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Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
2301
JBJ Investment Partners
South Carolina
$132K +$125K +2,457 New
LFG
2302
LifePlan Financial Group
Ohio
$130K – – –
APC
2303
Aspire Private Capital
North Carolina
$127K -$1.06K -21 -0.9%
KL
2304
KWMG LLC
Kansas
$126K +$42.3K +833 +55%
CI
2305
CX Institutional
Indiana
$124K -$1.75M -34,450 -94%
FMP
2306
Financial Management Professionals
Texas
$124K – – –
SAS
2307
Stelac Advisory Services
New York
$124K – – –
MSA
2308
Marino Stram & Associates
Massachusetts
$122K +$18K +354 +18%
CWA
2309
Clarus Wealth Advisors
Arizona
$121K -$147K -2,894 -56%
CMO
2310
Covenant Multifamily Offices
Texas
$121K +$114K +2,244 New
TFO
2311
Tarbox Family Office
California
$119K – – –
FGAM
2312
Financial Gravity Asset Management
Texas
$119K +$111K +2,187 New
CM
2313
Castleark Management
Illinois
$118K – – –
PCFFS
2314
Pacific Center for Financial Services
California
$118K – – –
CA
2315
Crewe Advisors
Utah
$117K -$20.3K -400 -15%
DOA
2316
D'Orazio & Associates
Virginia
$115K +$7.1K +140 +7%
CAL
2317
Capital Advisors Ltd
Ohio
$114K +$84.4K +1,664 +240%
LFG
2318
Larson Financial Group
Missouri
$113K +$51 +1 +0%
CFA
2319
Camarda Financial Advisors
Florida
$113K +$45.6K +899 +74%
WCM
2320
WealthBridge Capital Management
Ohio
$112K +$11.6K +229 +10%
CFG
2321
CKW Financial Group
Hawaii
$111K – – –
AIM
2322
Arcadia Investment Management
Michigan
$107K – – –
LYV
2323
Live Your Vision
Pennsylvania
$105K +$10.7K +211 +13%
DWA
2324
Dougherty Wealth Advisers
Minnesota
$104K -$25.4K -500 -21%
QCIG
2325
Quad-Cities Investment Group
Iowa
$104K -$20.2K -398 -17%
91 92
93
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