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Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
2476
Turtle Creek Wealth Advisors
Texas
$1.62M +$1.51M +32,680 New
KCFA
2477
Key Client Fiduciary Advisors
New Jersey
$1.62M -$20.4K -440 -1%
WAG
2478
Winthrop Advisory Group
Massachusetts
$1.61M +$245K +5,280 +19%
VBCG
2479
Valley Brook Capital Group
Pennsylvania
$1.61M +$29.7K +640 +2%
BIC
2480
Beach Investment Counsel
Pennsylvania
$1.6M +$1.5M +32,400 New
LL
2481
LPWM LLC
Minnesota
$1.6M +$39.4K +850 +3%
FSA
2482
Financial Security Advisor
Virginia
$1.6M +$45.4K +980 +3%
VRM
2483
Vectors Research Management
New York
$1.6M -$44K -950 -3%
WIM
2484
WealthPlan Investment Management
Nebraska
$1.6M +$123K +2,660 +9%
ML
2485
McAdam LLC
Pennsylvania
$1.6M +$53.8K +1,160 +4%
CA
2486
Centerpoint Advisors
Massachusetts
$1.6M -$244K -5,270 -14%
VAM
2487
Verity Asset Management
North Carolina
$1.59M -$100K -2,160 -6%
NJBEST
2488
New Jersey Better Educational Savings Trust
New Jersey
$1.59M – – –
G
2489
GenTrust
Florida
$1.59M – – –
WWM
2490
Waterway Wealth Management
Texas
$1.59M +$1.49M +32,120 New
SWS
2491
SYSTM Wealth Solutions
Illinois
$1.59M -$397K -8,560 -21%
OWM
2492
Opes Wealth Management
California
$1.58M +$20.9K +450 +1%
CMTU
2493
Capital Markets Trading (UK)
United Kingdom
$1.58M +$805K +17,380 +119%
CCM
2494
Carlson Capital Management
Minnesota
$1.58M +$262K +5,650 +22%
CGA
2495
Crescent Grove Advisors
Illinois
$1.57M -$10.2K -220 -0.7%
WWS
2496
Wellington Wealth Strategies
Indiana
$1.57M +$1.47M +31,800 New
SFG
2497
Sunburst Financial Group
Alabama
$1.57M +$14.8K +320 +1%
SAW
2498
Signal Advisors Wealth
Michigan
$1.57M +$1.47M +31,710 New
DOA
2499
D'Orazio & Associates
Virginia
$1.57M +$101K +2,170 +7%
NFP
2500
Narus Financial Partners
Utah
$1.57M -$180K -3,890 -11%
98 99
100
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