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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1701
Vision Capital Management
Oregon
$642K -$19.2K -215 -3%
SLF
1702
Sun Life Financial
Ontario, Canada
$641K +$33.8K +378 +6%
AA
1703
AF Advisors
California
$640K – – –
RGC
1704
Roberts, Glore & Co
Illinois
$639K -$28.6K -320 -4%
SJIM
1705
St. Johns Investment Management
Florida
$638K +$6.98K +78 +1%
BFA
1706
Beaumont Financial Advisors
Massachusetts
$637K -$156K -1,744 -20%
OFS
1707
Orrstown Financial Services
Pennsylvania
$636K – – –
GFPC
1708
Global Financial Private Client
Florida
$634K +$11.1K +124 +2%
CHA
1709
Cooper/Haims Advisors
New York
$634K -$14.1K -158 -2%
RWP
1710
RWA Wealth Partners
Massachusetts
$634K -$12.2K -136 -2%
DE
1711
Day & Ennis
Georgia
$632K -$9.22K -103 -1%
CA
1712
Cambridge Advisors
Nebraska
$632K +$9.49K +106 +2%
PAWC
1713
P.A.W. Capital
Connecticut
$625K – – –
CFSG
1714
Clark Financial Services Group
Missouri
$624K +$386K +4,307 New
MCCP
1715
Mission Creek Capital Partners
California
$623K -$14.5K -162 -2%
FANJ
1716
Financial Architects (New Jersey)
New Jersey
$620K -$73.2K -818 -11%
DTC
1717
Davidson Trust Company
Washington
$618K +$12.4K +138 +2%
SW
1718
SkyOak Wealth
Michigan
$617K -$1.34K -15 -0.2%
FCB
1719
First Command Bank
Texas
$617K +$24.4K +273 +4%
FCFS
1720
First Command Financial Services
Texas
$617K +$24.4K +273 +4%
SWA
1721
SFMG Wealth Advisors
Texas
$617K +$117K +1,310 +23%
TW
1722
Transform Wealth
Colorado
$616K -$106K -1,180 -15%
MCM
1723
McRae Capital Management
New Jersey
$616K +$93.9K +1,049 +18%
MHR
1724
Matthew Hamilton Rosenberg
$616K +$125K +1,395 +25%
IAMOG
1725
Investors Asset Management of Georgia
Georgia
$615K -$8.95K -100 -1%
67 68
69
70 71