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Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
3826
Clark Financial Services Group
Missouri
$761K +$287K +2,836 +85%
CPP
3827
Capasso Planning Partners
South Carolina
$760K +$47K +465 +8%
CPW
3828
Crestmont Private Wealth
Texas
$760K -$5.96K -59 -1%
I
3829
InceptionR
California
$758K +$620K +6,136 New
GFWA
3830
Grey Fox Wealth Advisors
Delaware
$758K -$9.91K -98 -2%
MF
3831
Montis Financial
Massachusetts
$757K +$116K +1,145 +23%
JGIA
3832
Jackson Grant Investment Advisers
Connecticut
$755K +$131K +1,291 +27%
ST
3833
Somerset Trust
Pennsylvania
$754K -$266K -2,628 -30%
TA
3834
TPG Advisors
Illinois
$753K +$616K +6,096 New
CWA
3835
Cornerstone Wealth Advisors
Minnesota
$751K -$407K -4,030 -40%
CAM
3836
CenterStar Asset Management
Illinois
$750K -$4.26M -42,138 -87%
RC
3837
Reik & Co
New York
$749K +$6.07K +60 +1%
EP
3838
Essential Planning
New Hampshire
$748K +$612K +6,057 New
GCL
3839
Gouws Capital LLC
North Carolina
$747K -$94K -930 -13%
HPC
3840
Hobart Private Capital
North Carolina
$745K +$194K +1,917 +47%
AA
3841
AlphaCentric Advisors
Puerto Rico
$742K +$539K +5,329 +784%
CHM
3842
Collaborative Holdings Management
New York
$741K -$2.93M -29,000 -83%
BCFD
3843
Boit C.F. David
$741K – – –
NC
3844
Napatree Capital
Rhode Island
$739K +$268K +2,653 +80%
NWA
3845
New World Advisors
Massachusetts
$739K +$47.5K +470 +9%
CPWM
3846
Cypress Point Wealth Management
Texas
$739K -$88.1K -871 -13%
AWM
3847
Absher Wealth Management
North Carolina
$738K -$37.4K -370 -6%
RP
3848
Riverwater Partners
Wisconsin
$737K -$70.2K -694 -10%
VCP
3849
Vista Capital Partners
Oregon
$736K +$133K +1,316 +28%
DW
3850
Durante & Waters
New York
$736K +$602K +5,955 New
152 153
154
155 156