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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1951
Core Alternative Capital
Georgia
$320K +$190K +2,106 +116%
CHJWM
1952
Carlton Hofferkamp & Jenks Wealth Management
Texas
$320K +$8.82K +98 +3%
IPAM
1953
Investment Partners Asset Management
New Jersey
$319K +$2.25K +25 +0.6%
JCM
1954
Jacobsen Capital Management
Utah
$317K -$1.26K -14 -0.4%
RIG
1955
RiverFront Investment Group
Virginia
$316K +$349K +3,873 New
SYBT
1956
Stock Yards Bank & Trust
Kentucky
$316K -$630 -7 -0.2%
CCWP
1957
Cedar Cove Wealth Partners
Minnesota
$315K +$347K +3,854 New
PA
1958
PFG Advisors
Arizona
$315K +$4.5K +50 +1%
CFO
1959
CVA Family Office
Colorado
$315K -$54.7K -608 -14%
GFPC
1960
Global Financial Private Client
Florida
$314K +$5.76K +64 +2%
BHPW
1961
Box Hill Private Wealth
Arizona
$314K +$346K +3,841 New
CFGW
1962
Chancellor Financial Group WB
Pennsylvania
$314K – – –
MW
1963
Marble Wealth
Alabama
$313K +$344K +3,825 New
VA
1964
Valmark Advisers
Ohio
$312K +$14.9K +166 +5%
FGI
1965
Foresight Global Investors
New York
$312K – – –
ZI
1966
ZEGA Investments
Florida
$311K +$1.44K +16 +0.4%
VW
1967
Vantus Wealth
Pennsylvania
$310K +$342K +3,800 New
FC
1968
Fusion Capital
South Carolina
$309K +$2.25K +25 +0.7%
NFG
1969
Northbridge Financial Group
Florida
$309K +$340K +3,778 New
SAMT
1970
Select Asset Management & Trust
Pennsylvania
$308K +$33.7K +374 +11%
FFA
1971
Fi3 Financial Advisors
Indiana
$308K +$7.56K +84 +2%
4WM
1972
49 Wealth Management
Texas
$306K +$61.4K +682 +22%
BFA
1973
Beacon Financial Advisory
Ohio
$306K +$45.9K +510 +16%
IP
1974
Ignite Planners
California
$306K +$58.8K +653 +21%
NRI
1975
NFP Retirement Inc
California
$305K +$6.03K +67 +2%
77 78
79
80 81