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Name Holding Trade Value Shares
Change 		Change in
Stake
AMCA
2126
Arthur M. Cohen & Associates
Illinois
$420K – – –
JIP
2127
Jaffetilchin Investment Partners
Florida
$419K -$412K -8,433 -50%
SW
2128
SkyOak Wealth
Michigan
$417K -$92.9K -1,902 -19%
HPIA
2129
Hamilton Point Investment Advisors
North Carolina
$417K -$7.33K -150 -2%
CAGAS
2130
Capital Advisory Group Advisory Services
Minnesota
$416K +$4.44K +91 +1%
LC
2131
Landaas & Company
Wisconsin
$415K – – –
AF
2132
AtlasMark Financial
Texas
$415K -$1.07K -22 -0.3%
IWS
2133
Insight Wealth Strategies
California
$413K -$78.8K -1,614 -16%
ME
2134
McIlrath & Eck
Washington
$412K +$28.3K +579 +8%
OFG
2135
Oxford Financial Group
Indiana
$411K – – –
MFG
2136
Merit Financial Group
Georgia
$410K -$27.8K -569 -6%
HWA
2137
HHM Wealth Advisors
Tennessee
$410K +$34.7K +710 +9%
CWP
2138
Concord Wealth Partners
Virginia
$410K +$402K +8,230 New
GIM
2139
Grassi Investment Management
California
$409K -$5.18M -106,114 -93%
PCM
2140
Pinz Capital Management
New York
$409K +$400K +8,200 New
QC
2141
QCM Cayman
Texas
$409K +$401K +8,216 New
ZB
2142
Zions Bancorporation
Utah
$404K -$134K -2,749 -25%
BA
2143
Ballast Advisors
Minnesota
$404K +$13.4K +275 +4%
MA
2144
MCF Advisors
Kentucky
$403K -$51.1K -1,047 -11%
DACG
2145
Donor Advised Charitable Giving
California
$401K -$977 -20 -0.2%
PCP
2146
Proficio Capital Partners
Massachusetts
$400K -$25.6K -524 -6%
CWP
2147
Capital Wealth Planning
Florida
$400K +$345K +7,065 New
PP
2148
Patron Partners
Texas
$400K +$392K +8,034 New
AAM
2149
AMI Asset Management
California
$399K – – –
DLG
2150
Daniel L. Goodwin
$398K – – –
84 85
86
87 88