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Name Holding Trade Value Shares
Change 		Change in
Stake
TFM
1826
TFC Financial Management
Massachusetts
$219K -$51K -720 -19%
ONST
1827
Old North State Trust
North Carolina
$219K -$6.45K -91 -3%
PA
1828
Procyon Advisors
Connecticut
$219K +$3.26K +46 +1%
BOSSRA
1829
B.O.S.S. Retirement Advisors
Utah
$217K +$2.27K +32 +1%
PFC
1830
Phocas Financial Corp
California
$217K – – –
UCB
1831
United Community Bank
South Carolina
$217K +$12.4K +175 +6%
TA
1832
TFG Advisers
Michigan
$216K +$1.35K +19 +0.6%
HWA
1833
HCR Wealth Advisors
California
$216K -$1.97M -27,871 -90%
CWM
1834
Chesapeake Wealth Management
Virginia
$215K -$465K -6,569 -68%
CPSAC
1835
Chas P. Smith & Associates (CPS)
Florida
$215K -$9.14K -129 -4%
RF
1836
Robbins Farley
New Hampshire
$215K – – –
KA
1837
KLCM Advisors
Wisconsin
$214K +$142 +2 +0.1%
FPAS
1838
Focus Partners Advisor Solutions
Missouri
$214K +$217K +3,068 New
AFAS
1839
Acorn Financial Advisory Services
Virginia
$214K -$1.42K -20 -0.6%
JMFC
1840
J.M. Forbes & Co
Massachusetts
$214K +$217K +3,061 New
GFA
1841
Gallagher Fiduciary Advisors
Illinois
$213K +$2.2K +31 +1%
WA1
1842
Wimmer Associates 1
California
$213K – – –
CCFM
1843
Clear Creek Financial Management
Washington
$213K -$15.9K -224 -7%
CMS
1844
Capital Market Strategies
Florida
$212K -$9.35K -132 -4%
PCM
1845
Pointe Capital Management
Michigan
$212K – – –
VSQM
1846
V-Square Quantitative Management
Illinois
$212K +$208K +2,929 +2,763%
EW
1847
Evoke Wealth
California
$212K -$11.5K -163 -5%
BSB
1848
Bangor Savings Bank
Maine
$212K +$8.86K +125 +4%
RFA
1849
Resurgent Financial Advisors
Georgia
$211K +$1.49K +21 +0.7%
CWM
1850
Congress Wealth Management
Massachusetts
$211K -$163K -2,298 -43%
72 73
74
75 76