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Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1476
Financial Security Advisor
Virginia
$490K +$3.67K +31 +0.7%
SIM
1477
Stratos Investment Management
Ohio
$490K +$45.3K +382 +9%
VA
1478
Valmark Advisers
Ohio
$489K +$42.7K +360 +8%
FAL
1479
Focused Alpha LLC
Colorado
$489K +$557K +4,700 New
AWAU
1480
Alliance Wealth Advisors (Utah)
Utah
$487K +$14.6K +123 +3%
WRPWM
1481
Werba Rubin Papier Wealth Management
California
$485K -$30.9K -261 -5%
CC
1482
Chicago Capital
Illinois
$485K -$5.93K -50 -1%
MAG
1483
Mayfair Advisory Group
Alabama
$484K -$74.4K -628 -14%
BWM
1484
BCO Wealth Management
New Mexico
$484K +$85.2K +719 +18%
PCM
1485
Perkins Capital Management
Minnesota
$483K -$23.7K -200 -4%
VH
1486
VVR Holdings
Washington
$483K +$3.91K +33 +0.7%
BCB
1487
Brian C. Broderick
$482K – – –
DI
1488
Diligent Investors
California
$482K +$8.06K +68 +1%
SAM
1489
S.A. Mason
Michigan
$481K -$3.08K -26 -0.6%
QWM
1490
QP Wealth Management
New Jersey
$481K -$13.5K -114 -2%
AF
1491
Advisornet Financial
Minnesota
$480K +$49K +413 +10%
SAI
1492
Systematic Alpha Investments
New Jersey
$479K – – –
BHC
1493
Bull Harbor Capital
Maryland
$479K +$26.3K +222 +5%
CT
1494
Coastline Trust
Rhode Island
$479K -$69.8K -589 -11%
LIM
1495
Letson Investment Management
Georgia
$479K – – –
SGI
1496
Summit Global Investments
Utah
$478K -$183K -1,543 -25%
OWA
1497
One Wealth Advisors
California
$476K +$118K +994 +28%
MWM
1498
Mattern Wealth Management
Kansas
$474K +$1.78K +15 +0.3%
AL
1499
Aspiriant LLC
California
$474K +$85.1K +718 +19%
UAML
1500
US Asset Management LLC
Pennsylvania
$471K +$948 +8 +0.2%
58 59
60
61 62