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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1551
Cooper Financial Group
California
$538K +$84.8K +431 +19%
ICP
1552
Interchange Capital Partners
Pennsylvania
$537K +$140K +713 +36%
EWA
1553
Exencial Wealth Advisors
Oklahoma
$537K +$17.3K +88 +3%
TW
1554
TritonPoint Wealth
Maryland
$536K +$47.6K +242 +10%
SFS
1555
Security Financial Services
Indiana
$534K +$2.36K +12 +0.5%
SPI
1556
Santori & Peters Inc
Pennsylvania
$534K +$14.8K +75 +3%
GSF
1557
Grove Street Fiduciary
New Hampshire
$534K +$157K +799 +43%
PWM
1558
Prentice Wealth Management
New York
$533K +$26.4K +134 +5%
WC
1559
Waterloo Capital
Texas
$533K +$255K +1,297 +95%
DA
1560
Dover Advisors
Virginia
$533K +$523K +2,656 New
CW
1561
Channel Wealth
California
$532K -$3.74K -19 -0.7%
HAS
1562
HBW Advisory Services
California
$532K +$81.1K +412 +18%
TAM
1563
Taurus Asset Management
New York
$532K – – –
AWM
1564
Aberdeen Wealth Management
Illinois
$528K – – –
BCB
1565
Brian C. Broderick
$526K – – –
LFA
1566
Lauterbach Financial Advisors
Texas
$526K +$394 +2 +0.1%
MA
1567
MCF Advisors
Kentucky
$524K -$16.7K -85 -3%
WA
1568
Waddell & Associates
Tennessee
$523K +$515K +2,615 New
ECM
1569
Exchange Capital Management
Michigan
$523K -$9.84K -50 -2%
GLR
1570
Great Lakes Retirement
Ohio
$523K +$26K +132 +5%
IIM
1571
Ironwood Investment Management
Massachusetts
$522K – – –
HIA
1572
Harbor Investment Advisory
Maryland
$520K +$81.8K +416 +19%
OR
1573
Olympiad Research
Connecticut
$516K +$221K +1,125 +77%
KA
1574
Kozak & Associates
Colorado
$516K +$1.77K +9 +0.3%
CHAM
1575
Clear Harbor Asset Management
Connecticut
$514K +$78.7K +400 +18%
61 62
63
64 65