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Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1326
Cypress Wealth Services
California
$452K -$47K -920 -10%
OPWM
1327
Oxinas Partners Wealth Management
Indiana
$451K -$29.1K -570 -6%
ICP
1328
Interchange Capital Partners
Pennsylvania
$448K +$19.4K +380 +5%
ECG
1329
Edge Capital Group
Georgia
$447K -$1.02K -20 -0.2%
ACS
1330
Archford Capital Strategies
Illinois
$446K +$41.4K +810 +11%
PWAG
1331
Polaris Wealth Advisory Group
California
$445K -$28.1K -550 -6%
JF
1332
JSF Financial
California
$445K +$30.7K +600 +8%
SBL
1333
Sargent Bickham Lagudis
Colorado
$443K +$2.56K +50 +0.6%
PWM
1334
Peterson Wealth Management
Nevada
$442K -$826K -16,150 -66%
STA
1335
Summit Trail Advisors
New York
$442K +$427K +8,360 New
CSIC
1336
Clifford Swan Investment Counsel
California
$440K – – –
RWA
1337
River Wealth Advisors
Pennsylvania
$439K -$3.07K -60 -0.7%
HFS
1338
Howard Financial Services
Texas
$438K – – –
FF
1339
FourThought Financial
Florida
$435K -$68K -1,330 -14%
FNBOH
1340
First National Bank of Hutchinson
Kansas
$434K -$222K -4,350 -35%
CA
1341
Calton & Associates
Florida
$433K -$4.6K -90 -1%
ANTB
1342
AMG National Trust Bank
Colorado
$432K -$587K -11,490 -58%
KMWM
1343
Keudell/Morrison Wealth Management
Oregon
$431K -$25K -490 -6%
GCA
1344
Gradient Capital Advisors
California
$429K -$30.7K -600 -7%
TCM
1345
TD Capital Management
Tennessee
$428K – – –
PA
1346
Procyon Advisors
Connecticut
$428K +$96.1K +1,880 +30%
RF
1347
Rollins Financial
Georgia
$427K +$36.8K +720 +10%
JCIA
1348
Jackson Creek Investment Advisors
Colorado
$426K – – –
BDF
1349
Balasa Dinverno & Foltz
$425K -$177K -3,460 -30%
PWM
1350
Palumbo Wealth Management
New York
$425K -$27.1K -530 -6%
52 53
54
55 56