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Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
2451
Comprehensive Financial Management
California
$406K – – –
FNBOMD
2452
First National Bank of Mount Dora
Florida
$406K +$42.1K +737 +13%
AIM
2453
Avity Investment Management
Connecticut
$406K +$52.3K +915 +17%
CHAM
2454
Clear Harbor Asset Management
Connecticut
$405K -$6.23K -109 -2%
MPIA
2455
Mountain Pacific Investment Advisers
Idaho
$404K -$5.43K -95 -1%
AL
2456
ADE LLC
Maryland
$404K – – –
KFI
2457
Key Financial Inc
Pennsylvania
$404K +$21.1K +369 +6%
WFA
2458
WMG Financial Advisors
Tennessee
$402K +$363K +6,350 New
OA
2459
Oxbow Advisors
Texas
$401K – – –
GAM
2460
Griffin Asset Management
New York
$401K +$361K +6,321 New
FH
2461
FWG Holdings
Florida
$401K +$407K +7,125 New
OWA
2462
One Wealth Advisors
California
$400K -$11.4K -199 -3%
AFS
2463
Access Financial Services
Minnesota
$400K – – –
CSWM
2464
Cassady Schiller Wealth Management
Ohio
$398K +$359K +6,281 New
VAM
2465
Verity Asset Management
North Carolina
$397K -$286 -5 -0.1%
WCG
2466
Weaver Consulting Group
California
$395K +$23.7K +415 +7%
CBFP
2467
Cedar Brook Financial Partners
Ohio
$395K +$76.2K +1,333 +27%
NCM
2468
Northwest Capital Management
Oregon
$394K +$25.7K +450 +7%
DA
2469
Detalus Advisors
Missouri
$393K -$114K -2,000 -24%
MFG
2470
Magnus Financial Group
New York
$393K +$6K +105 +2%
LCM
2471
Lewis Capital Management
California
$393K +$354K +6,200 New
IF
2472
Integrity Financial
Wyoming
$393K +$354K +6,204 New
CVM
2473
Cheviot Value Management
California
$392K -$35.8K -626 -9%
CFAM
2474
Center For Asset Management
Florida
$392K +$79.2K +1,386 +29%
SHFA
2475
SC&H Financial Advisors
Maryland
$392K +$353K +6,183 New
97 98
99
100 101