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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
2601
Apella Capital
Connecticut
$1.86M – – –
PAG
2602
Pinnacle Advisory Group
Maryland
$1.86M +$1.37M +8,660 +258%
AAA
2603
Adams Asset Advisors
Texas
$1.86M – – –
BBCM
2604
Boardman Bay Capital Management
New York
$1.86M +$69.7K +440 +4%
TMC
2605
Trellus Management Company
Florida
$1.86M +$1.9M +12,000 New
RDFA
2606
Ritter Daniher Financial Advisory
Ohio
$1.85M +$31.7K +200 +2%
FSA
2607
Financial Sense Advisors
California
$1.85M +$567K +3,580 +43%
VFPI
2608
Vantage Financial Partners (Illinois)
Illinois
$1.85M +$396K +2,500 +26%
PA
2609
Probity Advisors
Texas
$1.84M +$1.89M +11,920 New
CSPIA
2610
Cary Street Partners Investment Advisory
Virginia
$1.84M -$1.94M -12,260 -51%
HFP
2611
Holistic Financial Partners
Indiana
$1.84M +$780K +4,920 +70%
CWMU
2612
Caliber Wealth Management (Utah)
Utah
$1.84M -$76.1K -480 -4%
PCM
2613
Pointe Capital Management
Michigan
$1.83M -$38K -240 -2%
CPC
2614
Consolidated Planning Corp
Georgia
$1.83M – – –
PA
2615
PSI Advisors
Florida
$1.83M +$143K +900 +8%
FC
2616
Fusion Capital
South Carolina
$1.83M +$117K +740 +7%
AIC
2617
Archer Investment Corporation
Indiana
$1.83M -$12.7K -80 -0.7%
SFG
2618
Sather Financial Group
Texas
$1.81M +$653K +4,120 +54%
AWP
2619
Abacus Wealth Partners
California
$1.81M +$152K +960 +9%
BFG
2620
Bouchey Financial Group
New York
$1.81M -$53.9K -340 -3%
XSC
2621
X-Square Capital
Puerto Rico
$1.81M -$260K -1,640 -12%
GHAM
2622
Gilman Hill Asset Management
Connecticut
$1.81M +$403K +2,540 +28%
FPB
2623
First PREMIER Bank
South Dakota
$1.8M +$25.4K +160 +1%
PIA
2624
Pinion Investment Advisors
Kansas
$1.8M +$422K +2,660 +30%
CWA
2625
Clarity Wealth Advisors
California
$1.8M -$53.9K -340 -3%
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