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Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
2501
Ellis Investment Partners
Pennsylvania
$930K +$16K +41 +2%
CCC
2502
Compass Capital Corp
Massachusetts
$930K -$49.9K -128 -5%
MM
2503
MQS Management
New York
$930K +$989K +2,537 New
AP
2504
Adero Partners
California
$929K +$4.29K +11 +0.4%
DA
2505
Detalus Advisors
Missouri
$928K +$159K +407 +19%
STA
2506
Smith Thornton Advisors
Alabama
$922K -$3.12K -8 -0.3%
CIM
2507
CIM Investment Management
Pennsylvania
$922K -$779 -2 -0.1%
WFC
2508
Western Financial Corp
California
$922K -$1.12M -2,866 -53%
GSIS
2509
Global Strategic Investment Solutions
Arizona
$921K -$42.5K -109 -4%
EIA
2510
Edgemoor Investment Advisors
Maryland
$921K +$134K +345 +16%
DWM
2511
DecisionMap Wealth Management
Virginia
$920K -$1.95K -5 -0.2%
TFA
2512
Trinity Financial Advisors
Ohio
$919K +$17.9K +46 +2%
WE
2513
Wealth Effects
Massachusetts
$919K -$9.74K -25 -1%
NVIM
2514
New Vernon Investment Management
Illinois
$916K -$22.1M -56,767 -96%
BI
2515
Bramshill Investments
Florida
$916K +$487K +1,250 +100%
BCM
2516
Brasada Capital Management
Texas
$916K +$974K +2,500 New
HWA
2517
Heartwood Wealth Advisors
Virginia
$915K -$23.8K -61 -2%
FAFN
2518
First Affirmative Financial Network
Colorado
$913K -$5.46K -14 -0.6%
DSAM
2519
Dock Street Asset Management
Florida
$913K +$17.9K +46 +2%
RWP
2520
Revolve Wealth Partners
New Jersey
$912K +$55.7K +143 +6%
GA
2521
Goldstein Advisors
Wisconsin
$911K +$66.6K +171 +7%
GFG
2522
Goldstone Financial Group
Illinois
$911K +$274K +704 +40%
HS
2523
Horan Securities
United States
$910K -$35.5K -91 -4%
QWM
2524
Quadcap Wealth Management
Texas
$909K +$114K +292 +13%
HWM
2525
Hemington Wealth Management
Virginia
$909K +$23.4K +60 +2%
99 100
101
102 103