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Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
1426
Evergreen Wealth Solutions
Pennsylvania
$431K +$455K +4,815 New
STA
1427
Smith Thornton Advisors
Alabama
$431K +$1.32K +14 +0.3%
DE
1428
Diversified Enterprises
Delaware
$430K -$1.42K -15 -0.3%
PFP
1429
Paragon Financial Partners
California
$429K +$95 +1 +0%
SCG
1430
Sonata Capital Group
Washington
$427K – – –
CP
1431
Creekside Partners
California
$427K +$662 +7 +0.1%
GCP
1432
Gill Capital Partners
Colorado
$427K +$95 +1 +0%
SCM
1433
Stordahl Capital Management
Colorado
$425K – – –
SEP
1434
Southland Equity Partners
Missouri
$425K +$9.74K +103 +2%
CGH
1435
CMG Global Holdings
Texas
$424K – – –
BEC
1436
Blue Edge Capital
Virginia
$424K – – –
BFC
1437
Bedel Financial Consulting
Indiana
$424K -$22.7K -240 -5%
GDP
1438
Great Diamond Partners
Maine
$424K -$26.2K -277 -6%
MFG
1439
Magnus Financial Group
New York
$422K -$327K -3,458 -42%
AW
1440
Alaethes Wealth
Nevada
$420K -$12.2K -129 -3%
AF
1441
Abound Financial
California
$419K – – –
SVCP
1442
Silicon Valley Capital Partners
California
$419K -$174K -1,842 -28%
BFA
1443
Beaumont Financial Advisors
Massachusetts
$419K +$25.2K +266 +6%
WFI
1444
West Family Investments
California
$418K -$5.49K -58 -1%
3IP
1445
3Chopt Investment Partners
Virginia
$418K +$156K +1,644 +54%
MCM
1446
Mattern Capital Management
Colorado
$417K -$206K -2,175 -32%
OIA
1447
Oakmont Investment Advisors
Pennsylvania
$417K -$53.3K -563 -11%
HI
1448
HBK Investments
Texas
$416K +$439K +4,642 New
PMSA
1449
Patrick M. Sweeney & Associates
Illinois
$414K -$4.73K -50 -1%
CM
1450
Castleark Management
Illinois
$414K – – –
56 57
58
59 60