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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3576
Archvest Wealth Advisors
California
$757K +$17.4K +130 +2%
KWA
3577
Kellett Wealth Advisors
Ohio
$757K +$143K +1,070 +22%
CWA
3578
CJM Wealth Advisers
Virginia
$756K – – –
DJYG
3579
David J. Yvars Group
Florida
$755K +$50.2K +375 +7%
CS
3580
Cannell & Spears
New York
$754K -$1.47K -11 -0.2%
OPCM
3581
Osborne Partners Capital Management
California
$751K +$35.1K +262 +5%
RB
3582
Renasant Bank
Mississippi
$751K -$306K -2,286 -28%
EMFAT
3583
Emerald Mutual Fund Advisers Trust
Pennsylvania
$750K -$17.6K -131 -2%
MSFP
3584
Mark Sheptoff Financial Planning
Connecticut
$750K -$111K -825 -12%
CA
3585
CSM Advisors
Pennsylvania
$749K – – –
VDI
3586
Vaughan David Investments
Illinois
$747K -$52.4K -391 -6%
BC
3587
Bowman & Company
Wisconsin
$745K +$72.5K +541 +10%
LFA
3588
Legend Financial Advisors
Pennsylvania
$745K +$18.8K +140 +2%
CWM
3589
Campbell Wealth Management
Virginia
$745K +$139K +1,041 +22%
FGA
3590
Fortis Group Advisors
New Jersey
$743K -$789K -5,888 -46%
EPA
3591
Element Pointe Advisors
Florida
$743K +$165K +1,235 +27%
VC
3592
Veery Capital
Delaware
$740K +$43K +321 +6%
TSW
3593
Thompson Siegel & Walmsley
Virginia
$739K -$67K -500 -8%
APWM
3594
Atlas Private Wealth Management
New York
$738K +$127K +949 +20%
MWA
3595
Motive Wealth Advisors
Michigan
$738K -$77.6K -579 -9%
LF
3596
Lee Financial
Texas
$738K +$46.5K +347 +6%
FS
3597
Ferguson Shapiro
Georgia
$737K +$51.2K +382 +7%
LGA
3598
Lebenthal Global Advisors
New York
$736K +$156K +1,161 +25%
PCM
3599
Presidio Capital Management
California
$735K -$32.2K -240 -4%
OIS
3600
Okabena Investment Services
Minnesota
$734K -$1.15M -8,581 -60%
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