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CB

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1201
Pure Financial Advisors
California
$674K +$359K +1,227 +131%
CL
1202
CSS LLC
Illinois
$671K +$49.7K +170 +9%
PK
1203
Pflug Koory
Nebraska
$669K -$877 -3 -0.1%
WFAG
1204
Worth Financial Advisory Group
North Carolina
$667K -$201K -689 -24%
SCA
1205
Sandy Cove Advisors
Massachusetts
$666K +$11.7K +40 +2%
FWA
1206
FSM Wealth Advisors
Ohio
$665K -$233K -796 -27%
FRM
1207
Foundation Resource Management
Arkansas
$665K – – –
RFA
1208
Resurgent Financial Advisors
Georgia
$664K -$10.8K -37 -2%
NG
1209
Norden Group
Utah
$664K +$333K +1,138 +115%
NA
1210
Nordwand Advisors
Pennsylvania
$664K +$108K +370 +21%
VSQM
1211
V-Square Quantitative Management
Illinois
$660K +$618K +2,113 New
BWP
1212
BSW Wealth Partners
Colorado
$659K +$72.5K +248 +13%
GWM
1213
Graybill Wealth Management
Illinois
$659K – – –
TA
1214
TKG Advisors
Indiana
$656K +$21.1K +72 +4%
KA
1215
Kovack Advisors
Florida
$656K +$614K +2,100 New
GCP
1216
Guardian Capital (Pennsylvania)
Pennsylvania
$653K +$611K +2,091 New
GXJ
1217
Global X Japan
Japan
$652K -$53.5K -183 -8%
SC
1218
Sapient Capital
Indiana
$651K +$604K +2,066 New
FWP
1219
Firethorn Wealth Partners
Georgia
$650K +$62K +212 +11%
WCP
1220
Wick Capital Partners
Pennsylvania
$650K +$608K +2,081 New
BB
1221
Bell Bank
North Dakota
$649K -$1.46K -5 -0.2%
CPA
1222
Cardiff Park Advisors
California
$647K +$2.05K +7 +0.3%
SGK
1223
Steigerwald Gordon & Koch
Virginia
$646K -$24.3K -83 -4%
BCM
1224
Bannerstone Capital Management
Minnesota
$645K +$604K +2,067 New
PP
1225
Patron Partners
Texas
$643K +$15.5K +53 +3%
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