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Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
1201
Godsey & Gibb Inc
Virginia
$7.16K – – –
CI
1202
Cordant Inc
Oregon
$7.16K +$6.82K +50 New
MGI
1203
Miller Global Investments
Texas
$6.87K – – –
TM
1204
Torren Management
California
$6.73K – – –
SGK
1205
Steigerwald Gordon & Koch
Virginia
$6.58K – – –
CFM
1206
Cornerstone Financial Management
Massachusetts
$6.58K +$1.5K +11 +31%
JSAM
1207
J. Safra Asset Management
New York
$6.3K -$818 -6 -12%
HWA
1208
Heritage Wealth Advisors
Virginia
$6.3K – – –
BHWM
1209
Bay Harbor Wealth Management
Maryland
$6.3K +$1.91K +14 +47%
BFPW
1210
BOK Financial Private Wealth
Colorado
$6.15K +$5.87K +43 New
CFFP
1211
Center for Financial Planning
Michigan
$5.72K – – –
RWM
1212
Raffa Wealth Management
District of Columbia
$5.72K +$955 +7 +21%
CSB
1213
City State Bank
Iowa
$5.44K – – –
MCA
1214
McGuire Capital Advisors
Oklahoma
$5.29K +$4.09K +30 +429%
CYG
1215
Clean Yield Group
Vermont
$5.01K – – –
PFA
1216
Pillar Financial Advisors
Kentucky
$5.01K – – –
HFS
1217
Hughes Financial Services
Virginia
$4.87K +$2.32K +17 +100%
MLA
1218
MB, Levis & Associates
Pennsylvania
$4.72K – – –
PS
1219
Planning Strategies
Pennsylvania
$4.72K +$4.5K +33 New
ADL
1220
Asset Dedication LLC
California
$4.58K +$3K +22 +220%
PWA
1221
Principia Wealth Advisory
Texas
$4.44K – – –
LF
1222
LifeSteps Financial
California
$4.29K +$4.09K +30 New
FCAS
1223
First Command Advisory Services
Texas
$4.15K -$22.8K -167 -85%
OPTFSNA
1224
Old Point Trust & Financial Services N A
Virginia
$4.15K – – –
MIM
1225
Marshall Investment Management
Colorado
$4.15K +$3.96K +29 New
47 48
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