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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
2901
Aveo Capital Partners
Colorado
$3.04M +$3.2M +24,899 New
CWM
2902
Campbell Wealth Management
Virginia
$3.04M -$31.6K -246 -1%
PFC
2903
Phocas Financial Corp
California
$3.04M +$604K +4,706 +23%
IFA
2904
Interactive Financial Advisors
Illinois
$3.03M -$1.86M -14,503 -37%
AWM
2905
Accel Wealth Management
Iowa
$3.02M +$91.3K +711 +3%
CWA
2906
Choice Wealth Advisors
Maine
$3.02M -$2.34M -18,195 -42%
SIM
2907
Sterling Investment Management
Arizona
$3.02M -$139K -1,082 -4%
HI
2908
Human Investing
Oregon
$3M -$374K -2,910 -11%
SICM
2909
Sustainable Insight Capital Management
New York
$3M -$823K -6,409 -21%
BEI
2910
Benjamin Edwards Inc
Missouri
$3M -$221K -1,719 -7%
BCM
2911
Birmingham Capital Management
Alabama
$3M -$38.5K -300 -1%
PIM
2912
Parker Investment Management
California
$3M +$25.4K +198 +0.8%
MFG
2913
Menard Financial Group
Texas
$3M +$135K +1,051 +4%
PC
2914
Peavine Capital
Nevada
$2.99M – – –
PWM
2915
PRW Wealth Management
Massachusetts
$2.98M -$623K -4,857 -17%
EIA
2916
Eldridge Investment Advisors
New Hampshire
$2.98M – – –
PCMC
2917
Paragon Capital Management (Colorado)
Colorado
$2.98M -$270K -2,107 -8%
CIAS
2918
CBIZ Investment Advisory Services
Ohio
$2.98M – – –
CP
2919
Capital Planning
Washington
$2.98M +$24.3K +189 +0.8%
CCM
2920
Compass Capital Management
Minnesota
$2.98M +$4.62K +36 +0.1%
PPW
2921
Pasadena Private Wealth
California
$2.97M -$11.7K -91 -0.4%
FMT
2922
First Mercantile Trust
Tennessee
$2.97M +$46.2K +360 +2%
NFP
2923
Narus Financial Partners
Utah
$2.97M +$3.12M +24,283 New
NWA
2924
New World Advisors
Massachusetts
$2.95M +$275K +2,139 +10%
CCM
2925
Coe Capital Management
Illinois
$2.95M -$535K -4,170 -15%
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