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Name Holding Trade Value Shares
Change 		Change in
Stake
APG
1501
Abacus Planning Group
South Carolina
$795K +$7.5K +560 +0.9%
WFC
1502
Western Financial Corp
California
$794K +$815K +60,840 New
CWM
1503
Cornerstone Wealth Management
Missouri
$793K +$40.2K +3,000 +5%
CT
1504
Chicago Trust
Illinois
$793K +$481K +35,920 +145%
SLWA
1505
San Luis Wealth Advisors
California
$792K +$812K +60,680 New
GCC
1506
Guardian Capital (Canada)
Ontario, Canada
$791K -$45.5K -3,400 -5%
BAM
1507
Berkshire Asset Management
Pennsylvania
$790K +$43.9K +3,280 +6%
CFD
1508
Creative Financial Designs
Indiana
$789K -$17.1K -1,280 -2%
AFP
1509
Ausdal Financial Partners
Iowa
$788K +$10.2K +760 +1%
CP
1510
Covenant Partners
Tennessee
$787K -$91K -6,800 -10%
EDRIA
1511
Edmonds Duncan Registered Investment Advisors
Kansas
$786K -$482K -36,000 -40%
CBTWT
1512
Community Bank & Trust (Waco, Texas)
Texas
$784K – – –
SICM
1513
Sustainable Insight Capital Management
New York
$784K +$804K +60,040 New
EAM
1514
Eukles Asset Management
Ohio
$783K -$247K -18,440 -24%
EFMH
1515
E Fund Management (HK)
Hong Kong
$783K +$803K +60,000 New
SW
1516
StrongBox Wealth
Missouri
$781K +$579K +43,280 +262%
VWA
1517
Visionary Wealth Advisors
Illinois
$780K +$215K +16,040 +37%
LF
1518
Lantz Financial
Illinois
$777K -$3.21K -240 -0.4%
CFA
1519
Carroll Financial Associates
North Carolina
$777K +$33.2K +2,480 +4%
CFS
1520
CRA Financial Services
New Jersey
$777K +$76K +5,680 +11%
TCM
1521
Tributary Capital Management
Nebraska
$775K +$795K +59,400 New
FPA
1522
First Pacific Advisors
California
$770K -$46.1K -3,440 -6%
CIC
1523
Crawford Investment Counsel
Georgia
$769K -$10.7K -800 -1%
GA
1524
Geller Advisors
New York
$768K – – –
HL
1525
HeadInvest LLC
Maine
$766K +$53K +3,960 +7%
59 60
61
62 63