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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1476
Crumly & Associates
Illinois
$482K -$179K -806 -30%
FMW
1477
Farr Miller & Washington
District of Columbia
$482K -$6.67K -30 -2%
MMG
1478
Monetary Management Group
Missouri
$478K – – –
PFA
1479
Pathway Financial Advisors
Vermont
$478K – – –
GCA
1480
Gradient Capital Advisors
California
$478K +$12K +54 +3%
TSW
1481
Thompson Siegel & Walmsley
Virginia
$478K +$30.9K +139 +8%
VAS
1482
Vestmark Advisory Solutions
Massachusetts
$478K +$53.1K +239 +15%
MIC
1483
Meridian Investment Counsel
California
$477K – – –
HL
1484
HeadInvest LLC
Maine
$477K +$180K +812 +76%
CCA
1485
Childress Capital Advisors
Texas
$476K +$197K +888 +91%
BWA
1486
Bordeaux Wealth Advisors
California
$475K -$84.2K -379 -17%
FSG
1487
Financial Strategies Group
Michigan
$475K +$76.7K +345 +23%
LDB
1488
Lee, Danner & Bass
Tennessee
$474K – – –
JF
1489
JSF Financial
California
$472K -$11.3K -51 -3%
IBOK
1490
Independence Bank of Kentucky
Kentucky
$469K -$214K -965 -34%
IDBONY
1491
Israel Discount Bank of New York
New York
$469K +$44K +198 +12%
BBI
1492
Baxter Bros Inc
Connecticut
$468K -$11.1K -50 -3%
CVM
1493
Cheviot Value Management
California
$468K +$144K +649 +55%
MYIA
1494
Mount Yale Investment Advisors
Colorado
$466K -$4K -18 -1%
RHP
1495
Royal Harbor Partners
Texas
$466K – – –
FANJ
1496
Financial Architects (New Jersey)
New Jersey
$463K -$22.2K -100 -5%
TFO
1497
Tarbox Family Office
California
$463K – – –
AWM
1498
AllSquare Wealth Management
New York
$462K -$3.56K -16 -0.9%
BWP
1499
BSW Wealth Partners
Colorado
$462K +$24.9K +112 +7%
IWP
1500
Icon Wealth Partners
Texas
$462K +$68.7K +309 +21%
58 59
60
61 62