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Name Holding Trade Value Shares
Change
Change in
Stake
BCMO
2051
Buckingham Capital Management (Ohio)
Ohio
$572K – – –
D
2052
Diversified
Delaware
$569K +$164K +11,150 +40%
CCM
2053
Crew Capital Management
Ohio
$568K -$16.7K -1,140 -3%
SAF
2054
Smith Anglin Financial
Texas
$566K -$5.57K -380 -1%
Emerald Mutual Fund Advisers Trust
2055
Emerald Mutual Fund Advisers Trust
Pennsylvania
$564K -$59.3K -4,040 -9%
HFS
2056
Howard Financial Services
Texas
$561K +$19.8K +1,350 +4%
ECA
2057
Elevated Capital Advisors
Utah
$559K -$564K -38,470 -50%
PSP
2058
Principal Street Partners
Tennessee
$559K +$141K +9,610 +34%
BFA
2059
Benedict Financial Advisors
Georgia
$558K +$147 +10 +0%
FPCP
2060
Fort Point Capital Partners
California
$558K -$99.3K -6,770 -15%
CFO
2061
CVA Family Office
Colorado
$558K +$145K +9,870 +35%
SI
2062
Saxon Interests
Texas
$558K +$57.2K +3,900 +12%
CNBT
2063
Cornerstone National Bank & Trust
Illinois
$557K – – –
IA
2064
Inspire Advisors
Idaho
$556K -$27.3K -1,860 -5%
SIA
2065
SkyView Investment Advisors
New Jersey
$556K -$28.3K -1,930 -5%
Pure Financial Advisors
2066
Pure Financial Advisors
California
$553K +$23.5K +1,600 +4%
MFG
2067
Monte Financial Group
Connecticut
$552K +$83.2K +5,670 +18%
I
2068
InceptionR
California
$551K +$553K +37,730 New
Mount Yale Investment Advisors
2069
Mount Yale Investment Advisors
Colorado
$550K +$284K +19,380 +106%
PWA
2070
Physician Wealth Advisors
Utah
$550K – – –
Circle Wealth Management
2071
Circle Wealth Management
New Jersey
$548K -$34.9K -2,380 -6%
TFA
2072
Toth Financial Advisory
Virginia
$548K -$26.1K -1,780 -5%
PL
2073
Parthenon LLC
Kentucky
$547K – – –
IWA
2074
IVC Wealth Advisors
Pennsylvania
$546K +$219K +14,960 +67%
CIP
2075
Convergence Investment Partners
Florida
$546K +$19.1K +1,300 +4%