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CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
3F
2051
360 Financial
Minnesota
$840K +$5.59K +82 +0.7%
RWPA
2052
Richard W. Paul & Associates
Michigan
$838K +$13.8K +202 +2%
GFG
2053
Goldstone Financial Group
Illinois
$837K +$67.3K +987 +9%
DWM
2054
Destination Wealth Management
California
$836K +$181K +2,654 +28%
CA
2055
Calton & Associates
Florida
$836K +$49.5K +726 +6%
GAA
2056
Green Alpha Advisors
Colorado
$835K -$47.5K -697 -5%
BM
2057
Berman McAleer
Maryland
$835K +$831K +12,197 New
SA
2058
Sovran Advisors
California
$834K -$477 -7 -0.1%
FH
2059
FWG Holdings
Florida
$833K +$25.1K +368 +3%
JCIA
2060
Jackson Creek Investment Advisors
Colorado
$831K -$7.22K -106 -0.9%
LIA
2061
LBMC Investment Advisors
Tennessee
$830K +$273 +4 +0%
MA
2062
MJP Associates
Connecticut
$830K +$106K +1,556 +15%
WDG
2063
Wealth Dimensions Group
Ohio
$830K +$2.59K +38 +0.3%
IP
2064
Ignite Planners
California
$826K +$24.1K +353 +3%
PTP
2065
Platform Technology Partners
New York
$824K -$264K -3,870 -24%
HWA
2066
HMV Wealth Advisors
Louisiana
$823K – – –
MWA
2067
Monograph Wealth Advisors
California
$822K +$819K +12,018 New
OP
2068
Oslo Pensjonsforsikring
$822K +$46.1K +676 +6%
GITFIT
2069
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$821K – – –
YIM
2070
Yoffe Investment Management
Pennsylvania
$818K +$204 +3 +0%
PA
2071
Persium Advisors
Georgia
$816K +$19.8K +290 +2%
ICP
2072
Interchange Capital Partners
Pennsylvania
$816K +$227K +3,326 +39%
OFS
2073
OneAscent Financial Services
Alabama
$814K -$132K -1,933 -14%
DSC
2074
Duncker Streett & Co
Missouri
$814K +$87.5K +1,283 +12%
HW
2075
HORAN Wealth
Ohio
$814K +$407K +5,968 +101%
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