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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
2526
JFS Wealth Advisors
Pennsylvania
$394K +$3.66K +8 +1%
LCG
2527
Lynx Capital Group
Ohio
$393K – – –
TIA
2528
Tiemann Investment Advisors
California
$393K – – –
SG
2529
Sienna Gestion
France
$393K +$373K +817 New
MWP
2530
Meridian Wealth Partners
Pennsylvania
$392K +$16.5K +36 +5%
AP
2531
Advisors Preferred
Maryland
$391K -$95.5K -209 -20%
QC
2532
Quadrature Capital
United Kingdom
$391K +$371K +811 New
LA
2533
Lakeside Advisors
Washington
$390K – – –
GAG
2534
Goodman Advisory Group
Massachusetts
$390K – – –
ME
2535
McIlrath & Eck
Washington
$389K – – –
MPIA
2536
Mountain Pacific Investment Advisers
Idaho
$388K – – –
NIC
2537
Northwest Investment Counselors
Oregon
$388K – – –
CSWG
2538
Cardinal Strategic Wealth Guidance
Kentucky
$388K -$118K -259 -24%
JCM
2539
Janney Capital Management
Pennsylvania
$387K – – –
CSC
2540
Caldwell Sutter Capital
California
$386K -$50.3K -110 -12%
CFA
2541
Capstone Financial Advisors
Illinois
$386K – – –
HIG
2542
Heritage Investment Group
Florida
$386K +$34.3K +75 +10%
OWM
2543
Orgel Wealth Management
Wisconsin
$386K -$26.5K -58 -7%
HI
2544
Harper Investing
California
$385K +$366K +800 New
AFM
2545
Armstrong Fleming & Moore
District of Columbia
$385K – – –
CC
2546
Constitution Capital
Connecticut
$385K – – –
OMIC
2547
Old Mission Investment Co
Michigan
$385K – – –
SPWG
2548
Sage Private Wealth Group
Illinois
$385K -$22.4K -49 -6%
CF
2549
Convergence Financial
Missouri
$384K +$364K +797 New
IVP
2550
Intrinsic Value Partners
Arizona
$383K -$6.86K -15 -2%
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102
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