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Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
2251
SFMG Wealth Advisors
Texas
$417K +$41.9K +703 +12%
MIP
2252
Marietta Investment Partners
Wisconsin
$416K – – –
MSA
2253
Marino Stram & Associates
Massachusetts
$416K +$834 +14 +0.2%
BWM
2254
Baystate Wealth Management
Massachusetts
$416K +$51.8K +869 +15%
CF
2255
Corrigan Financial
Rhode Island
$415K -$6.02K -101 -2%
AA
2256
Alesco Advisors
New York
$414K – – –
CAC
2257
Certified Advisory Corp
Florida
$414K +$386K +6,469 New
CBB
2258
Citizens Business Bank
California
$413K -$264K -4,428 -41%
SWM
2259
Soundmark Wealth Management
Washington
$412K -$73.9K -1,240 -16%
RG
2260
Retirement Group
California
$410K -$6.08K -102 -2%
ACP
2261
Aveo Capital Partners
Colorado
$409K +$381K +6,397 New
JCM
2262
Janney Capital Management
Pennsylvania
$408K -$22.3K -375 -6%
WAM
2263
WNY Asset Management
New York
$408K +$9.06K +152 +2%
SC
2264
Sierra Capital
Florida
$407K +$379K +6,363 New
SCA
2265
St. Clair Advisors
Ohio
$403K – – –
B
2266
Bridgeworth
Alabama
$403K +$18.5K +311 +5%
CSA
2267
Cottage Street Advisors
Massachusetts
$402K +$375K +6,289 New
TFA
2268
Trinity Financial Advisors
Ohio
$401K – – –
FAT
2269
First American Trust
California
$401K +$80.3K +1,348 +27%
ACS
2270
Archford Capital Strategies
Illinois
$400K -$52.7K -885 -13%
PAG
2271
Private Advisory Group
Washington
$400K -$15.3K -256 -4%
TWM
2272
Tradition Wealth Management
Minnesota
$399K +$7.63K +128 +2%
CM
2273
Capula Management
Cayman Islands
$399K +$20.1K +337 +13%
CFN
2274
Cordasco Financial Network
Florida
$397K – – –
SFO
2275
Standard Family Office
South Dakota
$397K – – –
89 90
91
92 93