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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1851
Cornerstone Financial Partners
North Carolina
$424K +$402K +9,223 New
HA
1852
Harfst & Associates
Wyoming
$423K +$7.07K +162 +2%
GCA
1853
Gradient Capital Advisors
California
$423K +$400K +9,166 New
AA
1854
Altman Advisors
Illinois
$420K +$397K +9,100 New
FDCC
1855
Foster Dykema Cabot & Co
Massachusetts
$419K +$68.7K +1,574 +21%
SWMG
1856
Signature Wealth Management Group
Georgia
$419K +$396K +9,075 New
CCA
1857
Conservest Capital Advisors
Pennsylvania
$418K +$14.2K +326 +4%
KLWA
1858
Kelly Lawrence W & Associates
California
$418K +$21.8K +500 +6%
MPPLM
1859
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$418K +$395K +9,062 New
CAG
1860
Crestwood Advisors Group
Massachusetts
$417K +$394K +9,033 New
FM
1861
Family Management
New York
$415K -$4.07M -93,230 -91%
MCM
1862
MV Capital Management
Maryland
$415K -$5.15K -118 -1%
SFG
1863
Sather Financial Group
Texas
$415K – – –
BI
1864
Ballast Inc
Kentucky
$415K +$393K +9,001 New
SMM
1865
Stadion Money Management
Georgia
$414K -$233K -5,339 -37%
JA
1866
JOYN Advisors
Georgia
$414K +$391K +8,963 New
OAM
1867
Oberweis Asset Management
Illinois
$413K -$25.8K -592 -6%
DWM
1868
Dynasty Wealth Management
Florida
$411K +$388K +8,900 New
FHC
1869
First Heartland Consultants
Missouri
$410K -$1.06M -24,181 -73%
WIA
1870
Westbourne Investment Advisors
Maryland
$409K +$34.9K +800 +10%
AWA
1871
Acorn Wealth Advisors
Michigan
$409K +$405K +9,280 New
KWM
1872
Kingsview Wealth Management
Oregon
$408K +$16.2K +372 +4%
BFM
1873
Boothbay Fund Management
New York
$407K +$385K +8,818 New
MSFP
1874
Mark Sheptoff Financial Planning
Connecticut
$406K – – –
SWA
1875
SFMG Wealth Advisors
Texas
$406K +$24.4K +558 +7%
73 74
75
76 77