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Name Holding Trade Value Shares
Change 		Change in
Stake
AOI
3226
Auto-Owners Insurance
Michigan
$6.26M – – –
SWRP
3227
Summit Wealth & Retirement Planning
California
$6.26M -$12.5K -54 -0.2%
IP
3228
Interval Partners
New York
$6.26M +$6.53M +28,168 New
WFA
3229
WMG Financial Advisors
Tennessee
$6.25M +$144K +621 +2%
PRA
3230
Pine Ridge Advisers
New York
$6.25M -$4.78M -20,640 -42%
AR
3231
Advisory Research
Illinois
$6.23M +$4.84M +20,875 +290%
CA
3232
CWC Advisors
Oregon
$6.22M +$1.02M +4,395 +19%
CGH
3233
CMG Global Holdings
Texas
$6.22M -$455K -1,966 -6%
RCS
3234
Retirement Capital Strategies
California
$6.22M -$13K -56 -0.2%
LSA
3235
Lion Street Advisors
Texas
$6.21M +$498K +2,150 +8%
WOC
3236
West Oak Capital
California
$6.21M -$145K -625 -2%
SPA
3237
Sentinel Pension Advisors
Massachusetts
$6.2M +$36.1K +156 +0.6%
CA
3238
Clune & Associates
Illinois
$6.2M -$283K -1,223 -4%
RCA
3239
Runnymede Capital Advisors
Ohio
$6.2M -$119K -514 -2%
BIA
3240
Bell Investment Advisors
California
$6.2M -$27.6K -119 -0.4%
BWA
3241
Burt Wealth Advisors
Maryland
$6.2M +$105K +454 +2%
HCM
3242
Hengehold Capital Management
Ohio
$6.18M +$162K +700 +3%
BOM
3243
Bank of Marin
California
$6.18M -$20.6K -89 -0.3%
RAM
3244
Ramirez Asset Management
New York
$6.18M -$32K -138 -0.5%
TMWM
3245
Taylor & Morgan Wealth Management
Michigan
$6.16M -$111K -478 -2%
WW
3246
Westshore Wealth
California
$6.16M +$232 +1 +0%
FB
3247
First Bancorp
Maine
$6.16M -$177K -766 -3%
SA
3248
SFI Advisors
New Jersey
$6.16M +$9.04K +39 +0.1%
CFFP
3249
Center for Financial Planning
Michigan
$6.14M -$313K -1,350 -5%
MSK
3250
Melissa S. Kampmann
$6.14M -$171K -738 -3%
128 129
130
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