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Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1726
ACAS LLC
California
$497K -$22.6K -400 -5%
EAM
1727
Evanson Asset Management
California
$497K – – –
CFP
1728
Cascade Financial Partners
California
$495K +$448K +7,940 New
TFGT
1729
TS Financial Group (TSFG)
Illinois
$494K +$7.33K +130 +2%
PSC
1730
Portman Square Capital
United Kingdom
$494K +$1.13K +20 +0.2%
TPWA
1731
TRUE Private Wealth Advisors
Oregon
$493K – – –
LWM
1732
LJI Wealth Management
Indiana
$492K +$18.6K +330 +4%
OA
1733
Oxbow Advisors
Texas
$491K -$7.89K -140 -2%
BFG
1734
Beacon Financial Group
Texas
$490K -$16.9K -300 -4%
SAM
1735
Secure Asset Management
Michigan
$488K -$56.4K -1,000 -11%
CS
1736
Capital Square
Tennessee
$487K +$452K +8,020 New
FI
1737
Financial Insights
Washington
$486K -$11.3K -200 -2%
FFA
1738
Florida Financial Advisors
Florida
$485K -$70.5K -1,250 -14%
ACM
1739
Advance Capital Management
Michigan
$485K +$450K +7,990 New
SSWM
1740
Sheets Smith Wealth Management
North Carolina
$485K +$71.6K +1,270 +19%
CCAL
1741
City Center Advisors LLC
Michigan
$484K +$449K +7,970 New
WCFA
1742
Walkner Condon Financial Advisors
Wisconsin
$483K +$42.9K +760 +11%
EA
1743
Emerald Advisers
Pennsylvania
$483K -$44K -780 -9%
PWS
1744
Peterson Wealth Services
Utah
$483K – – –
BWM
1745
Baron Wealth Management
Michigan
$482K +$122K +2,160 +37%
BOPW
1746
Brandywine Oak Private Wealth
Pennsylvania
$482K – – –
SIAP
1747
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$482K -$1.13K -20 -0.3%
CAM
1748
Concorde Asset Management
Michigan
$482K -$40.6K -720 -8%
HCC
1749
Hirtle Callaghan & Co
Pennsylvania
$482K +$447K +7,930 New
LFG
1750
Lazard Frères Gestion
France
$481K – – –
68 69
70
71 72