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Name Holding Trade Value Shares
Change 		Change in
Stake
PCFFS
2876
Pacific Center for Financial Services
California
$5.82M -$23.2K -147 -0.4%
DOA
2877
D'Orazio & Associates
Virginia
$5.81M +$205K +1,295 +4%
DG
2878
Doman Group
New York
$5.8M +$5.17M +32,689 New
IIL
2879
Insight Inv LLC
California
$5.8M +$5.17M +32,686 New
CWM
2880
Cherrydale Wealth Management
New Jersey
$5.8M +$5.16M +32,665 New
EFG
2881
Everhart Financial Group
Ohio
$5.79M +$642K +4,063 +14%
BIM
2882
Barton Investment Management
Pennsylvania
$5.79M +$829K +5,245 +19%
KCM
2883
KLK Capital Management
California
$5.77M -$169K -1,072 -3%
VC
2884
Veracity Capital
Georgia
$5.77M +$71.9K +455 +1%
KBFS
2885
Kohmann Bosshard Financial Services
Ohio
$5.77M +$1.17M +7,377 +29%
FA
2886
Fermata Advisors
California
$5.77M +$80.8K +511 +2%
SAM
2887
Strategy Asset Managers
California
$5.76M -$4.47M -28,299 -47%
AIFAIM
2888
American Institute for Advanced Investment Management
Arizona
$5.76M -$90.1K -570 -2%
PLFAM
2889
Pineno Levin & Ford Asset Management
Virginia
$5.75M +$397K +2,511 +8%
SB
2890
Sunflower Bank
Texas
$5.75M +$357K +2,259 +8%
GCM
2891
Glynn Capital Management
California
$5.74M – – –
FCB
2892
First Command Bank
Texas
$5.73M – – –
FFMBT
2893
First Farmers & Merchants Bank Trust
Tennessee
$5.73M +$5.1M +32,249 New
GC
2894
Gould Capital
Washington
$5.71M +$5.09M +32,177 New
VFM
2895
Vivid Financial Management
California
$5.7M +$92.5K +585 +2%
PFC
2896
Phocas Financial Corp
California
$5.69M -$74.9K -474 -1%
MA
2897
MBA Advisors
Pennsylvania
$5.69M +$830K +5,253 +20%
CSPAM
2898
Cary Street Partners Asset Management
Virginia
$5.68M -$399K -2,524 -7%
RDIA
2899
RE Dickinson Investment Advisors
Iowa
$5.68M +$5.06M +31,993 New
LCM
2900
Lattice Capital Management
Washington
$5.66M +$5.04M +31,900 New
114 115
116
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