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Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
2076
Peterson Wealth Advisors
Utah
$203K -$46.8K -166 -19%
TIP
2077
Torray Investment Partners
Maryland
$203K +$194K +687 New
CSPIA
2078
Cary Street Partners Investment Advisory
Virginia
$203K +$194K +688 New
BCM
2079
BTR Capital Management
California
$202K +$193K +683 New
CFD
2080
Creative Financial Designs
Indiana
$201K +$135K +480 +241%
WFA
2081
Wellspring Financial Advisors
Ohio
$201K +$192K +681 New
KFI
2082
Key Financial Inc
Pennsylvania
$200K – – –
MCM
2083
MV Capital Management
Maryland
$199K – – –
PWMG
2084
Prestige Wealth Management Group
New Jersey
$196K -$664K -2,356 -78%
WCG
2085
Weaver Consulting Group
California
$194K +$8.46K +30 +5%
HWA
2086
HHM Wealth Advisors
Tennessee
$191K – – –
LWA
2087
Lenox Wealth Advisors
New York
$187K -$38.1K -135 -18%
HB
2088
Horizon Bancorp
Indiana
$187K -$5.08K -18 -3%
AIM
2089
Acropolis Investment Management
Missouri
$186K -$9.3K -33 -5%
WB
2090
West Bancorporation
Iowa
$185K -$78.4K -278 -31%
KPCM
2091
Kings Point Capital Management
New York
$183K -$11.6K -41 -6%
RIM
2092
Rockbridge Investment Management
New York
$179K +$171K +606 New
TPWA
2093
TRUE Private Wealth Advisors
Oregon
$174K +$29.6K +105 +22%
FNBOSM
2094
First National Bank of South Miami
Florida
$171K +$1.13K +4 +0.7%
LAM
2095
Lountzis Asset Management
Pennsylvania
$167K +$159K +565 New
SQA
2096
Simon Quick Advisors
New Jersey
$166K +$44.3K +157 +39%
PGAM
2097
Princeton Global Asset Management
New Jersey
$162K – – –
SLF
2098
Sun Life Financial
Ontario, Canada
$156K +$6.77K +24 +5%
MF
2099
Manchester Financial
California
$155K – – –
M
2100
MOTCO
Texas
$151K -$13.8K -49 -9%
82 83
84
85 86