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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2151
Fairscale Capital
New Hampshire
$569K – – –
CSPAM
2152
Cary Street Partners Asset Management
Virginia
$569K +$24.3K +355 +5%
OL
2153
Optas LLC
Texas
$569K +$33.7K +492 +7%
SA
2154
Strategic Advocates
Utah
$567K -$68.9K -1,006 -11%
OHIS
2155
Oak Harvest Investment Services
Texas
$567K -$26.7K -390 -5%
CPA
2156
Cardiff Park Advisors
California
$565K +$342 +5 +0.1%
SFC
2157
SYM Financial Corp
Indiana
$565K +$75.7K +1,105 +16%
HC
2158
Hamilton Capital
Ohio
$564K +$34K +496 +6%
CRI
2159
Colonial River Investments
Virginia
$564K -$317K -4,636 -37%
BCG
2160
Breakwater Capital Group
New Jersey
$564K +$8.97K +131 +2%
PBO
2161
Peoples Bank (Ohio)
Ohio
$563K -$28.6K -418 -5%
TC
2162
Trust Company
Kansas
$561K -$141K -2,054 -21%
TNA
2163
True North Advisors
Texas
$560K -$5.89K -86 -1%
RA
2164
Rise Advisors
New York
$558K +$14.7K +214 +3%
OCM
2165
One Capital Management
California
$556K +$11.5K +168 +2%
FC
2166
Forte Capital
New York
$555K -$53.8K -785 -9%
RCA
2167
Ranch Capital Advisors
Florida
$554K +$411 +6 +0.1%
CFA
2168
CWS Financial Advisors
Michigan
$553K +$48.3K +706 +10%
SCP
2169
Sivia Capital Partners
California
$552K +$20.1K +293 +4%
KFA
2170
Kapstone Financial Advisors
Ohio
$552K – – –
LTI
2171
Laffer Tengler Investments
Tennessee
$550K +$68 +1 +0%
GFPC
2172
Global Financial Private Client
Florida
$550K +$42.1K +615 +9%
MSCM
2173
McElhenny Sheffield Capital Management
Texas
$549K -$7.67K -112 -1%
JFGIW
2174
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$548K +$57.7K +842 +13%
CWAG
2175
Compton Wealth Advisory Group
Virginia
$546K +$274 +4 +0.1%
85 86
87
88 89