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Name Holding Trade Value Shares
Change 		Change in
Stake
D
2051
Diversified
Delaware
$569K +$164K +11,150 +40%
CCM
2052
Crew Capital Management
Ohio
$568K -$16.7K -1,140 -3%
SAF
2053
Smith Anglin Financial
Texas
$566K -$5.57K -380 -1%
EMFAT
2054
Emerald Mutual Fund Advisers Trust
Pennsylvania
$564K -$59.3K -4,040 -9%
HFS
2055
Howard Financial Services
Texas
$561K +$19.8K +1,350 +4%
ECA
2056
Elevated Capital Advisors
Utah
$559K -$564K -38,470 -50%
PSP
2057
Principal Street Partners
Tennessee
$559K +$141K +9,610 +34%
BFA
2058
Benedict Financial Advisors
Georgia
$558K +$147 +10 +0%
FPCP
2059
Fort Point Capital Partners
California
$558K -$99.3K -6,770 -15%
CFO
2060
CVA Family Office
Colorado
$558K +$145K +9,870 +35%
SI
2061
Saxon Interests
Texas
$558K +$57.2K +3,900 +12%
CNBT
2062
Cornerstone National Bank & Trust
Illinois
$557K – – –
IA
2063
Inspire Advisors
Idaho
$556K -$27.3K -1,860 -5%
SIA
2064
SkyView Investment Advisors
New Jersey
$556K -$28.3K -1,930 -5%
PFA
2065
Pure Financial Advisors
California
$553K +$23.5K +1,600 +4%
MFG
2066
Monte Financial Group
Connecticut
$552K +$83.2K +5,670 +18%
I
2067
InceptionR
California
$551K +$553K +37,730 New
MYIA
2068
Mount Yale Investment Advisors
Colorado
$550K +$284K +19,380 +106%
PWA
2069
Physician Wealth Advisors
Utah
$550K – – –
CWM
2070
Circle Wealth Management
New Jersey
$548K -$34.9K -2,380 -6%
TFA
2071
Toth Financial Advisory
Virginia
$548K -$26.1K -1,780 -5%
PL
2072
Parthenon LLC
Kentucky
$547K – – –
IWA
2073
IVC Wealth Advisors
Pennsylvania
$546K +$219K +14,960 +67%
CIP
2074
Convergence Investment Partners
Florida
$546K +$19.1K +1,300 +4%
ONST
2075
Old North State Trust
North Carolina
$543K +$37.1K +2,530 +7%
81 82
83
84 85