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Name Holding Trade Value Shares
Change 		Change in
Stake
CWG
1926
Cornerstone Wealth Group
North Carolina
$531K +$34.1K +845 +7%
VFPW
1927
Vantage Financial Partners (Wisconsin)
Wisconsin
$531K -$3.55K -88 -0.7%
DTL
1928
Dynamic Technology Lab
Singapore
$530K +$518K +12,841 New
CANY
1929
Caxton Associates (New York)
New York
$529K -$191K -4,741 -27%
A
1930
AlphaQuest
New York
$528K +$516K +12,793 +75,253%
JSL
1931
JT Stratford LLC
Georgia
$528K -$1.22M -30,381 -70%
EAM
1932
Empirical Asset Management
Massachusetts
$526K -$156K -3,878 -23%
OF
1933
Outfitter Financial
Maine
$525K -$2.62K -65 -0.5%
GA
1934
Geller Advisors
New York
$525K -$21.1K -524 -4%
KA
1935
Kooman & Associates
Pennsylvania
$523K +$209K +5,198 +69%
AO
1936
Advisor OS
Illinois
$522K -$172K -4,268 -25%
SWA
1937
Sax Wealth Advisors
New Jersey
$522K +$108K +2,689 +27%
WA
1938
Wealth Architects
California
$522K +$242 +6 +0%
JAG
1939
Journey Advisory Group
Kentucky
$521K -$76.6K -1,900 -13%
QCIG
1940
Quad-Cities Investment Group
Iowa
$521K -$20.1K -499 -4%
TT
1941
TI-Trust
Illinois
$521K – – –
PJSIMP
1942
P.J. Schmidt Investment Management (PJS)
Wisconsin
$520K -$12.1K -300 -2%
HP
1943
Hyperion Partners
Pennsylvania
$520K -$6.97K -173 -1%
HB
1944
HTLF Bank
Colorado
$520K -$36.5K -906 -7%
SCM
1945
Stonehearth Capital Management
Massachusetts
$520K -$1.01K -25 -0.2%
CIM
1946
CIM Investment Management
Pennsylvania
$519K -$4.19K -104 -0.8%
IHL
1947
Investment House LLC
California
$518K +$71.9K +1,783 +17%
SAF
1948
Smith Anglin Financial
Texas
$518K +$4.23K +105 +0.8%
WDG
1949
Wealth Dimensions Group
Ohio
$518K +$1.98K +49 +0.4%
SFC
1950
Strategic Financial Concepts
Texas
$518K +$5.61M +139,249 +867%
76 77
78
79 80