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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3426
Hofer & Associates
California
$5.8M -$218K -965 -4%
FI
3427
Finivi Inc
Massachusetts
$5.79M +$50.8K +225 +1%
GAAM
3428
Guinness Atkinson Asset Management
California
$5.78M -$443K -1,959 -8%
VPF
3429
Vantage Point Financial
Illinois
$5.78M +$290K +1,284 +6%
FFC
3430
Frederick Financial Consultants
Maryland
$5.78M +$135K +596 +3%
AWM
3431
Aberdeen Wealth Management
Illinois
$5.76M – – –
HL
3432
HeadInvest LLC
Maine
$5.76M -$1.04M -4,592 -17%
FNBSF
3433
First National Bank Sioux Falls
South Dakota
$5.75M +$50.2K +222 +1%
SWA
3434
Strata Wealth Advisors
Texas
$5.75M +$7.46K +33 +0.1%
BFA
3435
Brown Financial Advisors
Ohio
$5.74M -$19.2K -85 -0.4%
NFC
3436
Northstar Financial Companies
Pennsylvania
$5.73M -$80.4K -356 -2%
FFS
3437
Flavin Financial Services
Florida
$5.73M +$563K +2,492 +12%
USWIA
3438
UP Strategic Wealth Investment Advisors
Pennsylvania
$5.72M -$43.4K -192 -0.8%
LSA
3439
Lion Street Advisors
Texas
$5.7M +$2.26M +9,992 +36%
CG
3440
Carmignac Gestion
France
$5.7M -$1.31M -5,796 -21%
VCM
3441
Virtue Capital Management
Tennessee
$5.69M -$1.54M -6,797 -21%
ACA
3442
American Capital Advisory
Idaho
$5.69M -$139K -617 -3%
PCM
3443
Pointe Capital Management
Michigan
$5.69M -$27.1K -120 -0.5%
ACM
3444
Aspen Capital Management
Idaho
$5.68M +$64.2K +284 +1%
FAP
3445
Financial Advisory Partners
Florida
$5.68M -$70.5K -312 -1%
WCM
3446
Wedge Capital Management
North Carolina
$5.67M – – –
SWM
3447
SilverOak Wealth Management
Minnesota
$5.67M +$531K +2,350 +12%
GCM
3448
Genus Capital Management
British Columbia, Canada
$5.67M +$281K +1,244 +6%
FCM
3449
Family Capital Management
Michigan
$5.67M +$286K +1,265 +6%
AIFAIM
3450
American Institute for Advanced Investment Management
Arizona
$5.66M -$72.3K -320 -1%
136 137
138
139 140