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Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
876
WT Wealth Management
Arizona
$223K +$207K +1,083 New
CWM
877
Cornerstone Wealth Management
Missouri
$223K -$2.67K -14 -1%
SAG
878
SageView Advisory Group
California
$222K +$9.73K +51 +5%
PA
879
Paragon Advisors
Texas
$222K – – –
WJA
880
Willis Johnson & Associates
Texas
$221K -$191 -1 -0.1%
SB
881
Strategic Blueprint
Georgia
$221K +$2.67K +14 +1%
SFC
882
SYM Financial Corp
Indiana
$220K +$203K +1,067 New
TL
883
Tradewinds LLC
North Carolina
$219K +$192K +1,008 New
PFS
884
Prospect Financial Services
New York
$219K -$22.5K -118 -10%
PEWA
885
Pacific Excel Wealth Advisors
California
$216K +$199K +1,046 New
TCM
886
Teza Capital Management
Illinois
$215K -$122K -641 -38%
SC
887
Shearwater Capital
Colorado
$215K +$572 +3 +0.3%
SL
888
Sentinus LLC
Illinois
$215K +$199K +1,043 New
CA
889
CSM Advisors
Pennsylvania
$211K -$1.82M -9,562 -90%
CIC
890
Chilton Investment Company
Connecticut
$207K +$192K +1,005 New
LAM
891
Lewis Asset Management
California
$207K +$191K +1,004 New
HCC
892
Hirtle Callaghan & Co
Pennsylvania
$207K +$191K +1,001 New
BWM
893
Birchcreek Wealth Management
Ohio
$206K +$191K +1,000 New
CCM
894
Chiron Capital Management
Florida
$206K +$191K +1,000 New
GIP
895
Greatmark Investment Partners
Georgia
$206K +$191K +1,000 New
PSF
896
Pacific Sun Financial
California
$206K +$191K +1,000 New
SRC
897
Shufro Rose & Co
New York
$206K +$191K +1,000 New
CA
898
Clearstead Advisors
Ohio
$204K -$17K -89 -8%
JCM
899
Jacobi Capital Management
Pennsylvania
$204K +$188K +987 New
GC
900
Guidance Capital
Kentucky
$203K +$158K +831 New
34 35
36
37 38