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Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
3076
Tolleson Wealth Management
Texas
$1.22M – – –
PPW
3077
Pasadena Private Wealth
California
$1.22M +$26.7K +127 +2%
NEWAS
3078
N.E.W. Advisory Services
Wisconsin
$1.21M +$5.88K +28 +0.5%
CWA
3079
Clarus Wealth Advisors
Arizona
$1.21M +$29K +138 +2%
KPWG
3080
KFA Private Wealth Group
Virginia
$1.2M +$176K +840 +17%
CAIMH
3081
Central Asset Investments & Management Holdings
Hong Kong
$1.2M -$4.91M -23,366 -80%
CNBT
3082
Cornerstone National Bank & Trust
Illinois
$1.2M -$249M -1,184,005 -100%
KCMH
3083
Keywise Capital Management (HK)
Hong Kong
$1.2M -$582K -2,770 -33%
CCM
3084
Check Capital Management
California
$1.2M -$57.8K -275 -5%
GCMG
3085
Gyroscope Capital Management Group
Florida
$1.19M +$1.19M +5,665 New
SCP
3086
Syntal Capital Partners
Texas
$1.19M +$96K +457 +9%
OEP
3087
Ocean Endowment Partners
Illinois
$1.18M -$57.3K -273 -4%
SIS
3088
Sound Income Strategies
Florida
$1.18M +$62K +295 +6%
BWM
3089
BCS Wealth Management
Tennessee
$1.18M +$230K +1,096 +24%
WIC
3090
Wilkins Investment Counsel
Massachusetts
$1.17M -$5.25K -25 -0.4%
PFA
3091
Professional Financial Advisors
Nebraska
$1.17M -$120K -569 -9%
PA
3092
Parkside Advisors
California
$1.17M -$21.6K -103 -2%
WIC
3093
WealthBridge Investment Counsel
Alberta, Canada
$1.17M +$191K +910 +20%
AF
3094
Apexium Financial
Texas
$1.16M +$65.7K +313 +6%
VFPI
3095
Vantage Financial Partners (Illinois)
Illinois
$1.16M +$84K +400 +8%
AAP
3096
Ardsley Advisory Partners
Connecticut
$1.16M -$26.4M -125,550 -96%
CFN
3097
Cordasco Financial Network
Florida
$1.15M +$29.2K +139 +3%
RWM
3098
Raffa Wealth Management
District of Columbia
$1.15M -$8.61K -41 -0.7%
SWM
3099
Sugarloaf Wealth Management
Georgia
$1.15M -$295K -1,405 -20%
LSC
3100
Lyon Street Capital
California
$1.14M +$47.5K +226 +4%
122 123
124
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