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Name Holding Trade Value Shares
Change 		Change in
Stake
KOMWMG
2076
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$548K +$401K +21,240 +143%
CMTU
2077
Capital Markets Trading (UK)
United Kingdom
$547K -$1.58M -83,720 -70%
HFP
2078
Holistic Financial Partners
Indiana
$547K +$37.9K +2,010 +6%
CWG
2079
Cornerstone Wealth Group
North Carolina
$546K -$1.75M -92,600 -72%
FCA
2080
FinTrust Capital Advisors
South Carolina
$546K +$69.6K +3,690 +13%
VCM
2081
Virtue Capital Management
Tennessee
$544K -$3.56M -188,880 -84%
GFPC
2082
Global Financial Private Client
Florida
$542K +$99.1K +5,250 +16%
CC
2083
Cannell & Co
New York
$541K – – –
DCM
2084
DGS Capital Management
New Jersey
$540K -$281K -14,880 -29%
BM
2085
Brandywine Managers
Delaware
$540K – – –
LC
2086
LCNB Corp
Ohio
$539K +$101K +5,350 +18%
MIC
2087
Maxi Investments CY
Cyprus
$538K -$1.22M -64,500 -65%
FCA
2088
FLC Capital Advisors
California
$538K +$32.7K +1,730 +5%
CWG
2089
Crown Wealth Group
North Carolina
$536K -$141K -7,490 -17%
AC
2090
Addison Capital
Pennsylvania
$535K +$47.6K +2,520 +8%
PWA
2091
Physician Wealth Advisors
Utah
$533K +$12.6K +670 +2%
PFA
2092
Pure Financial Advisors
California
$532K +$167K +8,840 +34%
AFAS
2093
Acorn Financial Advisory Services
Virginia
$531K +$39.4K +2,090 +6%
PR
2094
Payden & Rygel
California
$531K +$661K +35,000 New
RFA
2095
Resurgent Financial Advisors
Georgia
$529K +$22.3K +1,180 +3%
HFS
2096
Howard Financial Services
Texas
$528K +$24K +1,270 +4%
ABLA
2097
Alan B. Lancz & Associates
Ohio
$527K – – –
EM
2098
Excalibur Management
Massachusetts
$523K -$272K -14,410 -29%
DI
2099
Diligent Investors
California
$522K +$37.9K +2,010 +6%
BOM
2100
Bank of Marin
California
$521K -$501K -26,520 -44%
82 83
84
85 86