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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1201
CRA Financial Services
New Jersey
$379K +$313K +2,652 New
ACM
1202
Arlington Capital Management
Illinois
$378K +$312K +2,643 New
FC
1203
Financial Consulate
Maryland
$378K +$312K +2,646 New
TCM
1204
Teza Capital Management
Illinois
$378K +$312K +2,646 New
RCM
1205
RB Capital Management
Nevada
$378K +$314K +2,661 New
SA
1206
SRH Advisors
Kansas
$377K +$1.42K +12 +0.5%
DI
1207
DFPG Investments
Utah
$377K +$34K +288 +12%
AP
1208
Atwood & Palmer
Missouri
$375K – – –
BFM
1209
Boston Financial Management
Massachusetts
$375K – – –
VC
1210
Vicus Capital
Pennsylvania
$373K +$308K +2,607 New
HCM
1211
Hall Capital Management
Rhode Island
$373K +$308K +2,610 New
IWS
1212
Insight Wealth Strategies
California
$373K +$308K +2,610 New
IA
1213
IFG Advisors
Missouri
$373K +$309K +2,613 New
TW
1214
Transform Wealth
Colorado
$372K -$68.4K -579 -18%
NSIM
1215
North Star Investment Management
Illinois
$371K +$46K +390 +18%
SWM
1216
Sugarloaf Wealth Management
Georgia
$371K +$74.4K +630 +32%
BIC
1217
Beach Investment Counsel
Pennsylvania
$371K +$306K +2,595 New
SIS
1218
Sound Income Strategies
Florida
$369K +$101K +852 +49%
BFA
1219
Beacon Financial Advisory
Ohio
$368K +$305K +2,580 New
CCM
1220
CWH Capital Management
Washington
$367K +$303K +2,565 New
HB
1221
Homrich & Berg
Georgia
$367K +$303K +2,565 New
AII
1222
AGF Investments Inc
Ontario, Canada
$367K +$303K +2,568 New
AG
1223
AlphaSimPlex Group
Massachusetts
$365K +$301K +2,550 New
TWP
1224
Total Wealth Planning
Ohio
$365K +$301K +2,550 New
S
1225
Seeyond
France
$363K -$396K -3,357 -57%
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