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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1326
Bedel Financial Consulting
Indiana
$123K +$10.2K +192 +10%
DWM
1327
Destination Wealth Management
California
$121K +$33.4K +631 +42%
CIA
1328
CSat Investment Advisory
Michigan
$120K -$202K -3,814 -64%
TFA
1329
Transamerica Financial Advisors
Florida
$118K -$106 -2 -0.1%
CFG
1330
CKW Financial Group
Hawaii
$116K – – –
CAL
1331
Capital Analysts LLC
Pennsylvania
$115K -$40.9K -773 -28%
WA
1332
WP Advisors
California
$113K +$18.5K +350 +21%
TC
1333
Trilogy Capital
California
$111K -$10.7K -203 -9%
EMG
1334
ETF Managers Group
New Jersey
$111K +$10.8K +204 +12%
SHJ
1335
Sharkey, Howes & Javer
Colorado
$109K – – –
PWAG
1336
Polaris Wealth Advisory Group
California
$107K +$99.4K +1,880 New
JFA
1337
JNBA Financial Advisors
Minnesota
$104K -$42K -794 -30%
AOWM
1338
Alpha Omega Wealth Management
Virginia
$104K – – –
DRS
1339
Deane Retirement Strategies
Louisiana
$103K – – –
WC
1340
Whitney & Co
New York
$100K +$76.7K +1,450 New
KF
1341
Krilogy Financial
Missouri
$100K +$92.8K +1,756 New
CCA
1342
Catalyst Capital Advisors
New York
$97K – – –
CLM
1343
ClearBridge LLC (Maryland)
Maryland
$97K – – –
SFPIA
1344
Stevens First Principles Investment Advisors
California
$97K – – –
OC
1345
Oakworth Capital
Alabama
$96K +$80K +1,514 +891%
SCM
1346
Silvant Capital Management
Georgia
$93K +$8.56K +162 +11%
PGWM
1347
Parisi Gray Wealth Management
New Jersey
$91K -$7.61K -144 -8%
CFGS
1348
Concourse Financial Group Securities
Alabama
$90K +$83.9K +1,586 New
TL
1349
TrueWealth LLC
Georgia
$88K +$5.29K +100 +7%
CH
1350
Canton Hathaway
Rhode Island
$88K +$82K +1,550 New
52 53
54
55 56