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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1801
Burney Company
Virginia
$2.04M +$109K +587 +5%
CFFP
1802
Center for Financial Planning
Michigan
$2.03M -$9.31K -50 -0.4%
BCA
1803
Bay Colony Advisors
Massachusetts
$2.03M -$162K -870 -7%
UAG
1804
United Advisor Group
Ohio
$2.02M -$45.2K -243 -2%
CG
1805
Clarus Group
Texas
$2.01M -$41.5K -223 -2%
AFM
1806
Armstrong Fleming & Moore
District of Columbia
$2.01M -$9.68K -52 -0.4%
SI
1807
Saxon Interests
Texas
$2M -$194K -1,043 -8%
POIA
1808
Pin Oak Investment Advisors
Texas
$1.99M -$49.3K -265 -2%
SACTSONJ
1809
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.99M -$150K -808 -6%
OPW
1810
Osprey Private Wealth
New York
$1.99M -$171K -921 -7%
RPC
1811
Royal Palms Capital
Montana
$1.99M -$21.4K -115 -0.9%
FUBT
1812
First United Bank & Trust
Maryland
$1.99M -$100K -539 -4%
SGCA
1813
Steel Grove Capital Advisors
Tennessee
$1.99M -$122K -656 -5%
OF
1814
Outfitter Financial
Maine
$1.99M -$470K -2,525 -17%
KJWM
1815
Kiley Juergens Wealth Management
Washington
$1.98M -$275K -1,476 -11%
LCIP
1816
Life Cycle Investment Partners
$1.98M +$1.11M +5,967 +100%
EFG
1817
Everhart Financial Group
Ohio
$1.97M -$252K -1,353 -10%
HIM
1818
Harbour Investment Management
Washington
$1.97M -$31.6K -170 -1%
MWA
1819
Midland Wealth Advisors
Illinois
$1.97M +$46.7K +251 +2%
CM
1820
Castleark Management
Illinois
$1.96M -$23.2M -124,700 -91%
VIP
1821
Viewpoint Investment Partners
Alberta, Canada
$1.95M – – –
ADL
1822
Asset Dedication LLC
California
$1.95M +$8.56K +46 +0.4%
3IP
1823
3Chopt Investment Partners
Virginia
$1.95M -$158K -850 -7%
EAM
1824
Empirical Asset Management
Massachusetts
$1.95M -$18.2K -98 -0.8%
NCM
1825
Neumann Capital Management
California
$1.95M – – –
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