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Name Holding Trade Value Shares
Change 		Change in
Stake
AWC
1701
Abundance Wealth Counselors
Pennsylvania
$644K +$646K +7,221 New
VCM
1702
Vision Capital Management
Oregon
$642K -$19.2K -215 -3%
SLF
1703
Sun Life Financial
Ontario, Canada
$641K +$33.8K +378 +6%
AA
1704
AF Advisors
California
$640K – – –
RGC
1705
Roberts, Glore & Co
Illinois
$639K -$28.6K -320 -4%
SJIM
1706
St. Johns Investment Management
Florida
$638K +$6.98K +78 +1%
BFA
1707
Beaumont Financial Advisors
Massachusetts
$637K -$156K -1,744 -20%
OFS
1708
Orrstown Financial Services
Pennsylvania
$636K – – –
GFPC
1709
Global Financial Private Client
Florida
$634K +$11.1K +124 +2%
CHA
1710
Cooper/Haims Advisors
New York
$634K -$14.1K -158 -2%
RWP
1711
RWA Wealth Partners
Massachusetts
$634K -$12.2K -136 -2%
DE
1712
Day & Ennis
Georgia
$632K -$9.22K -103 -1%
CA
1713
Cambridge Advisors
Nebraska
$632K +$9.49K +106 +2%
PAWC
1714
P.A.W. Capital
Connecticut
$625K – – –
CFSG
1715
Clark Financial Services Group
Missouri
$624K +$386K +4,307 New
MCCP
1716
Mission Creek Capital Partners
California
$623K -$14.5K -162 -2%
FANJ
1717
Financial Architects (New Jersey)
New Jersey
$620K -$73.2K -818 -11%
DTC
1718
Davidson Trust Company
Washington
$618K +$12.4K +138 +2%
SW
1719
SkyOak Wealth
Michigan
$617K -$1.34K -15 -0.2%
FCB
1720
First Command Bank
Texas
$617K +$24.4K +273 +4%
FCFS
1721
First Command Financial Services
Texas
$617K +$24.4K +273 +4%
SWA
1722
SFMG Wealth Advisors
Texas
$617K +$117K +1,310 +23%
TW
1723
Transform Wealth
Colorado
$616K -$106K -1,180 -15%
MCM
1724
McRae Capital Management
New Jersey
$616K +$93.9K +1,049 +18%
MHR
1725
Matthew Hamilton Rosenberg
$616K +$125K +1,395 +25%
67 68
69
70 71