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Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
1051
Creative Financial Designs
Indiana
$457K -$62.2K -545 -12%
RWP
1052
RWA Wealth Partners
Massachusetts
$457K +$4.45K +39 +1%
OWMIAS
1053
One Wealth Management Investment & Advisory Services
Florida
$457K -$470K -4,121 -51%
MEAC
1054
M.E. Allison & Co
Texas
$457K – – –
YCM
1055
Yousif Capital Management
Michigan
$455K -$991K -8,680 -69%
AIM
1056
Advyzon Investment Management
Illinois
$452K -$67.6K -592 -13%
CP
1057
Cornerstone Planning
North Carolina
$452K – – –
VCM
1058
Versant Capital Management
Arizona
$452K +$19.4K +170 +4%
BFA
1059
Bright Financial Advisors
Michigan
$452K +$2.28K +20 +0.5%
SAM
1060
Silvercrest Asset Management
New York
$451K -$49.8K -436 -10%
RPGK
1061
Retirement Planning Group (Kansas)
Kansas
$451K -$12.1K -106 -3%
PFM
1062
Potomac Fund Management
Florida
$450K -$64.7K -567 -13%
FAN
1063
Financial Advisors Network
California
$450K – – –
AWM
1064
Accurate Wealth Management
Florida
$447K -$4.22K -37 -1%
FM
1065
Family Management
New York
$446K -$116K -1,017 -21%
CT
1066
Chicago Trust
Illinois
$445K -$57.1K -500 -11%
CCWM
1067
Cassaday & Co Wealth Management
Virginia
$443K -$11.8K -103 -3%
OCM
1068
One Capital Management
California
$443K – – –
CC
1069
Courier Capital
New York
$441K – – –
SB
1070
SIG Brokerage
New York
$435K +$435K +3,808 New
CIA
1071
Choate Investment Advisors
Massachusetts
$433K +$22.3K +195 +5%
HIA
1072
Harbor Investment Advisory
Maryland
$432K +$68.5K +600 +19%
RRA
1073
Round Rock Advisors
Connecticut
$432K -$11.4K -100 -3%
EL
1074
EWA LLC
Pennsylvania
$430K -$14.6K -128 -3%
IIL
1075
Income Insurance Ltd
$429K – – –
41 42
43
44 45