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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
551
Cravens & Co Advisors
Tennessee
$377K +$371K +10,857 New
SWM
552
Spire Wealth Management
Virginia
$371K -$5.26K -154 -1%
CAAS
553
Capital Asset Advisory Services
Michigan
$370K -$569K -16,653 -63%
PCIA
554
Prime Capital Investment Advisors
Kansas
$367K +$55.7K +1,631 +18%
OIM
555
Oder Investment Management
California
$361K -$16.5K -483 -4%
WIM
556
Westside Investment Management
California
$355K +$187K +5,470 +13%
WCM
557
Washburn Capital Management
Florida
$354K +$27.3K +800 +9%
RBFC
558
Roman Butler Fullerton & Co
Missouri
$352K -$33K -965 -10%
CCM
559
Conway Capital Management
California
$351K -$53.8K -1,575 -13%
IGWM
560
ICA Group Wealth Management
Colorado
$351K +$346K +10,120 New
PPP
561
Private Portfolio Partners
New Jersey
$351K +$1.71K +50 +0.5%
CWP
562
Core Wealth Partners
California
$350K +$86K +2,520 New
OIA
563
OneDigital Investment Advisors
Kansas
$350K -$54.4K -1,592 -14%
GAM
564
Griffin Asset Management
New York
$349K -$93.5K -2,737 -21%
LFM
565
Lumina Fund Management
New York
$347K – – –
CFD
566
Creative Financial Designs
Indiana
$346K – – –
WE
567
Wealth Effects
Massachusetts
$343K -$100K -2,930 -23%
SS
568
Sunbelt Securities
Texas
$342K +$5.33K +156 +2%
SLAM
569
Swiss Life Asset Management
$342K +$335K +9,820 New
WA
570
Wealth Architects
California
$336K -$4.17K -122 -1%
AF
571
Allworth Financial
California
$331K +$19K +557 +6%
RIA
572
Realta Investment Advisors
Delaware
$330K -$67.5K -1,977 -17%
IWA
573
Icon Wealth Advisors
Texas
$330K -$6.52K -191 -2%
SIC
574
Schwartz Investment Counsel
Michigan
$325K – – –
UCFA
575
United Capital Financial Advisors
Texas
$324K +$319K +9,337 New
21 22
23
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