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Name Holding Trade Value Shares
Change 		Change in
Stake
KF
2726
KKM Financial
Illinois
$10.6M +$952K +4,039 +10%
CG
2727
Clarus Group
Texas
$10.6M -$43.4K -184 -0.4%
MFA
2728
Morling Financial Advisors
California
$10.6M -$194K -822 -2%
CIG
2729
Cairn Investment Group
Washington
$10.6M -$2.23M -9,467 -18%
KIM
2730
Kane Investment Management
California
$10.6M +$9.96M +42,241 New
TC
2731
Truvestments Capital
Florida
$10.6M +$424K +1,800 +4%
BOS
2732
Bank of Stockton
California
$10.6M -$249K -1,056 -2%
TCOK
2733
Trust Company of Kansas
Kansas
$10.6M -$151K -639 -1%
DCM
2734
Delta Capital Management
New Jersey
$10.6M -$33K -140 -0.3%
SW
2735
Simplicity Wealth
New Jersey
$10.6M -$3.59M -15,222 -27%
TC
2736
TFR Capital
Texas
$10.6M +$9.93M +42,143 New
HAS
2737
HBW Advisory Services
California
$10.5M +$1.83M +7,752 +23%
GBI
2738
GP Brinson Investments
Illinois
$10.5M – – –
DOA
2739
D'Orazio & Associates
Virginia
$10.5M +$326K +1,385 +3%
RWM
2740
RBA Wealth Management
California
$10.5M -$335K -1,423 -3%
CPC
2741
Congress Park Capital
New York
$10.5M -$400K -1,699 -4%
OWMIAS
2742
One Wealth Management Investment & Advisory Services
Florida
$10.5M +$193K +819 +2%
BDL
2743
Banque de Luxembourg
Luxembourg
$10.5M +$9.82M +41,669 New
CFIA
2744
Cantor Fitzgerald Investment Advisors
New York
$10.5M -$309K -1,313 -3%
FFA
2745
Fi3 Financial Advisors
Indiana
$10.5M -$116K -494 -1%
GCA
2746
Genesee Capital Advisors
New York
$10.5M -$97.8K -415 -1%
DBRC
2747
D.B. Root & Company
Pennsylvania
$10.5M -$409K -1,736 -4%
PCI
2748
Planning Center Inc
Illinois
$10.4M +$1.39M +5,916 +17%
TPW
2749
Transatlantique Private Wealth
New York
$10.4M -$42.4K -180 -0.4%
RCM
2750
Ravenstone Capital Management
$10.4M +$101K +430 +1%
108 109
110
111 112