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Name Holding Trade Value Shares
Change
Change in
Stake
CFG
3051
CKW Financial Group
Hawaii
$203K
CFD
3052
Creative Financial Designs
Indiana
$203K +$41K +376 +28%
FPC
3053
Falcon Point Capital
California
$203K +$188K +1,721 New
BWM
3054
Brickley Wealth Management
California
$203K +$188K +1,722 New
NF
3055
Nikulski Financial
Iowa
$201K +$186K +1,701 New
KTA
3056
Keeley-Teton Advisors
Illinois
$201K +$186K +1,703 New
Sands Capital Management
3057
Sands Capital Management
Virginia
$201K +$186K +1,704 New
RCS
3058
Retirement Capital Strategies
California
$200K +$185K +1,697 New
SDAM
3059
Shulman DeMeo Asset Management
New York
$200K +$185K +1,697 New
CM
3060
Capital Management
Virginia
$200K +$185K +1,700 New
FIA
3061
FNY Investment Advisers
New York
$191K +$177K +1,622 New
DA
3062
Denali Advisors
California
$189K +$76.4K +700 +78%
CWM
3063
Cranbrook Wealth Management
Michigan
$186K -$4.36K -40 -2%
SIMG
3064
Stephens Investment Management Group
Texas
$184K
GWA
3065
Guidant Wealth Advisors
Illinois
$169K +$145K +1,329 +1,329%
DMK
3066
David M. Knott
$165K
IF
3067
Ironwood Financial
Arizona
$151K
KBFS
3068
Kohmann Bosshard Financial Services
Ohio
$142K
Simplex Trading
3069
Simplex Trading
Illinois
$141K -$436K -4,000 -77%
IOOF
3070
Independent Order of Foresters
Ontario, Canada
$136K -$56.7K -520 -31%
SL
3071
Salomon & Ludwin
Virginia
$133K +$11.2K +103 +10%
CMO
3072
Covenant Multifamily Offices
Texas
$123K +$114K +1,042 New
TIS
3073
Tortoise Index Solutions
Kansas
$123K +$114K +1,043 New
GCM
3074
Grisanti Capital Management
New York
$112K
CRWM
3075
Castle Rock Wealth Management
California
$112K +$1.4M +12,835 New