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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2176
Summit Financial Strategies
Ohio
$889K +$125K +865 +15%
AF
2177
Alerus Financial
North Dakota
$884K -$3.38M -23,399 -78%
DWM
2178
Drive Wealth Management
Utah
$884K +$535K +3,700 +135%
MCM
2179
Morton Capital Management
California
$881K +$23K +159 +3%
BFM
2180
Boothbay Fund Management
New York
$880K -$308K -2,129 -25%
PCG
2181
Prosperity Consulting Group
Maryland
$880K +$40.2K +278 +5%
BFA
2182
Beacon Financial Advisory
Ohio
$878K +$63.6K +440 +7%
CCA
2183
Childress Capital Advisors
Texas
$874K +$92.8K +642 +11%
IRC
2184
Investors Research Corp
Georgia
$874K +$796K +5,505 +636%
ESCM
2185
Echo Street Capital Management
New York
$871K -$78.9K -546 -8%
KCFA
2186
Key Client Fiduciary Advisors
New Jersey
$869K +$81.1K +561 +10%
CA
2187
Calton & Associates
Florida
$868K -$31.9K -221 -3%
MFG
2188
Monte Financial Group
Connecticut
$865K -$21.7K -150 -2%
BCP
2189
Berkeley Capital Partners
Georgia
$864K -$83.7K -579 -8%
FPAS
2190
Focus Partners Advisor Solutions
Missouri
$863K +$909K +6,289 New
AWP
2191
Accretive Wealth Partners
New Jersey
$861K +$17.3K +120 +2%
GWCM
2192
Godshalk Welsh Capital Management
Pennsylvania
$860K +$7.23K +50 +0.8%
WA
2193
Waverly Advisors
Alabama
$858K -$40.5K -280 -4%
LPIC
2194
LeJeune Puetz Investment Counsel
Michigan
$858K +$333K +2,301 +58%
DCM
2195
Dimension Capital Management
Florida
$856K +$3.61K +25 +0.4%
VAM
2196
Vienna Asset Management
California
$855K +$823K +5,693 +1,054%
SAM
2197
Synergy Asset Management
Washington
$853K +$347K +2,403 +63%
ODG
2198
O'Dell Group
Ohio
$851K +$61.2K +423 +7%
JGIA
2199
Jackson Grant Investment Advisers
Connecticut
$850K – – –
PP
2200
PDS Planning
Ohio
$850K +$155K +1,075 +21%
86 87
88
89 90