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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1576
Visionary Wealth Advisors
Illinois
$237K +$255K +745 New
BOS
1577
Bingham Osborn & Scarborough
California
$235K +$31.1K +91 +14%
CIA
1578
Capital Investment Advisors
Georgia
$234K -$22.6K -66 -8%
LF
1579
Lantz Financial
Illinois
$234K -$10.6K -31 -4%
CBA
1580
Coastal Bridge Advisors
Connecticut
$233K -$18.5K -54 -7%
SICM
1581
Sustainable Insight Capital Management
New York
$233K +$250K +732 New
WCM
1582
Washburn Capital Management
Florida
$233K +$250K +732 New
WCM
1583
Weld Capital Management
New York
$233K +$251K +733 New
TFGT
1584
TS Financial Group (TSFG)
Illinois
$231K -$42.8K -125 -15%
WA
1585
Winfield Associates
Ohio
$231K +$248K +725 New
PAS
1586
Partnervest Advisory Services
California
$228K +$29.1K +85 +13%
CL
1587
CPWM LLC
Washington
$227K -$28.7K -84 -11%
IC
1588
Inscription Capital
Texas
$227K -$27.4K -80 -10%
NNP
1589
Nachman Norwood & Parrott
South Carolina
$227K -$2.39K -7 -1%
NAS
1590
Nicolet Advisory Services
Wisconsin
$227K +$244K +714 New
STA
1591
Summit Trail Advisors
New York
$227K +$244K +714 New
JA
1592
JOYN Advisors
Georgia
$225K +$18.8K +55 +8%
VCA
1593
Verdence Capital Advisors
Maryland
$223K +$684 +2 +0.3%
AWM
1594
Atticus Wealth Management
Florida
$223K +$94.4K +276 +65%
MGAM
1595
McGowan Group Asset Management
Texas
$222K – – –
AP
1596
Adero Partners
California
$222K +$239K +699 New
SAG
1597
Spotlight Asset Group
Illinois
$220K – – –
VST
1598
Van Strum & Towne
California
$220K – – –
WDL
1599
Well Done LLC
Michigan
$220K +$237K +692 New
GW
1600
GW & Wade
Massachusetts
$218K +$234K +685 New
62 63
64
65 66