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Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1951
Lindbrook Capital
California
$627K -$12.1K -206 -2%
IIM
1952
Ironwood Investment Management
Massachusetts
$626K – – –
BTWM
1953
Baker Tilly Wealth Management
Wisconsin
$625K +$23.7K +404 +4%
BCA
1954
Berman Capital Advisors
Georgia
$624K +$21K +358 +3%
JF
1955
Jump Financial
Illinois
$620K -$1.15M -19,644 -64%
WAAG
1956
Wealth Alliance Advisory Group
Kansas
$620K -$139K -2,362 -18%
GA
1957
Geller Advisors
New York
$619K -$1.94K -33 -0.3%
BIC
1958
Beach Investment Counsel
Pennsylvania
$618K – – –
CCM
1959
Cribstone Capital Management
Maine
$618K +$38.2K +651 +6%
BL
1960
BFSG LLC
California
$617K -$50.9K -867 -7%
CCM
1961
Crew Capital Management
Ohio
$615K -$5.87K -100 -0.9%
WCAMG
1962
Woodard & Company Asset Management Group
North Carolina
$615K +$11.2K +191 +2%
FAN
1963
Financial Advisors Network
California
$614K +$1.17K +20 +0.2%
CL
1964
CSS LLC
Illinois
$613K +$36.4K +620 +6%
OL
1965
Optas LLC
Texas
$612K +$43.6K +742 +7%
BFO
1966
Biltmore Family Office
North Carolina
$611K +$587 +10 +0.1%
CAMG
1967
CWA Asset Management Group
Florida
$604K -$103K -1,751 -14%
CDIA
1968
Capital Directions Investment Advisors
Georgia
$604K +$631K +10,752 New
CRI
1969
Colonial River Investments
Virginia
$603K +$4.46K +76 +0.7%
KF
1970
Krilogy Financial
Missouri
$603K +$23K +392 +4%
IIC
1971
Integrated Investment Consultants
Michigan
$603K +$40.4K +688 +7%
STA
1972
Summit Trail Advisors
New York
$601K +$69.6K +1,185 +12%
PCM
1973
Perritt Capital Management
Illinois
$599K – – –
CPSAC
1974
Chas P. Smith & Associates (CPS)
Florida
$599K +$52.2K +890 +9%
LCM
1975
LCM Capital Management
Illinois
$598K -$36.7K -625 -6%
77 78
79
80 81