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Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
2451
Phocas Financial Corp
California
$450K -$40.6K -283 -9%
GC
2452
Gibson Capital
Pennsylvania
$450K -$143 -1 -0%
SFM
2453
Signet Financial Management
New Jersey
$448K +$59.1K +412 +18%
SWP
2454
Strategic Wealth Partners
Ohio
$447K -$87.5K -610 -18%
T
2455
TNF
Montana
$447K -$6.17K -43 -2%
SIC
2456
SFE Investment Counsel
California
$447K – – –
AC
2457
Avant Capital
Louisiana
$447K +$2.87K +20 +0.7%
AP
2458
Adero Partners
California
$446K -$19.6K -137 -5%
BA
2459
Bridgewater Advisors
New York
$446K +$20.9K +146 +6%
AWM
2460
Angeles Wealth Management
California
$446K +$393K +2,741 New
RIA
2461
Richwood Investment Advisors
Ohio
$445K -$860 -6 -0.2%
SCA
2462
Southern Capital Advisors
Tennessee
$444K -$75.9K -529 -16%
TAM
2463
Trillium Asset Management
Massachusetts
$444K – – –
RWA
2464
RGT Wealth Advisors
Texas
$444K +$186K +1,296 +90%
TF
2465
Trek Financial
Arizona
$443K -$231K -1,608 -37%
RWA
2466
Roberts Wealth Advisors
California
$443K -$10.8K -75 -3%
IA
2467
Insight Advisors
Pennsylvania
$442K +$5.88K +41 +2%
PCM
2468
Princeton Capital Management
New Jersey
$442K +$46.3K +323 +14%
FPGK
2469
Financial Partners Group (Kansas)
Kansas
$441K -$31.1K -217 -7%
JEST
2470
JTC Employer Solutions Trustee
Jersey
$441K – – –
RP
2471
Riverwater Partners
Wisconsin
$440K +$8.75K +61 +2%
WCFA
2472
Walkner Condon Financial Advisors
Wisconsin
$440K +$387K +2,701 New
BEC
2473
Blue Edge Capital
Virginia
$440K – – –
BP
2474
Broadleaf Partners
Ohio
$439K – – –
FI
2475
Financial Insights
Washington
$438K – – –
97 98
99
100 101