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Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1501
Disciplined Investments
Oklahoma
$109K -$35.6K -440 -26%
CAC
1502
Core Alternative Capital
Georgia
$107K +$2.1K +26 +2%
IHWM
1503
Iron Horse Wealth Management
Iowa
$107K -$3.73K -46 -4%
FP
1504
Financial Perspectives
Minnesota
$106K -$2.43K -30 -2%
CFD
1505
Creative Financial Designs
Indiana
$105K +$11.7K +145 +14%
APC
1506
Aspire Private Capital
North Carolina
$105K – – –
CWP
1507
Concord Wealth Partners
Virginia
$104K +$20.1K +248 +26%
CT
1508
Clearstead Trust
Maine
$102K +$3.56K +44 +4%
ODG
1509
O'Dell Group
Ohio
$101K +$93K +1,148 New
WPA
1510
West Paces Advisors
Georgia
$100K – – –
CA
1511
Continuum Advisory
Idaho
$99.1K +$1.05K +13 +0%
OA
1512
Operose Advisors
Wisconsin
$98.1K +$14.9K +184 +20%
CSWM
1513
Cassady Schiller Wealth Management
Ohio
$97.5K -$56.5K -698 -39%
JMF
1514
Johnson Midwest Financial
Iowa
$96.6K +$162 +2 +0.2%
FA
1515
Fiduciary Alliance
South Carolina
$94.7K +$87.5K +1,080 New
TFGT
1516
TS Financial Group (TSFG)
Illinois
$94K -$5.67K -70 -6%
OIA
1517
Optimum Investment Advisors
Illinois
$93.4K – – –
JWA
1518
JFS Wealth Advisors
Pennsylvania
$92.6K -$3.48K -43 -4%
FCA
1519
FinTrust Capital Advisors
South Carolina
$92.6K – – –
MHR
1520
Matthew Hamilton Rosenberg
$92.3K -$486 -6 -0.6%
TIM
1521
Tortoise Investment Management
New York
$88.5K +$12.7K +157 +18%
BWM
1522
Baystate Wealth Management
Massachusetts
$86.5K +$14K +173 +21%
GEA
1523
Glen Eagle Advisors
New Jersey
$85.9K +$7.77K +96 +11%
USB
1524
Union Savings Bank
Connecticut
$84.9K +$75.4K +931 New
IFAM
1525
Institutional & Family Asset Management
Colorado
$82.8K – – –
59 60
61
62 63