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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1751
Clearwater Capital Advisors
Illinois
$548K -$3.51K -16 -0.7%
LWM
1752
Lakeridge Wealth Management
Ohio
$547K -$57.1K -260 -11%
SRC
1753
Sage Rhino Capital
California
$546K +$219 +1 +0%
JWM
1754
Jackson Wealth Management
Florida
$544K -$54.2K -247 -10%
CWI
1755
Conscious Wealth Investments
Florida
$544K – – –
PAM
1756
Peak Asset Management
Colorado
$543K – – –
KCP
1757
Kera Capital Partners
California
$543K +$463K +2,110 New
ONSWM
1758
Old North State Wealth Management
North Carolina
$542K +$8.56K +39 +2%
CI
1759
Cavalier Investments
Georgia
$542K -$4.46M -20,347 -91%
SSWG
1760
Seven Springs Wealth Group
Tennessee
$541K -$33.1K -151 -7%
SMF
1761
Sterling Manor Financial
New York
$541K – – –
PFW
1762
Petros Family Wealth
Minnesota
$541K +$461K +2,100 New
EA
1763
Everpar Advisors
Oklahoma
$540K +$50.9K +232 +12%
BWA
1764
BCU Wealth Advisors
Illinois
$540K +$658 +3 +0.1%
AIS
1765
American Investment Services
Massachusetts
$540K -$14.9K -68 -3%
IP
1766
Intellectus Partners
California
$539K – – –
AWA
1767
AGH Wealth Advisors
Kansas
$539K -$11.8K -54 -3%
SWA
1768
SFMG Wealth Advisors
Texas
$539K +$1.32K +6 +0.3%
CSB
1769
City State Bank
Iowa
$538K – – –
TCM
1770
Teza Capital Management
Illinois
$538K – – –
TIM
1771
Tevis Investment Management
Texas
$537K – – –
LK
1772
Lumbard & Kellner
New Hampshire
$537K – – –
IA
1773
Integrity Alliance
Iowa
$536K -$255K -1,161 -36%
SFG
1774
SNS Financial Group
Minnesota
$534K +$9.22K +42 +2%
FG
1775
Foster Group
Iowa
$533K -$5.27K -24 -1%
69 70
71
72 73