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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
1251
Clear Creek Financial Management
Washington
$278K +$12.3K +145 +3%
SFO
1252
Stokes Family Office
Louisiana
$277K -$25.9K -304 -6%
VA
1253
Valmark Advisers
Ohio
$277K -$24.9K -293 -6%
JSW
1254
Journey Strategic Wealth
New Jersey
$277K +$373K +4,385 New
DP
1255
Dearborn Partners
Illinois
$276K -$28.6K -336 -7%
MG
1256
Mather Group
Illinois
$275K -$66.2K -777 -15%
BCA
1257
Bay Colony Advisors
Massachusetts
$275K +$8.52K +100 +2%
TCM
1258
Tandem Capital Management
New Jersey
$274K +$19.2K +225 +5%
ACS
1259
Archford Capital Strategies
Illinois
$272K -$540K -6,337 -60%
LIA
1260
LBMC Investment Advisors
Tennessee
$272K – – –
WWM
1261
Westwood Wealth Management
California
$271K -$22K -258 -6%
WJA
1262
Willis Johnson & Associates
Texas
$271K -$12.1K -142 -3%
CDH
1263
Charles D. Hyman
$271K – – –
CAC
1264
Certified Advisory Corp
Florida
$271K +$39.3K +461 +12%
HHGA
1265
Halbert Hargrove Global Advisors
California
$270K -$17.5K -205 -5%
FAN
1266
Financial Advisors Network
California
$267K – – –
SW
1267
SkyOak Wealth
Michigan
$267K +$85.1K +1,000 +31%
HAS
1268
HBW Advisory Services
California
$267K +$103K +1,214 +40%
PFP
1269
Paragon Financial Partners
California
$266K – – –
AA
1270
Advisory Alpha
Michigan
$266K +$37.2K +437 +12%
FUBT
1271
First United Bank & Trust
Maryland
$266K +$126K +1,480 +54%
AF
1272
Alerus Financial
North Dakota
$264K -$3.22M -37,774 -90%
TPCW
1273
TD Private Client Wealth
New York
$264K -$54.1K -635 -13%
CPO
1274
Cerity Partners OCIO
New York
$262K -$20K -235 -5%
SMF
1275
Sterling Manor Financial
New York
$262K – – –
49 50
51
52 53