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Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
2801
McKinley Carter Wealth Services
West Virginia
$645K +$58.4K +558 +11%
SPWG
2802
Sage Private Wealth Group
Illinois
$644K -$276K -2,641 -32%
SIC
2803
Samalin Investment Counsel
New York
$644K -$13.9K -133 -2%
WCM
2804
Warburton Capital Management
Oklahoma
$644K +$13.3K +127 +2%
VAF
2805
Values Added Financial
District of Columbia
$644K -$2.2K -21 -0.4%
AWM
2806
Avaii Wealth Management
Wisconsin
$643K -$44.7K -427 -7%
SGI
2807
Swan Global Investments
Colorado
$643K +$7.32K +70 +1%
SIC
2808
Sigma Investment Counselors
Michigan
$643K +$85.2K +815 +17%
OAS
2809
Optivise Advisory Services
Tennessee
$643K -$22.7K -217 -4%
BOSSRA
2810
B.O.S.S. Retirement Advisors
Utah
$642K +$32.2K +308 +6%
CCA
2811
Cora Capital Advisors
New Jersey
$642K +$5.65K +54 +1%
KFG
2812
Kingdom Financial Group
Arizona
$642K -$369K -3,533 -39%
NBWM
2813
North Berkeley Wealth Management
California
$642K +$111K +1,064 +24%
NF
2814
Nvest Financial
New Hampshire
$641K +$1.36K +13 +0.2%
JAFL
2815
Jay A. Fishman Ltd
Michigan
$638K – – –
OFA
2816
Oak Family Advisors
Illinois
$638K -$43.4K -415 -7%
MPIA
2817
Mountain Pacific Investment Advisers
Idaho
$638K – – –
SWRP
2818
Summit Wealth & Retirement Planning
California
$638K – – –
MGWM
2819
Marks Group Wealth Management
Minnesota
$637K +$1.67K +16 +0.3%
SIA
2820
SeaBridge Investment Advisors
New Jersey
$637K +$3.87K +37 +0.7%
AT
2821
Avalon Trust
New Mexico
$636K – – –
SL
2822
StoryOne LLC
Kansas
$636K +$566K +5,413 New
GW
2823
Griffith & Werner
Georgia
$635K -$132K -1,265 -19%
DA
2824
Dillon & Associates
Michigan
$633K – – –
TFGT
2825
TS Financial Group (TSFG)
Illinois
$632K -$9.1K -87 -2%
111 112
113
114 115