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Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
4001
Summit Global Investments
Utah
$232K +$224K +663 New
PFA
4002
Pinnacle Family Advisors
Missouri
$232K -$338 -1 -0.2%
BBPWM
4003
Blue Bell Private Wealth Management
Pennsylvania
$232K +$30.8K +91 +16%
SC
4004
Slow Capital
California
$231K -$13.5K -40 -6%
TI
4005
tru Independence
Oregon
$231K +$2.03K +6 +0.9%
NCM
4006
NCM Capital Management
New Jersey
$230K +$222K +656 New
MWA
4007
Medallion Wealth Advisors
Connecticut
$230K – – –
CFA
4008
Capstone Financial Advisors
Illinois
$229K -$73.8K -218 -25%
MTC
4009
Matrix Trust Company
Colorado
$229K +$48.4K +143 +28%
PFG
4010
Pinnacle Financial Group
Illinois
$229K -$9.81K -29 -4%
CA
4011
Cumberland Advisors
Florida
$228K +$3.38K +10 +2%
NC
4012
NewSquare Capital
Pennsylvania
$227K +$182K +538 +485%
PCA
4013
Providence Capital Advisors
North Carolina
$227K -$74.4K -220 -25%
PF
4014
Penney Financial
Texas
$226K – – –
CW
4015
Code Waechter
Florida
$226K -$11.8K -35 -5%
CIA
4016
Cladis Investment Advisory
Montana
$226K -$33.8K -100 -13%
CIM
4017
Confluence Investment Management
Missouri
$226K +$218K +644 New
ACM
4018
Advance Capital Management
Michigan
$225K +$217K +642 New
DAM
4019
Doheny Asset Management
California
$225K +$218K +643 New
GSC
4020
G&S Capital
Colorado
$225K +$3.04K +9 +1%
CFG
4021
Cosner Financial Group
Colorado
$224K – – –
UOTTAIMCU
4022
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$224K -$70.4K -208 -25%
PAG
4023
Poinciana Advisors Group
Florida
$223K +$216K +637 New
SAS
4024
Stelac Advisory Services
New York
$223K -$504K -1,488 -70%
PWM
4025
Provident Wealth Management
Tennessee
$222K – – –
159 160
161
162 163