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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
1751
Congress Park Capital
New York
$147K – – –
VFP
1752
Verus Financial Partners
Virginia
$146K -$153K -2,290 -51%
CWM
1753
Confluence Wealth Management
Oregon
$146K -$7.27K -109 -5%
ACS
1754
Archford Capital Strategies
Illinois
$146K +$53.4K +801 +56%
AAM
1755
Autus Asset Management
Arizona
$145K -$73.8K -1,106 -33%
MWM
1756
Marietta Wealth Management
Georgia
$145K -$57K -855 -28%
CC
1757
Cornerstone Capital
California
$145K – – –
SCM
1758
Silvant Capital Management
Georgia
$145K – – –
EA
1759
Evanston Advisors
Illinois
$145K +$148K +2,220 New
BCM
1760
Bluefin Capital Management
New York
$144K -$332K -4,983 -69%
ODG
1761
O'Dell Group
Ohio
$143K -$20.8K -312 -12%
CCA
1762
Conservest Capital Advisors
Pennsylvania
$143K -$17.1K -257 -10%
WMC
1763
Westwood Management Corporation
Illinois
$143K – – –
DPI
1764
Diversified Portfolios Inc
Michigan
$142K -$5.6K -84 -4%
IFS
1765
Ifrah Financial Services
Arkansas
$141K -$97.5K -1,461 -40%
SGA
1766
Strategic Global Advisors
California
$141K – – –
PA
1767
PFG Advisors
Arizona
$140K -$129K -1,938 -47%
MSFP
1768
Mark Sheptoff Financial Planning
Connecticut
$140K -$50.7K -760 -26%
NPP
1769
New Potomac Partners
Maryland
$140K -$13.9K -209 -9%
CW
1770
CreativeOne Wealth
Kansas
$140K +$143K +2,140 New
PHAM
1771
Palisades Hudson Asset Management
Florida
$138K -$40.2K -602 -22%
XSC
1772
X-Square Capital
Puerto Rico
$138K -$7.07K -106 -5%
PCIA
1773
Prime Capital Investment Advisors
Kansas
$138K +$141K +2,115 New
CHA
1774
Cooper/Haims Advisors
New York
$138K +$141K +2,121 New
BPCE
1775
Bank Pictet & Cie (Europe)
Germany
$137K -$286K -4,288 -67%
69 70
71
72 73