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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
2051
Elm Advisors
California
$389K – – –
FDS
2052
First Dallas Securities
Texas
$389K +$12.6K +50 +3%
DFG
2053
Demars Financial Group
Washington
$388K -$16.9K -67 -4%
CBFP
2054
Cedar Brook Financial Partners
Ohio
$386K -$227K -898 -36%
CIC
2055
Crawford Investment Counsel
Georgia
$386K -$112K -444 -22%
SVCP
2056
Silicon Valley Capital Partners
California
$384K +$400K +1,583 New
ICP
2057
Interchange Capital Partners
Pennsylvania
$381K -$312K -1,237 -50%
AAM
2058
Auxier Asset Management
Oregon
$381K – – –
TFM
2059
TFC Financial Management
Massachusetts
$381K +$17.7K +70 +5%
CFD
2060
Creative Financial Designs
Indiana
$378K +$114K +450 +41%
MCG
2061
MACRO Consulting Group
New Jersey
$376K -$70.5K -279 -15%
HCM
2062
Highlander Capital Management
New Jersey
$376K +$75.8K +300 +24%
SAG
2063
Spotlight Asset Group
Illinois
$376K +$391K +1,548 New
CHP
2064
Cable Hill Partners
Oregon
$374K +$20.2K +80 +5%
SBL
2065
Sargent Bickham Lagudis
Colorado
$370K -$1.01K -4 -0.3%
LC
2066
Landaas & Company
Wisconsin
$370K – – –
WCAMG
2067
Woodard & Company Asset Management Group
North Carolina
$369K +$384K +1,520 New
SIC
2068
Samalin Investment Counsel
New York
$368K -$214K -849 -36%
UAS
2069
United Asset Strategies
New York
$368K -$5.05K -20 -1%
CFO
2070
Collective Family Office
Pennsylvania
$367K +$83.3K +330 +28%
TWP
2071
Tempus Wealth Planning
California
$366K +$2.02K +8 +0.5%
DSC
2072
Duncker Streett & Co
Missouri
$366K +$151K +599 +66%
MW
2073
Marcum Wealth
Ohio
$366K +$380K +1,506 New
NIM
2074
NuWave Investment Management
New Jersey
$365K -$125K -496 -25%
FA
2075
Fortis Advisors
Pennsylvania
$364K -$126K -500 -25%
81 82
83
84 85