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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
2626
New World Advisors
Massachusetts
$628K -$162K -524 -22%
MCM
2627
Marathon Capital Management
Maryland
$627K -$15.5K -50 -3%
OIA
2628
Optimum Investment Advisors
Illinois
$625K – – –
IF
2629
Intrua Financial
Texas
$625K -$42.1K -136 -7%
GC
2630
Garde Capital
Washington
$624K -$807K -2,605 -59%
PAS
2631
Professional Advisory Services
Florida
$624K – – –
CG
2632
Clifford Group
Massachusetts
$623K +$7.74K +25 +1%
IIM
2633
InTrack Investment Management
Vermont
$623K -$34.7K -112 -6%
WAG
2634
Wallace Advisory Group
California
$623K -$43.7K -141 -6%
RG
2635
Renaissance Group
Kentucky
$623K -$1.24K -4 -0.2%
PCH
2636
PGIM Custom Harvest
New Jersey
$621K +$38.7K +125 +8%
PWS
2637
Paragon Wealth Strategies
Florida
$620K -$2.79K -9 -0.5%
IGWM
2638
ICA Group Wealth Management
Colorado
$620K +$5.26K +17 +1%
GAM
2639
Grandview Asset Management
Pennsylvania
$620K -$27.6K -89 -5%
KFA
2640
Kapstone Financial Advisors
Ohio
$620K -$4.96K -16 -0.9%
AG
2641
Algert Global
California
$619K +$302K +976 +120%
SCM
2642
Sage Capital Management
New Jersey
$619K +$553K +1,786 New
MCA
2643
MSH Capital Advisors
Arizona
$619K -$43.4K -140 -7%
VBWMG
2644
Von Berge Wealth Management Group
California
$619K +$10.2K +33 +2%
SHFA
2645
Sherrill & Hutchins Financial Advisory
Georgia
$618K +$553K +1,785 New
RWMH
2646
Riverpoint Wealth Management Holdings
Illinois
$618K -$4.34K -14 -0.8%
DFA
2647
Delta Financial Advisors
Louisiana
$618K -$150K -484 -21%
PVM
2648
Palogic Value Management
Texas
$618K +$66K +213 +14%
DAC
2649
Dividend Assets Capital
South Carolina
$617K -$10.8K -35 -2%
AA
2650
AJ Advisors
Tennessee
$615K +$234K +757 +74%
104 105
106
107 108