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Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
2176
Core Wealth Advisors (Florida)
Florida
$446K +$217K +690 +78%
NP
2177
Ninepoint Partners
Ontario, Canada
$445K -$66.6K -212 -12%
CFD
2178
Creative Financial Designs
Indiana
$444K +$3.14K +10 +0.6%
LWM
2179
Lyell Wealth Management
California
$444K -$1.26K -4 -0.3%
FOFP
2180
Fee-Only Financial Planning
South Carolina
$443K -$31.4K -100 -6%
WIM
2181
Warwick Investment Management
Texas
$443K +$314 +1 +0.1%
CAM
2182
Cozad Asset Management
Illinois
$443K – – –
CTI
2183
Community Trust & Investment
Kentucky
$442K – – –
ACP
2184
Aviance Capital Partners
Florida
$442K -$6.91K -22 -1%
OA
2185
Operose Advisors
Wisconsin
$441K -$45.6K -145 -9%
BWM
2186
BlackDiamond Wealth Management
New York
$441K +$5.03K +16 +1%
KCPG
2187
Kavar Capital Partners Group
Kansas
$440K +$11.9K +38 +3%
RBC
2188
Roble Belko & Company
Pennsylvania
$439K +$171K +543 +54%
PIA
2189
Polaris Investment Advisors
Massachusetts
$439K – – –
GJWM
2190
Gilliland Jeter Wealth Management
Arkansas
$438K – – –
MSA
2191
Marino Stram & Associates
Massachusetts
$437K -$8.49K -27 -2%
HGWM
2192
Horst & Graben Wealth Management
Oregon
$437K +$95.9K +305 +25%
WAL
2193
W Advisors LLC
Tennessee
$437K +$6.91K +22 +1%
CG
2194
Corundum Group
Colorado
$437K -$24.8K -79 -5%
CPW
2195
Cove Private Wealth
New York
$436K – – –
SIAG
2196
Safeguard Investment Advisory Group
California
$436K +$22K +70 +5%
HIM
2197
Hanlon Investment Management
New Jersey
$436K +$6.91K +22 +1%
CWA
2198
Crusonia Wealth Advisors
Colorado
$436K +$47.1K +150 +11%
SAA
2199
Southeast Asset Advisors
Georgia
$434K – – –
CCWP
2200
Cedar Cove Wealth Partners
Minnesota
$434K +$17.3K +55 +4%
86 87
88
89 90