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Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
1901
Wharton Business Group
Pennsylvania
$244K -$12.9K -125 -5%
KFS
1902
Kurt F. Somerville
$244K – – –
SFWA
1903
Summit Financial Wealth Advisors
Louisiana
$244K +$234K +2,273 New
CHP
1904
Cable Hill Partners
Oregon
$243K -$41.9K -407 -16%
BCA
1905
Berman Capital Advisors
Georgia
$243K +$240K +2,331 New
CA
1906
Capital Advantage
California
$242K – – –
IAM
1907
ICM Asset Management
Washington
$241K +$231K +2,245 New
WCM
1908
Whitener Capital Management
North Carolina
$241K +$232K +2,250 New
CA
1909
CapWealth Advisors
Tennessee
$240K -$12.9K -125 -5%
OKSA
1910
O'Keefe Stevens Advisory
New York
$240K -$5.15K -50 -2%
SCG
1911
Sonata Capital Group
Washington
$240K – – –
RCG
1912
Ruggie Capital Group
Florida
$240K +$8.04K +78 +4%
OMC
1913
Overbrook Management Corp
New York
$239K – – –
SFS
1914
Summit Financial Strategies
Ohio
$239K +$8.14K +79 +4%
TIM
1915
Tortoise Investment Management
New York
$238K -$5.56K -54 -2%
OWA
1916
One Wealth Advisors
California
$236K +$226K +2,193 New
SAM
1917
SignalPoint Asset Management
Missouri
$235K +$15.5K +150 +7%
LFA
1918
Legacy Financial Advisors
Kentucky
$235K +$226K +2,189 New
AA
1919
Alesco Advisors
New York
$234K – – –
HCP
1920
Holt Capital Partners
Texas
$234K – – –
BBNB
1921
Baker Boyer National Bank
Washington
$233K – – –
DWM
1922
Dakota Wealth Management
Florida
$233K +$223K +2,164 New
HFA
1923
Huber Financial Advisors
Illinois
$233K +$224K +2,171 New
JSA
1924
Jacobson & Schmitt Advisors
Wisconsin
$232K – – –
WC
1925
Whitney & Co
New York
$231K +$221K +2,145 New
75 76
77
78 79