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Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
2301
Savvy Advisors Inc
New York
$476K -$46.6K -446 -10%
GI
2302
Gradient Investments
Minnesota
$475K -$507K -4,849 -56%
CIG
2303
Cairn Investment Group
Washington
$475K – – –
EFSCE
2304
Enterprise Financial Services Corp (EFSC)
Missouri
$475K -$70.2K -672 -15%
BCPWM
2305
Bradley & Co Private Wealth Management
Florida
$475K -$85.5K -819 -17%
EP
2306
Edgestream Partners
New Jersey
$474K +$13.4K +128 +3%
SIC
2307
Sigma Investment Counselors
Michigan
$474K -$20.4K -195 -5%
TA
2308
TFB Advisors
Kansas
$474K +$448K +4,289 New
KA
2309
Klingman & Associates
New York
$472K +$16.6K +159 +4%
BAG
2310
Bridgewealth Advisory Group
California
$471K -$54.8K -525 -12%
PFSC
2311
Peoples Financial Services Corp
Pennsylvania
$469K -$136K -1,300 -25%
RC
2312
Reik & Co
New York
$469K – – –
SDAM
2313
Shulman DeMeo Asset Management
New York
$467K -$26.1K -250 -6%
IWA
2314
Inspirion Wealth Advisors
Illinois
$466K -$627 -6 -0.2%
CA
2315
Crewe Advisors
Utah
$466K +$398K +3,809 New
MFA
2316
McClarren Financial Advisors
Pennsylvania
$466K +$1.36K +13 +0.3%
FCIM
2317
Fairview Capital Investment Management
California
$465K – – –
FPFS
2318
First Personal Financial Services
North Carolina
$464K -$90.5K -866 -19%
GCA
2319
Gradient Capital Advisors
California
$464K -$19.4K -186 -5%
HFW
2320
Horizon Family Wealth
Illinois
$463K +$7.63K +73 +2%
GFP
2321
Gryphon Financial Partners
Ohio
$463K -$303K -2,901 -43%
CCC
2322
Chelsea Counsel Company
California
$461K -$15.8K -151 -4%
MPM
2323
Meritage Portfolio Management
Kansas
$461K -$1.36K -13 -0.3%
RL
2324
Rogco LP
Oklahoma
$460K +$53.8K +515 +16%
AF
2325
Apollon Financial
South Carolina
$460K +$17K +163 +5%
91 92
93
94 95