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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
2551
West Michigan Advisors
Michigan
$7.91M +$221K +1,215 +3%
TIM
2552
Thompson Investment Management
Wisconsin
$7.91M -$183K -1,007 -2%
DRD
2553
Dennis R. Delaney
$7.9M +$4.55K +25 +0.1%
PPA
2554
Painted Porch Advisors
California
$7.9M +$1.4M +7,692 +20%
CCFM
2555
Clear Creek Financial Management
Washington
$7.88M +$493K +2,712 +6%
PFM
2556
Peak Financial Management
Massachusetts
$7.87M -$1M -5,513 -11%
IAG
2557
Investmark Advisory Group
Connecticut
$7.86M -$134K -735 -2%
HT
2558
Headlands Technologies
Illinois
$7.86M -$32M -176,118 -79%
CAWM
2559
Capital Advisors Wealth Management
Washington
$7.85M -$351K -1,928 -4%
KHLMTHM
2560
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.85M +$4.44M +24,428 +115%
CP
2561
Canopy Partners
Ohio
$7.84M +$488K +2,683 +6%
GWM
2562
GSB Wealth Management
Connecticut
$7.84M +$54.9K +302 +0.7%
DWA
2563
Delap Wealth Advisory
Oregon
$7.83M +$4.92M +27,065 +145%
CPC
2564
Congress Park Capital
New York
$7.83M -$1.06M -5,839 -11%
WAC
2565
William Allan Corp
Colorado
$7.82M +$162K +891 +2%
WGCA
2566
Wolf Group Capital Advisors
Virginia
$7.82M – – –
KFS
2567
Keynote Financial Services
Connecticut
$7.8M +$8.27M +45,477 New
SCG
2568
Sonata Capital Group
Washington
$7.8M -$123K -676 -1%
MAM
2569
Milestone Asset Management
Pennsylvania
$7.8M +$6.91M +38,000 +509%
PGA
2570
Portland Global Advisors
Maine
$7.79M -$780K -4,291 -9%
PSF
2571
Pacific Sun Financial
California
$7.79M +$881K +4,846 +12%
SCM
2572
Shorepath Capital Management
Utah
$7.78M +$2.02M +11,082 +32%
ACA
2573
Atlas Capital Advisors
Wyoming
$7.78M -$5.06M -27,823 -38%
VAS
2574
Vestmark Advisory Solutions
Massachusetts
$7.77M -$553K -3,040 -6%
IIM
2575
Intact Investment Management
Quebec, Canada
$7.77M +$327K +1,800 +4%
101 102
103
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