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Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
2251
Sound Financial Strategies Group
Mississippi
$674K +$22.3K +68 +3%
SAM
2252
Stansberry Asset Management
Texas
$672K +$75.5K +230 +13%
IRC
2253
Investors Research Corp
Georgia
$671K – – –
DWM
2254
Defined Wealth Management
Oregon
$671K +$4.27K +13 +0.6%
SFI
2255
SPC Financial Inc
Maryland
$671K +$41.7K +127 +7%
CMANY
2256
Capital Management Associates (New York)
New York
$670K – – –
MKC
2257
M. Kraus & Co
Vermont
$670K +$985 +3 +0.1%
FA
2258
Financial Advisors
Massachusetts
$669K – – –
AA
2259
Apriem Advisors
California
$669K +$47.3K +144 +8%
BP
2260
Broadleaf Partners
Ohio
$668K -$45K -137 -6%
BFWA
2261
Benchmark Financial Wealth Advisors
Florida
$668K -$39.4K -120 -6%
CAM
2262
Claret Asset Management
Quebec, Canada
$668K +$19K +58 +3%
RWRC
2263
R.W. Roge & Company
New York
$667K – – –
SL
2264
Stevard LLC
Illinois
$667K +$10.5K +32 +2%
ACP
2265
Arcus Capital Partners
Georgia
$666K +$5.25K +16 +0.8%
AI
2266
AXS Investments
New York
$666K +$66.3K +202 +11%
CAS
2267
Cascadia Advisory Services
Oregon
$665K -$7.55K -23 -1%
HR
2268
Howe & Rusling
New York
$663K +$2.3K +7 +0.3%
TI
2269
Truepoint Inc
Ohio
$663K +$36.1K +110 +6%
FSC
2270
Full Sail Capital
Oklahoma
$661K – – –
GLLW
2271
Graves Light Lenhart Wealth
Virginia
$661K +$985 +3 +0.1%
PFBT
2272
Parkside Financial Bank & Trust
Missouri
$660K -$121K -370 -16%
MPW
2273
Monterey Private Wealth
California
$656K +$657 +2 +0.1%
OIA
2274
Optimum Investment Advisors
Illinois
$655K -$169K -515 -21%
ACA
2275
Affinity Capital Advisors
California
$648K -$328 -1 -0.1%
89 90
91
92 93