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Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
3826
BOK Financial Private Wealth
Colorado
$826K +$273K +2,311 +51%
OCFG
3827
O'Connor Financial Group
Illinois
$825K +$14.4K +122 +2%
CPCM
3828
Cardinal Point Capital Management
Ontario, Canada
$823K +$307K +2,600 +62%
ICM
3829
Islay Capital Management
Texas
$820K – – –
MLM
3830
Mount Lucas Management
Pennsylvania
$818K +$18.4K +156 +2%
E
3831
ETFidea
New York
$817K +$18.9K +160 +2%
AI
3832
AdvisorShares Investments
Maryland
$817K -$170K -1,443 -18%
CFGA
3833
Cambridge Financial Group (Arizona)
Arizona
$815K -$63.7K -539 -7%
FA
3834
FF Advisors
California
$814K +$2.01K +17 +0.3%
ACA
3835
Affinity Capital Advisors
California
$814K -$106K -901 -12%
W
3836
WorthPointe
California
$814K +$157K +1,327 +25%
AI
3837
ArchPoint Investors
Florida
$813K +$47.2K +400 +6%
TCOTS
3838
Trust Company of the South
North Carolina
$809K – – –
HBS
3839
Howard Bailey Securities
Indiana
$808K +$786K +6,651 New
SP
3840
Symmetry Partners
Connecticut
$807K -$16M -135,645 -95%
PCI
3841
Planning Center Inc
Illinois
$807K +$3.31K +28 +0.4%
CCP
3842
Clarkston Capital Partners
Michigan
$806K -$47.2K -400 -6%
DA
3843
Drake & Associates
Wisconsin
$803K +$149K +1,260 +24%
CIS
3844
Continental Investors Services
Washington
$803K +$3.19K +27 +0.4%
FWP
3845
Firethorn Wealth Partners
Georgia
$803K +$183K +1,553 +31%
LI
3846
Lafayette Investments
Maryland
$803K +$106K +900 +16%
PCWA
3847
Pacific Capital Wealth Advisors
California
$802K +$42.5K +360 +6%
CAC
3848
Core Alternative Capital
Georgia
$801K -$32.1K -272 -4%
EP
3849
Essential Planning
New Hampshire
$798K +$61.1K +517 +9%
WAOTB
3850
Wealth Advisors of Tampa Bay
Florida
$797K +$775K +6,565 New
152 153
154
155 156