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Name Holding Trade Value Shares
Change 		Change in
Stake
SG
976
Strid Group
Pennsylvania
$205K +$224K +1,850 New
22CM
977
20/20 Capital Management
California
$204K +$222K +1,840 New
GFS
978
GYL Financial Synergies
Connecticut
$201K +$220K +1,820 New
H
979
HoyleCohen
California
$201K +$220K +1,820 New
HIP
980
HUB Investment Partners
Texas
$201K +$220K +1,820 New
GIP
981
Granite Investment Partners
California
$200K -$101K -840 -32%
RWA
982
Redhawk Wealth Advisors
Minnesota
$200K -$72.5K -600 -25%
CAI
983
Capital Advisors Inc
Oklahoma
$200K – – –
DFA
984
Delta Financial Advisors
Louisiana
$200K +$219K +1,810 New
HB
985
Homrich & Berg
Georgia
$200K +$219K +1,810 New
QCG
986
Quadrant Capital Group
Ohio
$195K +$143K +1,180 +203%
GI
987
Gradient Investments
Minnesota
$188K – – –
MSFP
988
Mark Sheptoff Financial Planning
Connecticut
$188K – – –
BFC
989
Bedel Financial Consulting
Indiana
$185K +$59.2K +490 +42%
PO
990
Private Ocean
California
$183K -$297K -2,460 -60%
CI
991
CX Institutional
Indiana
$181K – – –
AIM
992
Acropolis Investment Management
Missouri
$176K +$23K +190 +14%
MWA
993
Moser Wealth Advisors
Washington
$168K +$89.4K +740 +95%
CM
994
Capula Management
Cayman Islands
$168K +$184K +1,520 New
TC
995
Truvestments Capital
Florida
$167K +$9.67K +80 +6%
CCM
996
Cribstone Capital Management
Maine
$167K +$181K +1,500 +15,000%
AP
997
Arlington Partners
Alabama
$166K +$139K +1,150 +329%
AWM
998
Accel Wealth Management
Iowa
$160K – – –
OCM
999
Orion Capital Management
California
$159K -$30.2K -250 -15%
HH
1000
HWG Holdings
Texas
$159K +$79.7K +660 +85%
38 39
40
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