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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2176
Clearwater Capital Advisors
Illinois
$461K – – –
FFA
2177
Fragasso Financial Advisors
Pennsylvania
$460K -$12.6K -55 -3%
DA
2178
Detalus Advisors
Missouri
$459K – – –
PWM
2179
PRW Wealth Management
Massachusetts
$457K +$109K +476 +35%
CFA
2180
Camarda Financial Advisors
Florida
$455K -$229K -1,002 -36%
EWF
2181
Epstein & White Financial
California
$454K -$6.41K -28 -2%
PWM
2182
Paulson Wealth Management
Illinois
$454K +$97.3K +425 +31%
CWA
2183
Carolina Wealth Advisors
South Carolina
$454K +$415K +1,812 New
CAG
2184
Curtis Advisory Group
California
$453K – – –
CIS
2185
Capital International Sarl
California
$453K +$123K +537 +42%
LWM
2186
Liberty Wealth Management
California
$452K +$32.3K +141 +8%
AIM
2187
Axiom Investment Management
New York
$451K -$964K -4,211 -70%
KIM
2188
Karpus Investment Management
New York
$451K – – –
PAS
2189
Professional Advisory Services
Florida
$451K – – –
FC
2190
Financial Consulate
Maryland
$451K +$47.4K +207 +13%
FP
2191
Financial Perspectives
Minnesota
$449K – – –
IA
2192
Independence Advisors
Pennsylvania
$448K -$3.21K -14 -0.8%
SAM
2193
Summit Asset Management
Tennessee
$446K -$50.4K -220 -11%
SF
2194
Symphony Financial
Texas
$446K -$1.15K -5 -0.3%
SGI
2195
Summit Global Investments
Utah
$446K +$35.5K +155 +10%
SCM
2196
Smith Capital Management
Arkansas
$445K – – –
MCCP
2197
Mission Creek Capital Partners
California
$445K +$25.4K +111 +7%
HB
2198
Horizon Bancorp
Indiana
$444K -$128K -558 -24%
SCA
2199
Sippican Capital Advisors
Massachusetts
$443K -$50.4K -220 -11%
MFW
2200
Mosaic Family Wealth
Missouri
$443K +$2.29K +10 +0.6%
86 87
88
89 90