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Name Holding Trade Value Shares
Change 		Change in
Stake
BOSSRA
1826
B.O.S.S. Retirement Advisors
Utah
$217K +$2.27K +32 +1%
PFC
1827
Phocas Financial Corp
California
$217K – – –
UCB
1828
United Community Bank
South Carolina
$217K +$12.4K +175 +6%
TA
1829
TFG Advisers
Michigan
$216K +$1.35K +19 +0.6%
HWA
1830
HCR Wealth Advisors
California
$216K -$1.97M -27,871 -90%
CWM
1831
Chesapeake Wealth Management
Virginia
$215K -$465K -6,569 -68%
CPSAC
1832
Chas P. Smith & Associates (CPS)
Florida
$215K -$9.14K -129 -4%
RF
1833
Robbins Farley
New Hampshire
$215K – – –
KA
1834
KLCM Advisors
Wisconsin
$214K +$142 +2 +0.1%
FPAS
1835
Focus Partners Advisor Solutions
Missouri
$214K +$217K +3,068 New
AFAS
1836
Acorn Financial Advisory Services
Virginia
$214K -$1.42K -20 -0.6%
JMFC
1837
J.M. Forbes & Co
Massachusetts
$214K +$217K +3,061 New
GFA
1838
Gallagher Fiduciary Advisors
Illinois
$213K +$2.2K +31 +1%
WA1
1839
Wimmer Associates 1
California
$213K – – –
CCFM
1840
Clear Creek Financial Management
Washington
$213K -$15.9K -224 -7%
CMS
1841
Capital Market Strategies
Florida
$212K -$9.35K -132 -4%
PCM
1842
Pointe Capital Management
Michigan
$212K – – –
VSQM
1843
V-Square Quantitative Management
Illinois
$212K +$208K +2,929 +2,763%
EW
1844
Evoke Wealth
California
$212K -$11.5K -163 -5%
BSB
1845
Bangor Savings Bank
Maine
$212K +$8.86K +125 +4%
RFA
1846
Resurgent Financial Advisors
Georgia
$211K +$1.49K +21 +0.7%
CWM
1847
Congress Wealth Management
Massachusetts
$211K -$163K -2,298 -43%
KFGK
1848
Keystone Financial Group (Kentucky)
Kentucky
$210K +$3.54K +50 +2%
TC
1849
Truvestments Capital
Florida
$210K +$1.13K +16 +0.5%
BHPW
1850
Beverly Hills Private Wealth
California
$210K -$187K -2,633 -47%
72 73
74
75 76