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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
501
Cresset Asset Management
Illinois
$757K -$1.72M -160,851 -68%
LFAS
502
Level Four Advisory Services
Texas
$756K -$12.2K -1,148 -1%
FSA
503
Fort Sheridan Advisors
Illinois
$756K -$68.3K -6,400 -8%
LOAMS
504
Lombard Odier Asset Management (Switzerland)
Switzerland
$753K -$2.84M -265,866 -78%
IA
505
IFP Advisors
Florida
$745K +$45.8K +4,295 +6%
EA
506
Ergawealth Advisors
Illinois
$743K – – –
NI
507
NCP Inc
California
$738K +$304K +28,528 +62%
MLM
508
Mount Lucas Management
Pennsylvania
$726K -$38.3K -3,587 -5%
ECA
509
Elevated Capital Advisors
Utah
$718K +$34.9K +3,268 +5%
GLA
510
Good Life Advisors
Pennsylvania
$717K -$833K -78,066 -52%
SLWA
511
San Luis Wealth Advisors
California
$716K +$241K +22,639 +46%
KCM
512
Kendall Capital Management
Maryland
$716K -$616K -57,720 -44%
SEIA
513
Signature Estate & Investment Advisors
California
$714K -$55.1K -5,168 -7%
CFFP
514
Center for Financial Planning
Michigan
$714K -$17.3K -1,619 -2%
CAM
515
Cidel Asset Management
Ontario, Canada
$714K +$23.4K +2,194 +3%
FHB
516
First Hawaiian Bank
Hawaii
$712K -$4.96K -465 -0.6%
SIG
517
Sargent Investment Group
Maryland
$711K -$915K -85,803 -54%
LFG
518
Larson Financial Group
Missouri
$710K +$72.1K +6,761 +10%
VI
519
Vestcor Inc
New Brunswick, Canada
$707K -$885 -83 -0.1%
GT
520
Greenleaf Trust
Michigan
$704K +$8.76K +821 +1%
CA
521
Clearstead Advisors
Ohio
$701K +$17.5K +1,644 +2%
MGAM
522
McGowan Group Asset Management
Texas
$697K +$22.8K +2,136 +3%
SI
523
Stephens Inc
Arkansas
$691K -$31.2K -2,927 -4%
CA
524
Cornerstone Advisors
North Carolina
$688K +$106K +9,900 +17%
AWM
525
Avior Wealth Management
Nebraska
$688K -$86.6K -8,121 -10%
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