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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
VFIC
1026
Valley Forge Investment Consultants
Pennsylvania
$388K – – –
CI
1027
CX Institutional
Indiana
$388K -$132K -628 -24%
SFG
1028
Summit Financial Group
West Virginia
$386K – – –
SIA
1029
Strategic Investment Advisors
Michigan
$386K -$1.5M -7,130 -78%
PP
1030
PDS Planning
Ohio
$381K +$145K +688 +54%
EBWM
1031
Eagle Bluffs Wealth Management
Missouri
$378K +$4.62K +22 +1%
CIM
1032
Contravisory Investment Management
Massachusetts
$371K +$9.46K +45 +2%
SAG
1033
SageView Advisory Group
California
$367K +$397K +1,890 New
EA
1034
Eudaimonia Advisors
Tennessee
$367K -$56.3K -268 -12%
BEI
1035
Benjamin Edwards Inc
Missouri
$365K +$129K +615 +49%
FAFN
1036
First Affirmative Financial Network
Colorado
$364K +$39.9K +190 +11%
GC
1037
Grimes & Company
Massachusetts
$360K -$4.83K -23 -1%
BBA
1038
BLB&B Advisors
Pennsylvania
$359K -$8.62K -41 -2%
BFG
1039
Barber Financial Group
Kansas
$358K -$420 -2 -0.1%
LFA
1040
Legacy Financial Advisors
Kentucky
$358K -$34.7K -165 -8%
CWA
1041
Clearview Wealth Advisors
Oregon
$355K -$146K -693 -27%
SCM
1042
Stonebridge Capital Management
California
$355K – – –
SA
1043
Sicart Associates
New York
$355K – – –
GW
1044
GW & Wade
Massachusetts
$353K -$33.4K -159 -8%
PWMG
1045
Prestige Wealth Management Group
New Jersey
$351K +$15.8K +75 +4%
GL
1046
Graypoint LLC
New York
$349K +$7.36K +35 +2%
FCBT
1047
First Citizens Bank & Trust
North Carolina
$349K +$2.1K +10 +0.6%
FNB
1048
Farmers National Bank
Kentucky
$349K -$2.52K -12 -0.7%
SPA
1049
Shore Point Advisors
New Jersey
$348K +$377K +1,794 New
LC
1050
Lavaca Capital
Texas
$347K +$373K +1,774 New
40 41
42
43 44