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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1701
Clearwater Capital Advisors
Illinois
$430K +$4.13K +21 +1%
YLHM
1702
Yelin Lapidot Holdings Management
Israel
$428K – – –
GFA
1703
Gallagher Fiduciary Advisors
Illinois
$426K +$3.94K +20 +0.9%
SRC
1704
Sage Rhino Capital
California
$425K +$4.33K +22 +1%
CA
1705
Cornerstone Advisory
Maryland
$424K -$4.92K -25 -1%
SPWM
1706
Spartan Planning & Wealth Management
North Carolina
$424K +$170K +863 +69%
PAG
1707
Poinciana Advisors Group
Florida
$424K -$394 -2 -0.1%
APG
1708
Abacus Planning Group
South Carolina
$423K +$99.6K +506 +31%
PAM
1709
Peak Asset Management
Colorado
$422K – – –
SMF
1710
Sterling Manor Financial
New York
$421K – – –
IP
1711
Intellectus Partners
California
$420K – – –
AWP
1712
Ascent Wealth Partners
New York
$420K – – –
FG
1713
Foster Group
Iowa
$420K +$100K +509 +32%
BWA
1714
BCU Wealth Advisors
Illinois
$419K +$590 +3 +0.1%
CSB
1715
City State Bank
Iowa
$418K -$14.8K -75 -3%
TCM
1716
Teza Capital Management
Illinois
$418K – – –
SWA
1717
SFMG Wealth Advisors
Texas
$418K +$9.44K +48 +2%
SIMG
1718
Sonora Investment Management Group
Arizona
$418K +$13.6K +69 +3%
LI
1719
LRI Investments
Florida
$418K +$23K +117 +6%
LK
1720
Lumbard & Kellner
New Hampshire
$417K – – –
SP
1721
Successful Portfolios
Florida
$417K +$197 +1 +0%
AAM
1722
Auxier Asset Management
Oregon
$416K – – –
BC
1723
Barrett & Company
Rhode Island
$414K -$4.72K -24 -1%
JF
1724
Jump Financial
Illinois
$414K -$59.2K -301 -13%
CWP
1725
Core Wealth Partners
California
$414K – – –
67 68
69
70 71