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Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
2151
AM Investment Strategies
Tennessee
$503K -$235K -2,260 -36%
CF
2152
Convergence Financial
Missouri
$503K -$24.8K -239 -6%
BCP
2153
Berkeley Capital Partners
Georgia
$502K -$43.4K -418 -9%
LF
2154
LifeSteps Financial
California
$501K +$21.5K +207 +5%
CPA
2155
Capital Performance Advisors
California
$501K -$207K -1,991 -33%
TA
2156
TFB Advisors
Kansas
$501K -$136K -1,311 -24%
MFS
2157
Miller Financial Services
Michigan
$501K -$7.79K -75 -2%
AA
2158
Aufman Associates
Pennsylvania
$500K +$49.6K +477 +13%
SCA
2159
St. Clair Advisors
Ohio
$500K – – –
AIA
2160
AssuredPartners Investment Advisors
Florida
$500K -$183K -1,765 -30%
SI
2161
Severin Investments
Missouri
$499K +$418K +4,024 New
GCP
2162
GSA Capital Partners
United Kingdom
$498K -$1.3M -12,557 -76%
LCM
2163
Leisure Capital Management
California
$496K -$11.6K -112 -3%
DP
2164
Denver PWM
Colorado
$496K +$147K +1,415 +55%
PAS
2165
Professional Advisory Services
Florida
$496K -$1.25K -12 -0.3%
SIG
2166
Sargent Investment Group
Maryland
$496K +$4.26K +41 +1%
ACM
2167
Arcataur Capital Management
Wisconsin
$495K +$1.87K +18 +0.5%
KWMG
2168
King Wealth Management Group
Florida
$494K +$6.75K +65 +2%
WIM
2169
Wittenberg Investment Management
Massachusetts
$493K -$5.2K -50 -1%
BEW
2170
Burton Enright Welch
California
$493K -$52.4K -504 -11%
SFP
2171
Shepherd Financial Partners
Massachusetts
$492K +$19.7K +190 +5%
DA
2172
Detalus Advisors
Missouri
$492K – – –
SWP
2173
Strategic Wealth Partners
Ohio
$491K +$411K +3,958 New
TC
2174
TFR Capital
Texas
$490K +$99.1K +954 +32%
ACM
2175
Argent Capital Management
Missouri
$490K – – –
85 86
87
88 89