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Name Holding Trade Value Shares
Change 		Change in
Stake
ML
3176
McAdam LLC
Pennsylvania
$910K +$117K +559 +15%
RI
3177
Ridgewood Investments
New Jersey
$905K +$86.7K +413 +11%
CI
3178
CAZ Investments
Texas
$904K -$1.85M -8,800 -67%
ACA
3179
Ackerman Capital Advisors
Texas
$903K – – –
FSG
3180
Financial Strategies Group
Michigan
$895K +$38.2K +182 +4%
APC
3181
Aspire Private Capital
North Carolina
$894K +$650K +3,096 +268%
PCA
3182
Private Capital Advisors
Connecticut
$892K +$10.9K +52 +1%
WCM
3183
Windsor Capital Management
Arizona
$891K -$24.4K -116 -3%
BWA
3184
Beam Wealth Advisors
Louisiana
$887K -$38.4K -183 -4%
QCMC
3185
Quantum Capital Management (California)
California
$881K -$66K -314 -7%
CWM
3186
Centric Wealth Management
Illinois
$877K +$9.24K +44 +0.7%
SVI
3187
Strategic Vision Investment
Hong Kong
$875K -$2M -9,500 -70%
CAM
3188
Crestone Asset Management
Colorado
$874K -$24.8K -118 -3%
NWM
3189
Northwest Wealth Management
Iowa
$874K +$10.5K +50 +1%
EMFAT
3190
Emerald Mutual Fund Advisers Trust
Pennsylvania
$873K – – –
HFP
3191
Holistic Financial Partners
Indiana
$872K -$210 -1 -0%
HCM
3192
Howard Capital Management
Georgia
$871K +$139K +662 +19%
IIM
3193
Ironwood Investment Management
Massachusetts
$869K – – –
CI
3194
Cavalier Investments
Georgia
$861K -$496K -2,361 -37%
FC
3195
FCA Corp
Texas
$860K -$297K -1,416 -26%
UWPG
3196
Ullmann Wealth Partners Group
Florida
$856K – – –
WEPOG
3197
Wealth Enhancement & Preservation of GA
Georgia
$853K +$164K +779 +23%
CS
3198
Capital Square
Tennessee
$851K +$8.61K +41 +1%
NVIM
3199
New Vernon Investment Management
Illinois
$850K – – –
RWRC
3200
R.W. Roge & Company
New York
$850K – – –
126 127
128
129 130