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Name Holding Trade Value Shares
Change 		Change in
Stake
CSPAM
2676
Cary Street Partners Asset Management
Virginia
$522K +$239K +1,501 +82%
RFA
2677
ROI Financial Advisors
Oregon
$521K -$9.73K -61 -2%
GC
2678
Gibson Capital
Pennsylvania
$519K – – –
CFS
2679
Commonwealth Financial Services
West Virginia
$518K +$15.3K +96 +3%
SP
2680
Successful Portfolios
Florida
$517K -$148K -930 -22%
HA
2681
HC Advisors
Georgia
$517K -$310K -1,942 -37%
HFS
2682
Heritage Financial Services
Massachusetts
$515K -$12.1K -76 -2%
WFAG
2683
Wescott Financial Advisory Group
Pennsylvania
$513K +$65.5K +411 +14%
HIC
2684
Hartline Investment Corp
Illinois
$512K -$1.61M -10,108 -76%
SAG
2685
Spotlight Asset Group
Illinois
$511K – – –
RWP
2686
Revolve Wealth Partners
New Jersey
$510K +$9.41K +59 +2%
BWA
2687
Bordeaux Wealth Advisors
California
$508K +$37.3K +234 +8%
RDFA
2688
Ritter Daniher Financial Advisory
Ohio
$508K -$17.5K -110 -3%
HWM
2689
HFR Wealth Management
New York
$506K – – –
WF
2690
Whelan Financial
California
$506K +$26.2K +164 +5%
LF
2691
Lee Financial
Texas
$506K +$44K +276 +9%
PA
2692
Probity Advisors
Texas
$506K -$3.51K -22 -0.7%
PBT
2693
Pictet Bank & Trust
Bahamas
$505K – – –
LAM
2694
Lakewood Asset Management
Illinois
$504K +$1.59K +10 +0.3%
MWM
2695
MinichMacGregor Wealth Management
New York
$503K – – –
VNA
2696
Valley National Advisers
Pennsylvania
$503K -$11.5K -72 -2%
MFG
2697
Midwest Financial Group
Kansas
$503K +$2.87K +18 +0.6%
RWS
2698
Resolute Wealth Strategies
Mississippi
$501K +$6.22K +39 +1%
BSG
2699
Black Swift Group
Colorado
$500K -$159K -1,000 -24%
PS
2700
Planned Solutions
California
$500K +$52.9K +332 +12%
106 107
108
109 110