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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
901
RTD Financial Advisors
Pennsylvania
$495K -$4.74K -23 -0.9%
TFA
902
Transamerica Financial Advisors
Florida
$494K +$518K +2,513 New
OF
903
Outfitter Financial
Maine
$491K -$103K -500 -17%
NEGWA
904
New England Guild Wealth Advisors
Connecticut
$490K – – –
DA
905
DCM Advisors
New York
$489K +$108K +524 +27%
KFP
906
KB Financial Partners
New Jersey
$482K -$76.2K -370 -13%
MWM
907
Meridian Wealth Management
Kentucky
$481K +$67.4K +327 +15%
CWA
908
Clearview Wealth Advisors
Oregon
$480K +$18.5K +90 +4%
TC
909
TownSquare Capital
Utah
$477K +$1.24K +6 +0.2%
1SB
910
1ST Source Bank
Indiana
$474K -$24.3K -118 -5%
PFBT
911
Parkside Financial Bank & Trust
Missouri
$473K -$8.24K -40 -2%
EWA
912
Encompass Wealth Advisors
Oregon
$473K – – –
VBCG
913
Valley Brook Capital Group
Pennsylvania
$473K – – –
UAS
914
United Asset Strategies
New York
$473K +$38.3K +186 +8%
CCG
915
Cypress Capital Group
Florida
$472K -$23.1K -112 -4%
IWA
916
Intercontinental Wealth Advisors
Texas
$472K +$412 +2 +0.1%
IA
917
IFP Advisors
Florida
$469K – – –
CWM
918
Congress Wealth Management
Massachusetts
$467K -$23.5K -114 -5%
VWM
919
Venturi Wealth Management
Texas
$465K +$10.9K +53 +2%
CG
920
Colony Group
Massachusetts
$464K -$68K -330 -12%
FCCM
921
First City Capital Management
Georgia
$464K -$2.47K -12 -0.5%
SIG
922
Sky Investment Group
Connecticut
$457K +$7.83K +38 +2%
ECM
923
Evergreen Capital Management
Washington
$453K -$532K -2,582 -53%
CCMD
924
Cypress Capital Management (Delaware)
Delaware
$453K – – –
VFA
925
Voya Financial Advisors
Connecticut
$450K +$113K +549 +31%
35 36
37
38 39