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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
826
Resurgent Financial Advisors
Georgia
$660K +$5.36K +26 +0.8%
DF
827
Donoghue Forlines
Massachusetts
$657K +$688K +3,341 New
WC
828
Westhampton Capital
North Carolina
$647K +$4.53K +22 +0.7%
SFA
829
Sequoia Financial Advisors
Ohio
$646K +$52.5K +255 +8%
APA
830
American Portfolios Advisors
New York
$646K -$3.91K -19 -0.6%
S
831
SignatureFD
Georgia
$640K +$66.1K +321 +11%
HL
832
HeadInvest LLC
Maine
$639K -$10.3K -50 -2%
BRWM
833
B. Riley Wealth Management
Tennessee
$637K -$15.2K -74 -2%
SPC
834
Sigma Planning Corp
Michigan
$636K +$425K +2,064 +176%
ADL
835
Asset Dedication LLC
California
$634K +$85.9K +417 +15%
EP
836
Eudaimonia Partners
Tennessee
$625K -$97.4K -473 -13%
FNA
837
First National Advisers
Nebraska
$624K +$654K +3,175 New
PPP
838
Private Portfolio Partners
New Jersey
$624K +$10.3K +50 +2%
SC
839
Saturna Capital
Washington
$623K +$74.2K +360 +13%
NPA
840
Nichols & Pratt Advisers
Massachusetts
$622K – – –
SC
841
Savant Capital
Illinois
$618K +$38.5K +187 +6%
FCAG
842
First Capital Advisors Group
New Jersey
$618K +$648K +3,144 New
FIM
843
Freedom Investment Management
Connecticut
$615K -$20.4K -99 -3%
SSA
844
Schonfeld Strategic Advisors
New York
$615K +$644K +3,128 New
XSC
845
X-Square Capital
Puerto Rico
$611K +$169K +821 +36%
SFO
846
Stokes Family Office
Louisiana
$607K -$36.9K -179 -5%
MCM
847
Murphy Capital Management
New Jersey
$607K -$6.18K -30 -1%
SCM
848
Shelton Capital Management
Colorado
$606K – – –
PWP
849
Principle Wealth Partners
Connecticut
$605K – – –
PWS
850
Peterson Wealth Services
Utah
$595K +$91.9K +446 +17%
32 33
34
35 36