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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1701
Catalyst Financial Partners
Massachusetts
$723K +$51.5K +120 +7%
BA
1702
Ballast Advisors
Minnesota
$723K +$87.9K +205 +12%
BTWM
1703
Brass Tax Wealth Management
Ohio
$720K +$52.7K +123 +7%
BOM
1704
Bank of Marin
California
$719K -$124K -290 -13%
FW
1705
FullCircle Wealth
Texas
$718K +$63K +147 +8%
PDL
1706
Portfolio Design Labs
California
$717K -$1.38M -3,208 -63%
FMN
1707
Financial Management Network
California
$717K -$157K -365 -15%
BCM
1708
Boltwood Capital Management
California
$716K -$20.2K -47 -2%
JIP
1709
Jaffetilchin Investment Partners
Florida
$715K +$17.6K +41 +2%
SPC
1710
Spirepoint Private Client
Florida
$713K -$385K -897 -33%
PG
1711
Proffitt & Goodson
Tennessee
$711K +$24K +56 +3%
AIC
1712
Archer Investment Corporation
Indiana
$706K -$59.2K -138 -7%
SIM
1713
Sentry Investment Management
Wisconsin
$705K -$265K -618 -23%
VCM
1714
Virtue Capital Management
Tennessee
$705K +$260K +606 +49%
IA
1715
Intellus Advisors
Florida
$702K +$14.6K +34 +2%
CAG
1716
Cypress Advisory Group
Arizona
$702K +$142K +330 +22%
CCM
1717
Chiron Capital Management
Florida
$702K +$785K +1,830 New
KFS
1718
Kaizen Financial Strategies
California
$701K +$22.3K +52 +3%
GFP
1719
Gryphon Financial Partners
Ohio
$701K +$13.3K +31 +2%
RIA
1720
Regal Investment Advisors
Michigan
$700K +$184K +428 +31%
RWM
1721
Riverbend Wealth Management
South Carolina
$700K +$216K +504 +38%
AWM
1722
Aviso Wealth Management
Washington
$697K +$124K +290 +19%
APW
1723
Acima Private Wealth
Virginia
$696K – – –
AFP
1724
Ausdal Financial Partners
Iowa
$695K +$18.9K +44 +2%
KCIC
1725
Kuhn & Co Investment Counsel
Illinois
$692K +$1.29K +3 +0.2%
67 68
69
70 71