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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2101
Conservest Capital Advisors
Pennsylvania
$361K +$60.6K +1,400 +17%
PGWM
2102
Parisi Gray Wealth Management
New Jersey
$360K -$9.13K -211 -2%
MFP
2103
Meridian Financial Partners
Virginia
$360K +$387K +8,956 New
WCA
2104
Westover Capital Advisors
Delaware
$359K -$2.16K -50 -0.5%
HCP
2105
Hexagon Capital Partners
Arkansas
$359K +$91K +2,104 +28%
AI
2106
Aperture Investors
New York
$359K +$415K +9,600 New
CWA
2107
Clarity Wealth Advisors
California
$358K -$8.65K -200 -2%
LAM
2108
Lingohr Asset Management
Germany
$358K – – –
ECM
2109
Ensemble Capital Management
California
$357K – – –
FFA
2110
Fragasso Financial Advisors
Pennsylvania
$357K +$2.08K +48 +0.5%
WMG
2111
WESCAP Management Group
California
$355K – – –
B
2112
Brightworth
Georgia
$355K +$1.6K +37 +0.4%
SXL
2113
Summit X LLC
Missouri
$354K +$3.03K +70 +0.7%
WF
2114
WoodTrust Financial
Wisconsin
$354K +$409K +9,456 New
RPWA
2115
Regent Peak Wealth Advisors
Georgia
$353K -$62.2K -1,438 -13%
SRC
2116
Sage Rhino Capital
California
$353K -$34.4K -796 -8%
DCM
2117
DGS Capital Management
New Jersey
$353K +$43K +993 +12%
CAL
2118
Capital Analysts LLC
Pennsylvania
$353K +$47.7K +1,102 +13%
CC
2119
Claybrook Capital
Massachusetts
$352K – – –
OSNBOA
2120
Old Second National Bank of Aurora
Illinois
$352K – – –
SCM
2121
Silvant Capital Management
Georgia
$352K – – –
SW
2122
SkyOak Wealth
Michigan
$352K +$108K +2,500 +36%
AAM
2123
Autus Asset Management
Arizona
$351K +$12.9K +299 +3%
FHC
2124
First Heartland Consultants
Missouri
$351K +$16.1K +372 +4%
TP
2125
Tranquility Partners
Tennessee
$350K +$54.1K +1,250 +15%
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85
86 87