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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1351
Burney Company
Virginia
$544K +$527 +2 +0.1%
LHC
1352
Little House Capital
Massachusetts
$540K +$2.9K +11 +0.6%
WB
1353
Webster Bank
Connecticut
$539K -$21.1K -80 -4%
NGA
1354
Naples Global Advisors
Florida
$538K +$38.2K +145 +9%
DC
1355
DeDora Capital
California
$537K +$4.48K +17 +0.9%
PTP
1356
Platform Technology Partners
New York
$534K -$13.4K -51 -3%
PG
1357
Patten Group
Tennessee
$532K -$11.9K -45 -2%
BG
1358
Berry Group
Massachusetts
$532K +$18.2K +69 +4%
CCM
1359
Coldstream Capital Management
Washington
$530K +$45.1K +171 +10%
HI
1360
Horizon Investments
North Carolina
$530K +$475K +1,804 New
LWA
1361
Lenox Wealth Advisors
New York
$528K – – –
WA
1362
Wealth Architects
California
$527K +$5.53K +21 +1%
VC
1363
Vicus Capital
Pennsylvania
$527K +$17.9K +68 +4%
WWM
1364
Windsor Wealth Management
Indiana
$527K +$151K +574 +50%
EI
1365
Ellevest Inc
New York
$525K -$12.9K -49 -3%
HCP
1366
Hexagon Capital Partners
Arkansas
$525K +$445K +1,689 New
JF
1367
JSF Financial
California
$523K +$16.1K +61 +4%
CIA
1368
Capital Investment Advisors
Georgia
$521K -$30.3K -115 -6%
IF
1369
Intrua Financial
Texas
$519K +$205K +779 +64%
GFS
1370
GYL Financial Synergies
Connecticut
$517K +$41.1K +156 +10%
FA
1371
FCG Advisors
New Jersey
$516K +$53K +201 +13%
AFM
1372
Andesa Financial Management
Pennsylvania
$512K +$17.4K +66 +4%
AIC
1373
Ameritas Investment Company
Nebraska
$508K – – –
LW
1374
Linscomb Wealth
Texas
$508K +$28.5K +108 +7%
HI
1375
Hudock Inc
Pennsylvania
$507K +$134K +509 +42%
53 54
55
56 57