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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1501
Stiles Financial Services
Minnesota
$241K -$25.2K -64 -10%
AC
1502
Asio Capital
Kentucky
$241K – – –
CSPAM
1503
Cary Street Partners Asset Management
Virginia
$240K – – –
FIC
1504
FCG Investment Company
Tennessee
$239K +$230K +582 New
SLWA
1505
San Luis Wealth Advisors
California
$239K -$69.4K -176 -23%
PE
1506
Point72 Europe
United Kingdom
$239K +$229K +581 New
WBC
1507
West Branch Capital
Massachusetts
$237K +$37.5K +95 +20%
BAM
1508
BOS Asset Management
Illinois
$237K – – –
PK
1509
Pflug Koory
Nebraska
$236K – – –
CL
1510
CIM LLC
New York
$234K -$23.3K -59 -10%
SIM
1511
SSI Investment Management
California
$233K +$235K +595 New
RIA
1512
Realta Investment Advisors
Delaware
$232K +$223K +566 New
FAM
1513
Family Asset Management
South Carolina
$232K – – –
NAS
1514
Nicolet Advisory Services
Wisconsin
$232K +$5.13K +13 +2%
XS
1515
XR Securities
Illinois
$232K -$48.1K -122 -18%
SAI
1516
Systematic Alpha Investments
New Jersey
$232K – – –
HCM
1517
HMS Capital Management
Tennessee
$231K -$119K -303 -35%
TWM
1518
Tradition Wealth Management
Minnesota
$231K -$3.94K -10 -2%
LAM
1519
Lakewood Asset Management
Illinois
$231K – – –
WWS
1520
Wellington Wealth Strategies
Indiana
$231K +$222K +562 New
NSG
1521
Nalls Sherbakoff Group
Tennessee
$228K +$219K +556 New
WTFG
1522
Wells Trecaso Financial Group
Ohio
$228K -$394 -1 -0.2%
SIC
1523
Sterling Investment Counsel
New York
$228K +$218K +554 New
CFG
1524
Cooper Financial Group
California
$227K +$218K +554 New
NEWAS
1525
N.E.W. Advisory Services
Wisconsin
$227K – – –
59 60
61
62 63