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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1101
Cardiff Park Advisors
California
$719K +$595K +14,290 +292%
AIP
1102
Almanack Investment Partners
Pennsylvania
$717K +$5K +120 +0.6%
BFPW
1103
BOK Financial Private Wealth
Colorado
$717K +$123K +2,950 +18%
VAFP
1104
Vahanian & Associates Financial Planning
New York
$714K -$226K -5,420 -22%
CAMG
1105
CWA Asset Management Group
Florida
$714K +$1.25K +30 +0.2%
CFS
1106
CRA Financial Services
New Jersey
$712K +$45.8K +1,100 +6%
PAM
1107
Paradigm Asset Management
New York
$712K – – –
FAM
1108
Formidable Asset Management
Ohio
$708K +$43.3K +1,040 +6%
TA
1109
Tectonic Advisors
Texas
$707K +$372K +8,930 +90%
CPIG
1110
Chicago Partners Investment Group
Illinois
$704K +$244K +5,850 +17%
SCM
1111
Silvant Capital Management
Georgia
$703K -$1.57M -37,630 -67%
SRC
1112
Sage Rhino Capital
California
$703K -$3.33K -80 -0.4%
FIM
1113
Freedom Investment Management
Connecticut
$702K -$65.8K -1,580 -8%
ACM
1114
Advisors Capital Management
New Jersey
$701K -$94.9K -2,280 -11%
NC
1115
NinePointTwo Capital
California
$698K – – –
GC
1116
Garde Capital
Washington
$697K +$33.7K +810 +5%
TCM
1117
Teza Capital Management
Illinois
$697K +$774K +18,600 New
MC
1118
Mathes Company
New York
$693K – – –
FMTC
1119
Farmers & Merchants Trust Company
California
$688K +$66.2K +1,590 +9%
AWM
1120
Avior Wealth Management
Nebraska
$688K +$756K +18,160 +8,648%
CM
1121
CastleKnight Management
New York
$685K +$762K +18,300 New
ACP
1122
Ashfield Capital Partners
California
$683K -$101K -2,420 -12%
BFG
1123
Berger Financial Group
Minnesota
$680K +$81.2K +1,950 +12%
PWAG
1124
Polaris Wealth Advisory Group
California
$679K -$140K -3,370 -15%
AFP
1125
Ausdal Financial Partners
Iowa
$677K -$268K -6,430 -26%
43 44
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