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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2551
Matisse Capital
Oregon
$383K +$717 +5 +0.2%
PFA
2552
Pettinga Financial Advisors
Indiana
$382K -$7.6K -53 -2%
HFS
2553
Howard Financial Services
Texas
$382K -$1.58K -11 -0.5%
FA
2554
Fiducient Advisors
Illinois
$382K +$45.2K +315 +16%
UFA
2555
US Financial Advisors
Massachusetts
$381K – – –
BOM
2556
Bank of Marin
California
$380K -$192K -1,341 -36%
LF
2557
Lee Financial
Texas
$380K +$11.2K +78 +3%
ACM
2558
AUA Capital Management
Pennsylvania
$378K -$21.5K -150 -6%
P
2559
Paradiem
Louisiana
$374K – – –
FFG
2560
Frisch Financial Group
New York
$373K -$181K -1,263 -36%
VFP
2561
Verus Financial Partners
Virginia
$373K +$317K +2,208 New
SLA
2562
Silver Lake Advisory
Utah
$372K -$232K -1,619 -42%
PCMC
2563
Paragon Capital Management (Colorado)
Colorado
$371K +$860 +6 +0.3%
HWMA
2564
Heritage Wealth Management (Arizona)
Arizona
$371K +$326K +2,276 New
CIP
2565
Capital Insight Partners
Arizona
$371K +$327K +2,279 New
SCG
2566
Sonata Capital Group
Washington
$370K – – –
TSWM
2567
Tyler-Stone Wealth Management
Ohio
$369K +$2.01K +14 +0.6%
PGA
2568
Portland Global Advisors
Maine
$366K -$28.7K -200 -8%
TCB
2569
Texas Capital Bancshares
Texas
$366K -$9.61K -67 -3%
KOC
2570
Koss-Olinger Consulting
Florida
$365K -$91.8K -640 -22%
UL
2571
Unionview LLC
Washington
$364K -$8.61K -60 -3%
HFG
2572
Heron Financial Group
New York
$363K -$21.4K -149 -6%
DU
2573
Delphia (USA)
Ontario, Canada
$363K +$33K +230 +11%
LSC
2574
Lesa Sroufe & Co
Washington
$362K – – –
EAM
2575
Empirical Asset Management
Massachusetts
$362K +$7.03K +49 +2%
101 102
103
104 105