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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1301
Carr Financial Group
Massachusetts
$505K +$7.32K +95 +1%
TCCM
1302
Timber Creek Capital Management
Massachusetts
$503K – – –
SP
1303
Successful Portfolios
Florida
$503K +$25.6K +333 +5%
ABLA
1304
Alan B. Lancz & Associates
Ohio
$503K – – –
GL
1305
Graypoint LLC
New York
$498K +$17.3K +224 +4%
PWP
1306
Principle Wealth Partners
Connecticut
$498K +$224K +2,905 +80%
MCCP
1307
Mission Creek Capital Partners
California
$495K -$74.2K -963 -13%
CCI
1308
Credit Capital Investments
New Jersey
$494K – – –
SG
1309
Stonnington Group
California
$494K +$77K +1,000 +18%
DWA
1310
Douglass Winthrop Advisors
New York
$490K -$631K -8,191 -56%
JF
1311
Joule Financial
Kentucky
$490K -$14.6K -189 -3%
FF
1312
Fluent Financial
Texas
$490K -$394K -5,122 -44%
SFG
1313
SevenBridge Financial Group
Pennsylvania
$488K +$9.24K +120 +2%
GWSG
1314
GPS Wealth Strategies Group
Colorado
$485K +$492K +6,388 New
CQS
1315
Credential Qtrade Securities
$484K +$155K +2,009 +46%
ATPW
1316
Ashton Thomas Private Wealth
Arizona
$483K -$5.01K -65 -1%
PWM
1317
Purus Wealth Management
California
$483K -$4.47K -58 -0.9%
PCA
1318
Peddock Capital Advisors
Massachusetts
$482K +$2.7K +35 +0.6%
SF
1319
Symphony Financial
Texas
$482K +$616 +8 +0.1%
OCM
1320
Orion Capital Management
California
$479K -$7.7K -100 -2%
ONB
1321
Old National Bancorp
Indiana
$478K -$109K -1,412 -18%
YIH
1322
Y-Intercept (HK)
Hong Kong
$477K -$116K -1,508 -19%
FFM
1323
Forum Financial Management
Illinois
$475K -$53.1K -690 -10%
KLC
1324
Knowledge Leaders Capital
Colorado
$473K -$14.5K -188 -3%
ALAM
1325
Asahi Life Asset Management
Japan
$472K +$5.01K +65 +1%
51 52
53
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