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Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
2551
Quantum Financial Advisors
California
$491K – – –
CWG
2552
Crown Wealth Group
North Carolina
$488K +$97.7K +480 +21%
CA
2553
Calton & Associates
Florida
$487K -$4.88K -24 -0.9%
TCWM
2554
Total Clarity Wealth Management
Illinois
$487K +$10.6K +52 +2%
SC
2555
Saiph Capital
New Jersey
$486K +$3.05K +15 +0.6%
CAM
2556
Claret Asset Management
Quebec, Canada
$484K +$6.11K +30 +1%
BC
2557
Bowman & Company
Wisconsin
$484K +$21.8K +107 +4%
SFG
2558
Summit Financial Group
West Virginia
$481K -$6.51K -32 -1%
CCI
2559
Credit Capital Investments
New Jersey
$480K +$549K +2,700 New
VAG
2560
VisionPoint Advisory Group
Texas
$478K -$3.14M -15,438 -85%
MAM
2561
Marotta Asset Management
Virginia
$476K -$7.73K -38 -1%
PFM
2562
Premier Fund Managers
United Kingdom
$476K -$40.4M -198,662 -99%
CF
2563
Copperwynd Financial
Arizona
$476K -$17.5K -86 -3%
DWM
2564
Darwin Wealth Management
Florida
$473K -$48.6K -239 -9%
MIAS
2565
Mason Investment Advisory Services
Virginia
$473K +$3.26K +16 +0.6%
WFMPM
2566
Woodley Farra Manion Portfolio Management
Indiana
$472K -$24.6K -121 -4%
FCM
2567
Fourpath Capital Management
Oklahoma
$471K -$72.8K -358 -12%
FCA
2568
FinTrust Capital Advisors
South Carolina
$471K +$7.94K +39 +2%
NMG
2569
New Millennium Group
Utah
$471K +$20.3K +100 +4%
RCG
2570
Rock Creek Group
District of Columbia
$471K +$93.8K +461 +21%
UCB
2571
United Community Bank
South Carolina
$471K +$43.8K +215 +9%
CWM
2572
Cahaba Wealth Management
Georgia
$470K +$13.2K +65 +3%
KFSC
2573
Keystone Financial Services (Colorado)
Colorado
$469K -$14K -69 -3%
JSL
2574
JT Stratford LLC
Georgia
$465K -$366K -1,801 -41%
WFM
2575
Wolff Financial Management
Michigan
$464K – – –
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