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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1176
Convergence Financial
Missouri
$786K +$42.8K +95 +6%
GWP
1177
Gen-Wealth Partners
Michigan
$785K -$26.6K -59 -3%
HSA
1178
HBK Sorce Advisory
Pennsylvania
$785K +$25.2K +56 +3%
ALA
1179
Atlas Legacy Advisors
California
$783K -$154K -343 -17%
CWM
1180
Chesapeake Wealth Management
Virginia
$783K – – –
RAG
1181
RIA Advisory Group
Iowa
$774K +$338K +750 +82%
FB
1182
Fulton Bank
Pennsylvania
$769K +$2.7K +6 +0.4%
LC
1183
LCNB Corp
Ohio
$768K -$9K -20 -1%
AIIMS
1184
Analyst IMS Investment Management Services
Israel
$768K – – –
BWM
1185
Baron Wealth Management
Michigan
$766K +$29.3K +65 +4%
KI
1186
Keystone Investors
Singapore
$758K +$496K +1,101 +209%
TNAM
1187
Terra Nova Asset Management
New York
$757K +$44.6K +99 +6%
IAMOG
1188
Investors Asset Management of Georgia
Georgia
$754K – – –
SA
1189
SRN Advisors
Pennsylvania
$753K -$22.5K -50 -3%
TCM
1190
Teza Capital Management
Illinois
$753K +$728K +1,617 New
SFSG
1191
Sound Financial Strategies Group
Mississippi
$751K -$132K -293 -15%
RMSCM
1192
R.M. Sincerbeaux Capital Management
New York
$745K – – –
FA
1193
FDx Advisors
Illinois
$744K -$23.9K -53 -3%
VCM
1194
Versant Capital Management
Arizona
$741K +$427K +948 +147%
SWM
1195
Shelton Wealth Management
Texas
$734K +$7.2K +16 +1%
APC
1196
Aspire Private Capital
North Carolina
$731K +$51.3K +114 +8%
SL
1197
SFM LLC
New Hampshire
$724K +$140K +312 +25%
UF
1198
Univest Financial
Pennsylvania
$722K -$29.7K -66 -4%
AFA
1199
AA Financial Advisors
Ohio
$722K – – –
JWM
1200
JFG Wealth Management
Colorado
$721K +$44.1K +98 +7%
46 47
48
49 50