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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1326
Wealth Management Associates
New Jersey
$535K -$18.4K -203 -3%
CTA
1327
Chesley Taft & Associates
Illinois
$534K +$168K +1,853 +48%
CFS
1328
CRA Financial Services
New Jersey
$534K +$106K +1,170 +26%
FFA
1329
Fragasso Financial Advisors
Pennsylvania
$534K +$212K +2,343 +70%
CAM
1330
Campion Asset Management
Virginia
$533K -$7.14K -79 -1%
PA
1331
Persium Advisors
Georgia
$533K -$600K -6,631 -54%
CAM
1332
Cozad Asset Management
Illinois
$532K +$4.61K +51 +0.9%
RSWM
1333
Robertson Stephens Wealth Management
California
$531K +$86K +951 +20%
MCA
1334
MSH Capital Advisors
Arizona
$530K +$13.4K +148 +3%
LRIA
1335
Leonard Rickey Investment Advisors
Washington
$530K +$30.7K +339 +6%
E3F
1336
Eight 31 Financial
Texas
$522K +$724 +8 +0.1%
ITIM
1337
Indiana Trust & Investment Management
Indiana
$522K – – –
GWAG
1338
Garrett Wealth Advisory Group
Texas
$522K -$225K -2,487 -31%
CPW
1339
Crestmont Private Wealth
Texas
$521K -$90 -1 -0%
BCB
1340
Brian C. Broderick
$519K – – –
CIA
1341
Cladis Investment Advisory
Montana
$516K – – –
PA
1342
PFG Advisors
Arizona
$516K -$165K -1,829 -25%
AFM
1343
Abbot Financial Management
Massachusetts
$516K -$28.2K -312 -5%
NS
1344
NBC Securities
Alabama
$515K -$13.8K -153 -3%
FFN
1345
Focus Financial Network
Minnesota
$515K -$13.7K -151 -3%
JAG
1346
Journey Advisory Group
Kentucky
$514K -$72.4K -800 -13%
RE
1347
Rydar Equities
Texas
$511K +$32.6K +360 +7%
RIA
1348
Retirement Investment Advisors
Oklahoma
$511K – – –
FWI
1349
Facet Wealth Inc
Maryland
$510K +$78.1K +863 +21%
ACA
1350
Ackerman Capital Advisors
Texas
$510K -$2.53K -28 -0.5%
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