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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1826
Capstone Financial Advisors
Illinois
$287K +$425 +4 +0.1%
SMG
1827
Spectrum Management Group
Indiana
$286K -$10.6K -100 -3%
WA
1828
Wealth Architects
California
$286K -$7.97K -75 -3%
ABP
1829
Arthur B. Page
$284K -$3.19K -30 -1%
BMM
1830
Buffington Mohr McNeal
Idaho
$284K +$300K +2,825 New
ACM
1831
AUA Capital Management
Pennsylvania
$283K -$21.3K -200 -7%
ME
1832
McIlrath & Eck
Washington
$283K +$1.27K +12 +0.4%
HIIFS
1833
Harel Insurance Investments & Financial Services
Israel
$282K -$3.19K -30 -1%
QCIG
1834
Quad-Cities Investment Group
Iowa
$282K +$300K +2,824 New
AAS
1835
Annex Advisory Services
Wisconsin
$281K -$10.6K -100 -3%
FF
1836
Francis Financial
$280K – – –
SIAS
1837
Shine Investment Advisory Services
Colorado
$279K -$29K -273 -9%
DIM
1838
DC Investments Management
Virginia
$278K -$8.71K -82 -3%
GAM
1839
Gould Asset Management
California
$278K -$4.25K -40 -1%
ATFA
1840
All Terrain Financial Advisors
Minnesota
$278K – – –
OWA
1841
One Wealth Advisors
California
$277K +$59.9K +564 +26%
LCP
1842
Legacy Capital Partners
Wisconsin
$276K -$10.6K -100 -4%
LPIC
1843
LeJeune Puetz Investment Counsel
Michigan
$276K – – –
HCM
1844
HM Capital Management
Missouri
$276K +$4.25K +40 +1%
PAA
1845
Peregrine Asset Advisers
Oregon
$272K -$1.06K -10 -0.4%
CCB
1846
Cutter & Co Brokerage
Missouri
$271K +$59.6K +561 +26%
CAGAS
1847
Capital Advisory Group Advisory Services
Minnesota
$271K +$286K +2,690 New
FVCM
1848
F&V Capital Management
Florida
$270K – – –
HDIM
1849
Hanson & Doremus Investment Management
Vermont
$270K +$17.4K +164 +6%
CCA
1850
Clearwater Capital Advisors
Illinois
$269K +$2.76K +26 +1%
72 73
74
75 76