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Name Holding Trade Value Shares
Change 		Change in
Stake
CS
2051
Crescent Sterling
Louisiana
$573K -$24.2K -391 -4%
LWM
2052
Lodestone Wealth Management
Washington
$570K -$2.35K -38 -0.4%
GWM
2053
GDS Wealth Management
Texas
$570K -$33.2K -537 -6%
DPIM
2054
Duff & Phelps Investment Management
Illinois
$568K -$2.23M -35,964 -80%
IRC
2055
Investors Research Corp
Georgia
$568K – – –
SA
2056
Strategic Advocates
Utah
$566K -$448K -7,242 -45%
ICP
2057
Interchange Capital Partners
Pennsylvania
$566K +$205K +3,310 +59%
AFAS
2058
Acorn Financial Advisory Services
Virginia
$566K +$12.9K +208 +2%
RDWM
2059
Red Door Wealth Management
Tennessee
$565K -$3.47K -56 -0.6%
EWM
2060
Evermay Wealth Management
Virginia
$565K +$19.2K +310 +4%
MWM
2061
Mattern Wealth Management
Kansas
$565K +$99K +1,600 +22%
TCWA
2062
Turtle Creek Wealth Advisors
Texas
$564K +$98.3K +1,588 +22%
AA
2063
Addison Advisors
Vermont
$563K +$34.1K +551 +7%
MWA
2064
Monograph Wealth Advisors
California
$561K -$210K -3,400 -28%
LFG
2065
Lazard Frères Gestion
France
$560K – – –
KFA
2066
Kelleher Financial Advisors
New York
$559K -$199K -3,210 -27%
CC
2067
Cornerstone Capital
California
$558K +$7.68K +124 +1%
HGERS
2068
Householder Group Estate & Retirement Specialist
Arizona
$557K +$75K +1,212 +16%
CWS
2069
Cypress Wealth Services
California
$557K +$4.95K +80 +0.9%
CS
2070
Capital Square
Tennessee
$555K +$2.35K +38 +0.4%
CPP
2071
Capasso Planning Partners
South Carolina
$555K -$24.1K -389 -4%
RRA
2072
Round Rock Advisors
Connecticut
$554K -$4.95K -80 -0.9%
SWMG
2073
Sard Wealth Management Group
Georgia
$554K +$3.65K +59 +0.7%
FCM
2074
Firestone Capital Management
Florida
$554K +$62 +1 +0%
CFM
2075
Catalyst Funds Management
Australia
$554K +$539K +8,700 New
81 82
83
84 85