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Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
2051
Legacy Wealth Asset Management
Minnesota
$390K +$77K +305 +23%
EA
2052
Elm Advisors
California
$389K – – –
FDS
2053
First Dallas Securities
Texas
$389K +$12.6K +50 +3%
DFG
2054
Demars Financial Group
Washington
$388K -$16.9K -67 -4%
CBFP
2055
Cedar Brook Financial Partners
Ohio
$386K -$227K -898 -36%
CIC
2056
Crawford Investment Counsel
Georgia
$386K -$112K -444 -22%
SVCP
2057
Silicon Valley Capital Partners
California
$384K +$400K +1,583 New
ICP
2058
Interchange Capital Partners
Pennsylvania
$381K -$312K -1,237 -50%
AAM
2059
Auxier Asset Management
Oregon
$381K – – –
TFM
2060
TFC Financial Management
Massachusetts
$381K +$17.7K +70 +5%
CFD
2061
Creative Financial Designs
Indiana
$378K +$114K +450 +41%
MCG
2062
MACRO Consulting Group
New Jersey
$376K -$70.5K -279 -15%
HCM
2063
Highlander Capital Management
New Jersey
$376K +$75.8K +300 +24%
SAG
2064
Spotlight Asset Group
Illinois
$376K +$391K +1,548 New
CHP
2065
Cable Hill Partners
Oregon
$374K +$20.2K +80 +5%
SBL
2066
Sargent Bickham Lagudis
Colorado
$370K -$1.01K -4 -0.3%
LC
2067
Landaas & Company
Wisconsin
$370K – – –
WCAMG
2068
Woodard & Company Asset Management Group
North Carolina
$369K +$384K +1,520 New
SIC
2069
Samalin Investment Counsel
New York
$368K -$214K -849 -36%
UAS
2070
United Asset Strategies
New York
$368K -$5.05K -20 -1%
CFO
2071
Collective Family Office
Pennsylvania
$367K +$83.3K +330 +28%
OMIC
2072
Old Mission Investment Co
Michigan
$367K +$30.3K +120 +9%
TWP
2073
Tempus Wealth Planning
California
$366K +$2.02K +8 +0.5%
DSC
2074
Duncker Streett & Co
Missouri
$366K +$151K +599 +66%
MW
2075
Marcum Wealth
Ohio
$366K +$380K +1,506 New
81 82
83
84 85