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Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1651
Clear Harbor Asset Management
Connecticut
$593K – – –
CAN
1652
Claraphi Advisory Network
United States
$593K +$19.1K +95 +3%
TCM
1653
Telos Capital Management
California
$593K +$114K +564 +25%
MWPCG
1654
Measured Wealth Private Client Group
New Hampshire
$592K -$15.1K -75 -3%
WCM
1655
Windsor Capital Management
Arizona
$590K -$12.7K -63 -2%
MIS
1656
Morningstar Investment Services
Illinois
$589K -$50.1K -249 -8%
TFF
1657
The Family Firm
Maryland
$588K -$9.46K -47 -2%
TCB
1658
Texas Capital Bancshares
Texas
$588K – – –
MFG
1659
Merit Financial Group
Georgia
$584K +$135K +670 +31%
NWS
1660
Newport Wealth Strategies
California
$582K -$889K -4,416 -57%
SSP
1661
Sapphire Star Partners
Washington
$580K +$564K +2,800 New
KA
1662
Kaizen Advisory
Illinois
$578K -$1.19M -5,915 -68%
AAM
1663
American Asset Management
Florida
$576K +$6.64K +33 +1%
BI
1664
Ballast Inc
Kentucky
$573K +$128K +637 +30%
SFG
1665
SNS Financial Group
Minnesota
$572K -$10.9K -54 -2%
SFG
1666
StrategIQ Financial Group
Indiana
$571K +$45.5K +226 +9%
CANC
1667
Culbertson A N & Co
Virginia
$570K +$105K +520 +23%
BCFS
1668
Butensky & Cohen Financial Security
Florida
$567K +$86.4K +429 +19%
LWA
1669
Lenox Wealth Advisors
New York
$567K +$245K +1,219 +80%
BCM
1670
Bayesian Capital Management
New York
$567K +$551K +2,739 New
EMB
1671
Elefante Mark B
$563K +$45.3K +225 +9%
EP
1672
Edgestream Partners
New Jersey
$563K +$548K +2,720 New
PWM
1673
Paulson Wealth Management
Illinois
$561K -$39.7K -197 -6%
PLFAM
1674
Pineno Levin & Ford Asset Management
Virginia
$561K -$6.04K -30 -1%
KM
1675
Kalos Management
Georgia
$560K -$164K -817 -23%
65 66
67
68 69