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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2126
Clearwater Capital Advisors
Illinois
$422K +$138K +1,496 +52%
BB
2127
Burford Brothers
Texas
$422K +$44.5K +484 +12%
SWM
2128
Sendero Wealth Management
Texas
$419K -$25K -272 -6%
RL
2129
Rogco LP
Oklahoma
$419K +$12.2K +133 +3%
LI
2130
LRI Investments
Florida
$419K -$76.6K -833 -18%
WIA
2131
Westbourne Investment Advisors
Maryland
$419K -$21.6K -235 -5%
PFWA
2132
Paces Ferry Wealth Advisors
Georgia
$419K -$217K -2,360 -35%
CCM
2133
Compass Capital Management
Minnesota
$418K -$136K -1,482 -25%
BEW
2134
Burton Enright Welch
California
$418K -$26.3K -286 -6%
RCWM
2135
Royal Capital Wealth Management
Indiana
$417K – – –
KIC
2136
Kensington Investment Counsel
California
$417K +$36.8K +400 +10%
FA
2137
Fortis Advisors
Pennsylvania
$416K – – –
SL
2138
Sentry LLC
Tennessee
$415K – – –
MLFP
2139
MPS Loria Financial Planners
Illinois
$413K +$17.9K +195 +5%
FFC
2140
First Financial Corp
Indiana
$412K -$18.4K -200 -4%
SDH
2141
Sloy Dahl & Holst
Washington
$411K +$1.01K +11 +0.3%
TPWM
2142
Twelve Points Wealth Management
Massachusetts
$410K +$12.2K +133 +3%
SWA
2143
SFMG Wealth Advisors
Texas
$408K -$18.3K -199 -4%
RPGK
2144
Retirement Planning Group (Kansas)
Kansas
$408K +$58.1K +632 +18%
MAWA
2145
Moss Adams Wealth Advisors
Washington
$408K +$36K +391 +10%
RFA
2146
Register Financial Advisors
Georgia
$407K -$10.9K -119 -3%
NWA
2147
New World Advisors
Massachusetts
$406K +$82.8K +900 +27%
WA
2148
Wealth Architects
California
$406K -$32.7K -355 -8%
AIA
2149
Angeles Investment Advisors
California
$406K +$2.3K +25 +0.6%
LFG
2150
Lockerman Financial Group
California
$405K +$61.1K +664 +19%
84 85
86
87 88