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Name Holding Trade Value Shares
Change 		Change in
Stake
SSC
1951
Syverson Strege & Co
Iowa
$1.01M -$88.4K -820 -7%
FCM
1952
Fire Capital Management
California
$1.01M +$429K +3,980 +59%
AG
1953
AmeriFlex Group
Nevada
$1.01M -$974K -9,035 -46%
OWG
1954
Oxford Wealth Group
Florida
$1.01M +$1.16M +10,760 New
LSIA
1955
LaSalle St. Investment Advisors
Illinois
$1.01M +$3.23K +30 +0.3%
PPH
1956
Pure Portfolios Holdings
Oregon
$1M -$647 -6 -0.1%
HCM
1957
Hollencrest Capital Management
California
$1M -$260K -2,410 -18%
NCM
1958
Neumann Capital Management
California
$1M – – –
ICP
1959
Impact Capital Partners
Colorado
$1M -$204K -1,888 -15%
MSR
1960
Main Street Research
Connecticut
$996K -$45.1M -418,599 -98%
CCM
1961
Cohen Capital Management
California
$996K – – –
EWM
1962
Evermay Wealth Management
Virginia
$994K +$94.2K +874 +9%
RMAM
1963
Raab & Moskowitz Asset Management
New Jersey
$993K -$41K -380 -3%
HFS
1964
Howard Financial Services
Texas
$992K +$31.3K +290 +3%
XWL
1965
XXI Wealth LLC
Illinois
$990K +$1.14M +10,557 New
LA
1966
Lifeworks Advisors
Michigan
$989K +$170K +1,576 +18%
RIA
1967
Regal Investment Advisors
Michigan
$988K +$158K +1,464 +16%
TP
1968
Tranquility Partners
Tennessee
$987K -$220K -2,044 -16%
IFS
1969
Integrated Financial Solutions
Virginia
$986K +$1.13M +10,520 New
GFG
1970
Greystone Financial Group
Michigan
$985K +$335K +3,105 +42%
UAG
1971
United Advisor Group
Ohio
$984K -$22.5K -209 -2%
NPT
1972
National Philanthropic Trust
Pennsylvania
$982K +$112K +1,041 +11%
GCM
1973
G2 Capital Management
Ohio
$982K +$17.3K +160 +2%
RWP
1974
Revolve Wealth Partners
New Jersey
$978K -$41.3K -383 -4%
IDA
1975
Intelligence Driven Advisers
California
$974K -$113K -1,049 -9%
77 78
79
80 81