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Name Holding Trade Value Shares
Change 		Change in
Stake
HS
1801
Huntington Steele
Pennsylvania
$449K – – –
CG
1802
CFO4Life Group
Texas
$449K +$4.39K +32 +0.9%
DSN
1803
D. Scott Neal
Kentucky
$449K +$176K +1,282 +59%
AIA
1804
Allegis Investment Advisors
Idaho
$445K +$127K +926 +37%
RWG
1805
Regal Wealth Group
California
$443K -$91.4K -667 -16%
FI
1806
FormulaFolio Investments
Michigan
$442K +$1.23K +9 +0.3%
SMH
1807
Sanders Morris Harris
Texas
$439K -$2.19K -16 -0.5%
IA
1808
Independence Advisors
Pennsylvania
$438K -$16.7K -122 -3%
IWA
1809
IBEX Wealth Advisors
New Jersey
$437K -$178K -1,297 -27%
NVIM
1810
New Vernon Investment Management
Illinois
$437K – – –
PCA
1811
Peddock Capital Advisors
Massachusetts
$436K – – –
AWMG
1812
Alliance Wealth Management Group
New Jersey
$435K -$14.3K -104 -3%
PBO
1813
Peoples Bank (Ohio)
Ohio
$433K – – –
CCM
1814
Carlson Capital Management
Minnesota
$432K -$166K -1,208 -27%
WBG
1815
Wharton Business Group
Pennsylvania
$426K +$27.1K +198 +6%
PCMC
1816
Paragon Capital Management (Colorado)
Colorado
$424K -$13.6K -99 -3%
DA
1817
Doliver Advisors
Texas
$424K +$449K +3,274 New
ABTD
1818
Arvest Bank Trust Division
Oklahoma
$423K -$169K -1,231 -27%
CF
1819
Corrigan Financial
Rhode Island
$421K +$21.7K +158 +5%
SAA
1820
Southeast Asset Advisors
Georgia
$420K -$4.25K -31 -0.9%
SFG
1821
Sather Financial Group
Texas
$420K +$445K +3,245 New
AA
1822
Alesco Advisors
New York
$419K -$2.74K -20 -0.6%
PV
1823
Private Vista
Illinois
$418K +$443K +3,233 New
SIC
1824
Sigma Investment Counselors
Michigan
$417K -$32.6K -238 -7%
ACM
1825
Alta Capital Management
Utah
$413K -$30.6K -223 -7%
71 72
73
74 75