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Name Holding Trade Value Shares
Change 		Change in
Stake
RK
2151
Rather & Kittrell
Tennessee
$519K -$25.6K -540 -5%
BWA
2152
Bordeaux Wealth Advisors
California
$519K +$70.1K +1,476 +16%
KFS
2153
Keynote Financial Services
Connecticut
$518K -$12.4K -261 -2%
HBW
2154
Hazlett, Burt & Watson
West Virginia
$518K -$22.3K -470 -4%
VC
2155
Veracity Capital
Georgia
$518K -$87.6K -1,845 -14%
KFS
2156
Kurt F. Somerville
$517K – – –
SFG
2157
Sovereign Financial Group
Connecticut
$516K -$4.79K -101 -0.9%
TWA
2158
TCI Wealth Advisors
Arizona
$516K +$2.9K +61 +0.6%
FEM
2159
Fulcrum Equity Management
Texas
$516K +$57.5K +1,212 +13%
PIA
2160
Powell Investment Advisors
Florida
$516K – – –
AA
2161
Alta Advisers
United Kingdom
$513K +$19K +400 +4%
SWM
2162
Seed Wealth Management
Illinois
$513K +$5.08K +107 +1%
MSA
2163
Marino Stram & Associates
Massachusetts
$512K -$19.8K -417 -4%
JEST
2164
JTC Employer Solutions Trustee
Jersey
$510K – – –
NRS
2165
Neville Rodie & Shaw
New York
$510K – – –
WAL
2166
W Advisors LLC
Tennessee
$510K +$4.32K +91 +0.9%
NCM
2167
Northside Capital Management
Oregon
$508K -$404K -8,500 -44%
EFG
2168
Ethos Financial Group
Pennsylvania
$508K -$86.4K -1,820 -15%
OL
2169
OneFund LLC
Florida
$505K +$4.56K +96 +0.9%
SWM
2170
Silverlake Wealth Management
Vermont
$505K +$23K +484 +5%
WFM
2171
Wolff Financial Management
Michigan
$504K – – –
RAM
2172
Ramirez Asset Management
New York
$504K – – –
LA
2173
Legacy Advisors
Pennsylvania
$503K -$71.8K -1,512 -13%
BTIM
2174
BancFirst Trust & Investment Management
Oklahoma
$503K – – –
USB
2175
Union Savings Bank
Connecticut
$502K -$23.5K -494 -4%
85 86
87
88 89