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Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
1126
Ausdal Financial Partners
Iowa
$565K -$50K -697 -9%
HFW
1127
Horizon Family Wealth
Illinois
$563K -$7.97K -111 -1%
HA
1128
Harbor Advisors
Florida
$562K – – –
BCM
1129
BluePath Capital Management
Georgia
$560K +$59.6K +830 +13%
MGIA
1130
Moneta Group Investment Advisors
Missouri
$560K +$103K +1,438 +25%
PWM
1131
Power Wealth Management
Georgia
$556K -$82.9K -1,155 -14%
ZIG
1132
Zuckerman Investment Group
Illinois
$555K -$1.79K -25 -0.3%
KIA
1133
Knollwood Investment Advisory
Maryland
$554K – – –
BAM
1134
Blueshift Asset Management
New Jersey
$553K -$25.3K -352 -5%
DWA
1135
Delap Wealth Advisory
Oregon
$551K +$514K +7,154 New
CCM
1136
Conway Capital Management
California
$550K +$513K +7,150 New
EML
1137
Eos Management LP
New York
$550K +$513K +7,142 New
GPI
1138
General Partner Inc
Pennsylvania
$549K +$512K +7,132 New
OA
1139
Oxbow Advisors
Texas
$542K +$17.6K +245 +4%
VF
1140
VitalStone Financial
Texas
$540K -$19.3K -269 -4%
BOC
1141
Barbara Oil Co
Illinois
$539K +$502K +7,000 New
GFP
1142
Gryphon Financial Partners
Ohio
$538K +$501K +6,982 New
CP
1143
Canopy Partners
Ohio
$535K -$34.8K -485 -7%
CFP
1144
Catalyst Financial Partners
Massachusetts
$534K +$164K +2,283 +44%
AIA
1145
Angeles Investment Advisors
California
$533K -$42.5K -592 -8%
CIM
1146
CIM Investment Management
Pennsylvania
$529K – – –
SIP
1147
Stoneridge Investment Partners
Pennsylvania
$525K -$368K -5,125 -43%
KWM
1148
Kolinsky Wealth Management
New Jersey
$525K +$16.9K +235 +4%
UB
1149
UMB Bank
Missouri
$523K -$1.72K -24 -0.4%
LHC
1150
Little House Capital
Massachusetts
$523K +$488K +6,795 New
44 45
46
47 48