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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIC
2101
Clifford Swan Investment Counsel
California
$10.8M +$326K +2,588 +4%
WAS
2102
WESPAC Advisors SoCal
California
$10.8M -$311K -2,472 -3%
CWA
2103
CM Wealth Advisors
Ohio
$10.8M -$1.48M -11,759 -15%
SAF
2104
Smith Anglin Financial
Texas
$10.7M -$200K -1,593 -2%
CPC
2105
Consolidated Planning Corp
Georgia
$10.7M -$13.3K -106 -0.2%
EFH
2106
Eaton Financial Holdings
Florida
$10.7M +$4.14M +32,866 +94%
BHWM
2107
Bar Harbor Wealth Management
New Hampshire
$10.7M +$797K +6,333 +10%
CC
2108
Crosslink Capital
California
$10.7M +$8.52M +67,725 New
WWM
2109
WT Wealth Management
Arizona
$10.7M -$22K -175 -0.3%
PPWM
2110
Paragon Private Wealth Management
Kentucky
$10.7M +$1.18M +9,406 +16%
HFM
2111
Hartford Financial Management
Connecticut
$10.7M -$862K -6,849 -9%
VCM
2112
Versant Capital Management
Arizona
$10.7M +$901K +7,161 +12%
BCM
2113
Barrier Capital Management
California
$10.6M +$8.48M +67,400 New
FA
2114
Faithward Advisors
Pennsylvania
$10.6M -$2.96M -23,516 -26%
TCPG
2115
Trivant Custom Portfolio Group
California
$10.6M -$282K -2,237 -3%
CFS
2116
Commonwealth Financial Services
West Virginia
$10.6M +$451K +3,580 +6%
MFA
2117
Mayflower Financial Advisors
Massachusetts
$10.6M +$174K +1,380 +2%
AWM
2118
Activest Wealth Management
Florida
$10.6M -$107K -847 -1%
PFG
2119
Prosperity Financial Group
California
$10.6M -$376K -2,987 -4%
MA
2120
MCF Advisors
Kentucky
$10.6M +$1.56M +12,387 +23%
SFG
2121
Synergy Financial Group
California
$10.6M +$110K +874 +1%
HT
2122
Heritage Trust
Oklahoma
$10.6M +$3.27K +26 +0%
UBG
2123
United Bank (Georgia)
Georgia
$10.5M -$648K -5,150 -7%
WSC
2124
Wellington Shields & Co
New York
$10.5M +$58.8K +467 +0.7%
PCM
2125
Park Capital Management
Wisconsin
$10.5M +$28.4K +226 +0.3%
83 84
85
86 87