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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
826
SkyOak Wealth
Michigan
$406K -$10K -100 -2%
IAIM
827
International Assets Investment Management
Florida
$405K -$254K -2,536 -39%
SFS
828
Stiles Financial Services
Minnesota
$404K – – –
CA
829
Calton & Associates
Florida
$402K +$140K +1,400 +55%
BSW
830
Buckingham Strategic Wealth
Missouri
$400K – – –
KFA
831
Kelleher Financial Advisors
New York
$399K +$391K +3,902 New
BP
832
BBR Partners
New York
$397K – – –
HI
833
Harbour Investments
Wisconsin
$396K -$8.41K -84 -2%
KCM
834
KLK Capital Management
California
$394K – – –
WC
835
Woodstock Corp
Massachusetts
$389K – – –
LSA
836
Lion Street Advisors
Texas
$387K +$379K +3,783 New
MGIA
837
Moneta Group Investment Advisors
Missouri
$384K +$123K +1,232 +49%
SF
838
Synovus Financial
Georgia
$383K -$217K -2,170 -37%
AC
839
Avestar Capital
New York
$382K +$375K +3,740 New
SC
840
Savant Capital
Illinois
$378K +$81.2K +811 +28%
HWM
841
HB Wealth Management
Georgia
$377K -$63.7K -636 -15%
MLIC
842
Mandatum Life Insurance Company
Finland
$377K -$6.31K -63 -2%
BWP
843
Baldwin Wealth Partners
Massachusetts
$374K +$501 +5 +0.1%
SP
844
Successful Portfolios
Florida
$374K -$6.91K -69 -2%
RIA
845
Regal Investment Advisors
Michigan
$371K -$365K -3,642 -50%
FAM
846
Formidable Asset Management
Ohio
$366K -$85.5K -854 -19%
CQS
847
Credential Qtrade Securities
$362K -$4.21K -42 -1%
RCG
848
Regatta Capital Group
California
$357K – – –
HNWAG
849
High Net Worth Advisory Group
Florida
$355K -$1.3K -13 -0.4%
IRC
850
Investors Research Corp
Georgia
$348K -$301 -3 -0.1%
32 33
34
35 36