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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2851
Creekside Partners
California
$574K -$3.28K -9 -0.6%
SCM
2852
Stonehearth Capital Management
Massachusetts
$574K – – –
CIS
2853
Connors Investor Services
Pennsylvania
$573K – – –
PD
2854
Planning Directions
Pennsylvania
$572K -$171K -468 -25%
IWA
2855
IVC Wealth Advisors
Pennsylvania
$571K -$16.4K -45 -3%
BLC
2856
Brown, Lisle/Cummings
Rhode Island
$571K – – –
LSA
2857
Lion Street Advisors
Texas
$570K +$6.57K +18 +1%
SFP
2858
Sandbox Financial Partners
Maryland
$569K -$12.4K -34 -2%
CFG
2859
Clayton Financial Group
Missouri
$569K +$188K +516 +58%
FRM
2860
Fox Run Management
Connecticut
$568K +$512K +1,403 New
SFS
2861
Strategic Financial Services
New York
$568K – – –
DFG
2862
Demars Financial Group
Washington
$568K -$8.75K -24 -2%
KIM
2863
Karpus Investment Management
New York
$567K – – –
EDRIA
2864
Edmonds Duncan Registered Investment Advisors
Kansas
$566K +$2.19K +6 +0.4%
GFG
2865
Goldstone Financial Group
Illinois
$566K +$87.5K +240 +21%
DIP
2866
Davis Investment Partners
North Carolina
$566K – – –
WRPWM
2867
Werba Rubin Papier Wealth Management
California
$566K +$73.3K +201 +17%
SM
2868
Sweeney & Michel
California
$564K +$102K +281 +26%
OFW
2869
Omnia Family Wealth
Florida
$563K +$60.5K +166 +14%
SIA
2870
Sage Investment Advisers
New York
$562K +$44.9K +123 +10%
HA
2871
HC Advisors
Georgia
$562K – – –
CWA
2872
Clarity Wealth Advisors
California
$561K +$24.1K +66 +5%
MC
2873
Marest Capital
California
$557K +$2.92K +8 +0.6%
JHCP
2874
Jackson Hole Capital Partners
Oklahoma
$557K -$4.01K -11 -0.8%
UWPG
2875
Ullmann Wealth Partners Group
Florida
$556K +$51.8K +142 +12%
113 114
115
116 117