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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
2526
Sippican Capital Advisors
Massachusetts
$382K – – –
FA
2527
Fiducient Advisors
Illinois
$382K – – –
PCI
2528
Planning Center Inc
Illinois
$381K -$83.1K -1,167 -18%
CSPIA
2529
Cary Street Partners Investment Advisory
Virginia
$381K +$41.1K +577 +12%
LBC
2530
Leigh Baldwin & Co
New York
$380K +$33.5K +470 +10%
WMA
2531
Wealth Management Associates
New Jersey
$380K -$40.8K -573 -10%
JWM
2532
JFG Wealth Management
Colorado
$379K – – –
CAS
2533
CTC Alternative Strategies
Illinois
$379K -$556K -7,810 -59%
AP
2534
Aspect Partners
Virginia
$377K +$12.2K +171 +3%
FAG
2535
Fortitude Advisory Group
Washington
$377K +$570 +8 +0.2%
MC
2536
Middleton & Co
Massachusetts
$377K -$185K -2,600 -33%
RCM
2537
Requisite Capital Management
Texas
$377K +$10.1K +142 +3%
FPCP
2538
Fort Point Capital Partners
California
$376K -$13.2K -185 -3%
APC
2539
Asset Planning Corporation
Tennessee
$375K -$59.3K -833 -14%
KWM
2540
KFG Wealth Management
Indiana
$374K +$79.5K +1,116 +27%
VI
2541
Versor Investments
New York
$374K -$211K -2,964 -36%
CPA
2542
Capital Performance Advisors
California
$374K -$128K -1,794 -25%
THL
2543
Tillman Hartley LLC
Colorado
$374K +$7.12K +100 +2%
MCCA
2544
Mill Creek Capital Advisors
Pennsylvania
$374K – – –
MIM
2545
Miller Investment Management
Pennsylvania
$373K – – –
TSWM
2546
Tyler-Stone Wealth Management
Ohio
$373K +$1.35K +19 +0.4%
BCM
2547
Becker Capital Management
Oregon
$373K -$4.42K -62 -1%
AP
2548
Advisors Preferred
Maryland
$372K -$362K -5,083 -49%
TA
2549
TrueWealth Advisors
Alabama
$371K +$71 +1 +0%
JF
2550
Joule Financial
Kentucky
$370K +$712 +10 +0.2%
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102
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