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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1951
Cornerstone Wealth Group
North Carolina
$241K +$261K +2,562 New
HP
1952
HT Partners
Connecticut
$241K – – –
MA
1953
MBA Advisors
Pennsylvania
$240K +$102 +1 +0%
AC
1954
AlphaCore Capital
California
$240K +$15.9K +156 +7%
CBFP
1955
Cedar Brook Financial Partners
Ohio
$240K -$12K -118 -4%
FCM
1956
Fourpath Capital Management
Oklahoma
$240K +$305 +3 +0.1%
PIA
1957
Perennial Investment Advisors
California
$240K -$118K -1,158 -31%
JFA
1958
JNBA Financial Advisors
Minnesota
$240K – – –
PAG
1959
Paladin Advisory Group
Iowa
$240K – – –
CCA
1960
Conestoga Capital Advisors
Pennsylvania
$239K -$22.4K -220 -8%
AFAS
1961
Acorn Financial Advisory Services
Virginia
$239K -$24.6K -242 -9%
RP
1962
Riverwater Partners
Wisconsin
$239K +$258K +2,541 New
CC
1963
Callan Capital
California
$239K +$33.2K +326 +15%
OCM
1964
Orion Capital Management
California
$237K -$11.2K -110 -4%
SFG
1965
SNS Financial Group
Minnesota
$237K -$4.88K -48 -2%
LF
1966
Lantz Financial
Illinois
$237K +$51.9K +510 +25%
CI
1967
Cordant Inc
Oregon
$237K -$16.3K -160 -6%
IIA
1968
IPG Investment Advisors
California
$236K -$48.1K -473 -16%
SAM
1969
Satovsky Asset Management
New York
$235K +$814 +8 +0.3%
RZH
1970
Relyea Zuckerberg Hanson
Connecticut
$235K -$130K -1,275 -34%
SWP
1971
Semus Wealth Partners
Florida
$235K -$58.4K -574 -19%
SAM
1972
Summit Asset Management
Tennessee
$234K – – –
G
1973
GenTrust
Florida
$234K +$23.4K +230 +10%
CCA
1974
Childress Capital Advisors
Texas
$234K -$25.2K -248 -9%
AGC
1975
Aspen Grove Capital
Colorado
$233K +$252K +2,474 New
77 78
79
80 81