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Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1476
Crestwood Advisors Group
Massachusetts
$595K -$16.2K -347 -3%
GG
1477
Greenwood Gearhart
Arkansas
$595K +$47.7K +1,020 +9%
FFN
1478
Focus Financial Network
Minnesota
$595K +$589K +12,584 New
AQA
1479
Alpha Quant Advisors
Texas
$587K -$254K -5,426 -30%
WAP
1480
Wealthcare Advisory Partners
Pennsylvania
$586K -$9.49K -203 -2%
SGI
1481
Summit Global Investments
Utah
$584K -$237K -5,070 -29%
AFA
1482
American Financial Advisors
Georgia
$582K -$32.7K -700 -5%
BCM
1483
Baltimore Capital Management
Maryland
$582K +$581K +12,421 New
VFPI
1484
Vantage Financial Partners (Illinois)
Illinois
$582K +$28.1K +600 +5%
VWA
1485
V Wealth Advisors
Kansas
$581K +$95.3K +2,037 +20%
BFC
1486
Bedel Financial Consulting
Indiana
$580K +$10.7K +229 +2%
SPL
1487
Smart Portfolios LLC
Washington
$579K +$539K +11,516 +1,378%
AF
1488
Alerus Financial
North Dakota
$577K -$21.8K -466 -4%
LSAG
1489
Lake Street Advisors Group
New Hampshire
$577K +$25.3K +540 +5%
KPW
1490
Kore Private Wealth
New York
$576K +$124K +2,655 +28%
CAW
1491
Cornerstone Advisors (Washington)
Washington
$575K -$95.1K -2,034 -14%
MC
1492
Montag & Caldwell
Georgia
$575K – – –
WP
1493
WealthSource Partners
California
$575K +$80K +1,711 +16%
GIA
1494
GHP Investment Advisors
Colorado
$574K -$35.9K -768 -6%
S
1495
SimplyRich
California
$574K – – –
HFM
1496
Harvest Fund Management
China
$573K -$207K -4,417 -27%
KLWA
1497
Kelly Lawrence W & Associates
California
$573K – – –
PFGIA
1498
Patriot Financial Group Insurance Agency
Massachusetts
$572K +$28.7K +614 +5%
APC
1499
Aspire Private Capital
North Carolina
$571K -$84.2K -1,801 -13%
HBT
1500
Hills Bank & Trust
Iowa
$571K +$59.6K +1,274 +12%
58 59
60
61 62