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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
876
Cornerstone Wealth Management
Missouri
$223K -$2.67K -14 -1%
SAG
877
SageView Advisory Group
California
$222K +$9.73K +51 +5%
PA
878
Paragon Advisors
Texas
$222K – – –
WJA
879
Willis Johnson & Associates
Texas
$221K -$191 -1 -0.1%
SB
880
Strategic Blueprint
Georgia
$221K +$2.67K +14 +1%
SFC
881
SYM Financial Corp
Indiana
$220K +$203K +1,067 New
TL
882
Tradewinds LLC
North Carolina
$219K +$192K +1,008 New
PFS
883
Prospect Financial Services
New York
$219K -$22.5K -118 -10%
PEWA
884
Pacific Excel Wealth Advisors
California
$216K +$199K +1,046 New
TCM
885
Teza Capital Management
Illinois
$215K -$122K -641 -38%
SC
886
Shearwater Capital
Colorado
$215K +$572 +3 +0.3%
SL
887
Sentinus LLC
Illinois
$215K +$199K +1,043 New
CA
888
CSM Advisors
Pennsylvania
$211K -$1.82M -9,562 -90%
CIC
889
Chilton Investment Company
Connecticut
$207K +$192K +1,005 New
LAM
890
Lewis Asset Management
California
$207K +$191K +1,004 New
HCC
891
Hirtle Callaghan & Co
Pennsylvania
$207K +$191K +1,001 New
BWM
892
Birchcreek Wealth Management
Ohio
$206K +$191K +1,000 New
CCM
893
Chiron Capital Management
Florida
$206K +$191K +1,000 New
GIP
894
Greatmark Investment Partners
Georgia
$206K +$191K +1,000 New
PSF
895
Pacific Sun Financial
California
$206K +$191K +1,000 New
SRC
896
Shufro Rose & Co
New York
$206K +$191K +1,000 New
CA
897
Clearstead Advisors
Ohio
$204K -$17K -89 -8%
JCM
898
Jacobi Capital Management
Pennsylvania
$204K +$188K +987 New
GC
899
Guidance Capital
Kentucky
$203K +$158K +831 New
SAM
900
Synergy Asset Management
Washington
$203K +$187K +983 New
34 35
36
37 38