4%
CWA
2542
Clarus Wealth Advisors
Arizona
$500K -$8.04K -56 -2%
TW
2543
Towerpoint Wealth
California
$500K +$396K +2,762 New
OFS
2544
Oldfather Financial Services
Nebraska
$495K +$9.62K +67 +3%
BFWA
2545
Benchmark Financial Wealth Advisors
Florida
$491K -$24.4K -170 -6%
WPA
2546
Winning Points Advisors
Florida
$490K -$222K -1,544 -36%
WCA
2547
Windsor Creek Advisors
Vermont
$489K -$37.9K -264 -9%
GCP
2548
GSA Capital Partners
United Kingdom
$489K +$101K +704 +35%
VAG
2549
VisionPoint Advisory Group
Texas
$488K -$35.9K -250 -8%
CCA
2550
Clearwater Capital Advisors
Illinois
$488K +$11.5K +80 +3%
100 101
102
103 104