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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
1676
Halbert Hargrove Global Advisors
California
$455K +$7.48K +16 +2%
CAC
1677
Certified Advisory Corp
Florida
$455K +$447K +957 New
ACA
1678
Affinity Capital Advisors
California
$454K -$9.82K -21 -2%
CAGAS
1679
Capital Advisory Group Advisory Services
Minnesota
$454K +$83.7K +179 +23%
CF
1680
Centaurus Financial
California
$453K -$215K -461 -33%
PFWA
1681
Paces Ferry Wealth Advisors
Georgia
$452K -$23.4K -50 -5%
SMFG
1682
Sumitomo Mitsui Financial Group
Japan
$451K -$25.2K -54 -5%
WWM
1683
Windsor Wealth Management
Indiana
$450K -$9.82K -21 -2%
DWM
1684
Destination Wealth Management
California
$448K +$6.54K +14 +2%
CAI
1685
Capital Advisors Inc
Oklahoma
$448K +$215K +460 +95%
WI
1686
Wedgewood Investors
Pennsylvania
$446K – – –
HI
1687
Harbour Investments
Wisconsin
$446K +$438K +937 New
CIP
1688
Convergence Investment Partners
Florida
$444K -$321K -687 -42%
PP
1689
PDS Planning
Ohio
$442K +$27.1K +58 +7%
CPSC
1690
Carl P. Sherr & Co
Massachusetts
$441K – – –
MAM
1691
McLean Asset Management
Virginia
$440K -$7.01K -15 -2%
JIC
1692
Joel Isaacson & Co
New York
$436K -$73.4K -157 -15%
STA
1693
Summit Trail Advisors
New York
$436K -$23.8K -51 -5%
EP
1694
EPIQ Partners
Minnesota
$435K -$79.5K -170 -16%
CF
1695
Copperwynd Financial
Arizona
$435K +$100K +215 +31%
RA
1696
Rational Advisors
New York
$433K -$14K -30 -3%
SCA
1697
Stokes Capital Advisors
South Carolina
$430K – – –
MS
1698
Mizuho Securities
Japan
$429K +$293K +627 +228%
JCIA
1699
Jackson Creek Investment Advisors
Colorado
$425K +$22.9K +49 +6%
LC
1700
Landaas & Company
Wisconsin
$423K -$4.67K -10 -1%
66 67
68
69 70