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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
5201
SoundView Advisors
Washington
$1.42M – – –
RBC
5202
Roble Belko & Company
Pennsylvania
$1.41M -$61.9K -238 -4%
3FI
5203
3 Factor Indexing
California
$1.41M +$1.45M +5,569 New
YAL
5204
Your Advocates Ltd
Texas
$1.41M -$6.25K -24 -0.4%
SWCM
5205
Sullivan Wood Capital Management
District of Columbia
$1.41M -$78.1K -300 -5%
HA
5206
HC Advisors
Georgia
$1.41M +$1.04K +4 +0.1%
LOIP
5207
Live Oak Investment Partners
Texas
$1.41M -$1.36M -5,242 -49%
CWGL
5208
Cedrus Wealth Group LLC
Minnesota
$1.4M +$130K +498 +10%
SCA
5209
Sulzberger Capital Advisors
Florida
$1.4M -$22.1K -85 -2%
KDA
5210
Kraft Davis & Associates
Missouri
$1.39M -$45.8K -176 -3%
LWMI
5211
Legacy Wealth Management (Idaho)
Idaho
$1.39M +$3.9K +15 +0.3%
WIM
5212
Waycross Investment Management
Washington
$1.39M -$25.2K -97 -2%
SFM
5213
Stack Financial Management
Montana
$1.39M -$179K -687 -11%
TC
5214
Tacita Capital
Ontario, Canada
$1.39M -$103K -395 -7%
DFG
5215
Dynamic Financial Group
Iowa
$1.39M -$781 -3 -0.1%
SA
5216
Seneschal Advisors
Washington
$1.39M -$15.4K -59 -1%
SI
5217
Severin Investments
Missouri
$1.39M +$197K +757 +16%
SWM
5218
Shepherd Wealth Management
Ohio
$1.39M -$2.87M -11,009 -69%
GCG
5219
Gilbert Capital Group
Maine
$1.39M +$21.6K +83 +2%
IIM
5220
IFC & Insurance Marketing
California
$1.39M +$312K +1,197 +28%
PIM
5221
Parker Investment Management
California
$1.38M -$766K -2,942 -35%
HA
5222
HFG Advisors
Ohio
$1.38M +$289K +1,111 +26%
PIA
5223
Polaris Investment Advisors
Massachusetts
$1.38M – – –
SFP
5224
Strategic Financial Partners
Oregon
$1.38M -$521 -2 -0%
CWA
5225
Cornerstone Wealth Advisors
Minnesota
$1.38M -$328K -1,259 -19%
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209
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