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Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
2551
Capital Advisory Group Advisory Services
Minnesota
$145K -$463K -3,665 -71%
WIM
2552
Westside Investment Management
California
$144K +$7.3M +57,771 New
SL
2553
Savior LLC
Massachusetts
$136K -$25.9K -205 -13%
HR
2554
Howe & Rusling
New York
$135K -$19.3K -153 -10%
PP
2555
PrairieView Partners
Minnesota
$135K – – –
SFPG
2556
Stonebridge Financial Planning Group
Florida
$133K +$7.08K +56 +4%
SFA
2557
Semmax Financial Advisors
North Carolina
$129K +$23.4K +185 +16%
HWM
2558
HighMark Wealth Management
Minnesota
$125K -$126 -1 -0.1%
CS
2559
Capital Square
Tennessee
$125K +$164K +1,296 New
MWP
2560
Meridian Wealth Partners
Pennsylvania
$124K -$1.52K -12 -0.9%
FA
2561
Fortis Advisors
Pennsylvania
$119K -$11.4K -90 -7%
BBA
2562
Braun-Bostich & Associates
Pennsylvania
$116K – – –
KBFS
2563
Kohmann Bosshard Financial Services
Ohio
$116K +$44.3K +350 +41%
OSAM
2564
O'Shaughnessy Asset Management
Connecticut
$115K -$80.8K -639 -35%
DI
2565
Disciplined Investments
Oklahoma
$113K +$22.3K +176 +18%
FMT
2566
First Mercantile Trust
Tennessee
$112K -$3.79K -30 -3%
BL
2567
Balentine LLC
Georgia
$106K -$47.9K -379 -26%
KFS
2568
Kelly Financial Services
Massachusetts
$105K +$14.4K +114 +12%
AA
2569
AlphaMark Advisors
Kentucky
$101K -$14.9K -118 -10%
CFG
2570
CKW Financial Group
Hawaii
$101K – – –
LTI
2571
Laffer Tengler Investments
Tennessee
$99K +$57.1K +452 +79%
AC
2572
AlphaCore Capital
California
$99K +$130K +1,028 New
NCM
2573
New Capital Management
Texas
$95K – – –
MWM
2574
MBE Wealth Management
Wisconsin
$95K +$125K +992 New
FA
2575
Forefront Analytics
Pennsylvania
$94.5K +$124K +978 New
101 102
103
104 105