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Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1926
Beacon Financial Group
Texas
$3.28M -$76.3K -157 -2%
HBT
1927
Heartland Bank & Trust
Illinois
$3.28M +$36.5K +75 +1%
SFG
1928
Synergy Financial Group
California
$3.27M +$122K +251 +4%
T
1929
TOBAM
France
$3.27M -$1.69M -3,483 -35%
KNW
1930
Kesler Norman & Wride
Utah
$3.26M +$687K +1,413 +28%
VCM
1931
Virtue Capital Management
Tennessee
$3.26M -$168K -346 -5%
CH
1932
Cromwell Holdings
Wyoming
$3.26M +$3.14M +6,458 New
IIC
1933
Integrated Investment Consultants
Michigan
$3.24M – – –
GWSG
1934
GPS Wealth Strategies Group
Colorado
$3.24M +$275K +565 +10%
WFC
1935
Western Financial Corp
California
$3.24M -$9.72K -20 -0.3%
CCWM
1936
Cassaday & Co Wealth Management
Virginia
$3.24M +$340K +700 +12%
AO
1937
Advisor OS
Illinois
$3.23M +$175K +361 +6%
CPM
1938
Connective Portfolio Management
New York
$3.23M +$3.11M +6,400 New
ETCM
1939
Evolutionary Tree Capital Management
Virginia
$3.22M +$497K +1,022 +19%
PCTC
1940
Perkins Coie Trust Company
Washington
$3.21M +$1.32M +2,715 +74%
HAG
1941
HF Advisory Group
Maryland
$3.21M +$397K +817 +15%
CA
1942
Crewe Advisors
Utah
$3.2M -$57.4K -118 -2%
EA
1943
Everpar Advisors
Oklahoma
$3.2M +$581K +1,196 +23%
TPA
1944
Trivium Point Advisory
Connecticut
$3.2M +$2.75M +5,659 +825%
PWP
1945
Pursue Wealth Partners
California
$3.2M +$216K +445 +8%
SWS
1946
SYSTM Wealth Solutions
Illinois
$3.19M -$1.02M -2,096 -25%
GCA
1947
Gradient Capital Advisors
California
$3.19M +$97.7K +201 +3%
ACM
1948
AUA Capital Management
Pennsylvania
$3.19M – – –
BWM
1949
Bulltick Wealth Management
Florida
$3.18M +$775K +1,594 +34%
HSA
1950
Hussman Strategic Advisors
Maryland
$3.18M -$1.02M -2,100 -25%
76 77
78
79 80