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Name Holding Trade Value Shares
Change 		Change in
Stake
SAS
1801
Stelac Advisory Services
New York
$663K +$37.9K +962 +6%
IHL
1802
Investment House LLC
California
$662K – – –
VFPI
1803
Vantage Financial Partners (Illinois)
Illinois
$661K -$35.5K -900 -5%
CAM
1804
Covenant Asset Management
New Jersey
$661K -$430K -10,905 -39%
AG
1805
Algert Global
California
$661K +$98.6K +2,500 +17%
FAG
1806
Fortitude Advisory Group
Washington
$660K +$10.1K +255 +2%
LWM
1807
Liberty Wealth Management
California
$660K +$669K +16,971 New
SIA
1808
Schechter Investment Advisors
Michigan
$659K -$123K -3,120 -16%
LSA
1809
Lion Street Advisors
Texas
$658K +$667K +16,920 New
SAM
1810
Summit Asset Management
Tennessee
$658K -$57.9K -1,467 -8%
RC
1811
Reik & Co
New York
$658K -$27.7K -702 -4%
EA
1812
Emerald Advisors
Washington
$654K +$25.9K +656 +4%
TA
1813
TFG Advisers
Michigan
$654K -$15.5K -393 -2%
RFA
1814
Register Financial Advisors
Georgia
$654K +$28.9K +734 +5%
CSC
1815
Caldwell Sutter Capital
California
$652K +$330K +8,373 +100%
IC
1816
Inscription Capital
Texas
$652K -$4.89K -124 -0.7%
PWM
1817
Penobscot Wealth Management
Maine
$651K +$92.4K +2,342 +16%
PP
1818
PDS Planning
Ohio
$648K +$193K +4,885 +42%
WA
1819
Waverly Advisors
Alabama
$646K -$147K -3,736 -18%
SFS
1820
Stiles Financial Services
Minnesota
$646K -$19.4K -492 -3%
CFP
1821
Catalyst Financial Partners
Massachusetts
$646K +$255K +6,471 +64%
AC
1822
ASB Consultores
Florida
$644K +$653K +16,565 New
ITIM
1823
Indiana Trust & Investment Management
Indiana
$641K -$42K -1,064 -6%
FA
1824
Faithward Advisors
Pennsylvania
$640K +$127K +3,229 +23%
CAM
1825
Cozad Asset Management
Illinois
$639K -$40.5K -1,027 -6%
71 72
73
74 75