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Name Holding Trade Value Shares
Change 		Change in
Stake
WCCM
1201
Willow Creek Capital Management
Montana
$1.52M +$1.25M +17,276 New
OCBCO
1202
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.52M +$1.24M +17,208 New
BTI
1203
Blue Trust Inc
Georgia
$1.51M +$90.7K +1,258 +8%
VFA
1204
Valeo Financial Advisors
Indiana
$1.5M +$58.2K +808 +5%
SWM
1205
Shelton Wealth Management
Texas
$1.5M +$1.23M +17,008 New
GFP
1206
Gryphon Financial Partners
Ohio
$1.5M +$149K +2,066 +14%
HSA
1207
HBK Sorce Advisory
Pennsylvania
$1.49M +$60.3K +836 +5%
LRWM
1208
Lord & Richards Wealth Management
Colorado
$1.49M -$147K -2,046 -11%
SFC
1209
SYM Financial Corp
Indiana
$1.49M -$359K -4,980 -23%
CLGM
1210
Capitolis Liquid Global Markets
New York
$1.48M -$44.5M -616,780 -97%
CIA
1211
Choate Investment Advisors
Massachusetts
$1.48M -$93.3K -1,294 -7%
CRI
1212
Commonwealth Retirement Investments
Virginia
$1.48M +$1.21M +16,744 New
SBFM
1213
S-Bank Fund Management
Finland
$1.47M +$1.21M +16,722 New
CG
1214
Curat Global
New Hampshire
$1.47M – – –
PFGIA
1215
Patriot Financial Group Insurance Agency
Massachusetts
$1.47M -$1.21M -16,752 -50%
MA
1216
MJP Associates
Connecticut
$1.45M -$173K -2,402 -13%
HCM
1217
Howard Capital Management
Georgia
$1.45M +$623K +8,646 +111%
RCM
1218
Radnor Capital Management
Pennsylvania
$1.45M – – –
WKWM
1219
Walter & Keenan Wealth Management
Indiana
$1.44M -$1.01K -14 -0.1%
WS
1220
Wilian Securities
Minnesota
$1.44M +$636K +8,826 +118%
AWM
1221
Aprio Wealth Management
Georgia
$1.43M +$42.7K +592 +4%
CWM
1222
Cornerstone Wealth Management
Missouri
$1.43M -$183K -2,544 -14%
NWAG
1223
Net Worth Advisory Group
Utah
$1.43M +$373K +5,176 +47%
WWM
1224
Western Wealth Management
Colorado
$1.43M +$32.4K +450 +3%
CP
1225
Canopy Partners
Ohio
$1.42M -$54.9K -762 -5%
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