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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
676
MJP Associates
Connecticut
$613K -$312K -3,532 -34%
MWM
677
Mission Wealth Management
California
$612K -$655K -7,405 -52%
CCA
678
Checchi Capital Advisers
California
$612K -$69.7K -788 -10%
FHA
679
Flagship Harbor Advisors
Massachusetts
$609K -$16.6K -188 -3%
SL
680
Sentry LLC
Tennessee
$607K -$291K -3,285 -33%
VFA
681
Valeo Financial Advisors
Indiana
$606K +$9.91K +112 +2%
DOA
682
D'Orazio & Associates
Virginia
$601K -$6.46K -73 -1%
AI
683
AXS Investments
New York
$596K +$580K +6,552 New
FTWA
684
Fifth Third Wealth Advisors
Ohio
$587K -$25.1K -284 -4%
FFG
685
Fortem Financial Group
California
$586K +$8.58K +97 +2%
OF
686
Optimize Financial
California
$585K +$569K +6,432 New
BCM
687
Birmingham Capital Management
Alabama
$582K -$8.85K -100 -2%
HIP
688
HUB Investment Partners
Texas
$581K +$87.2K +986 +18%
VCM
689
Voleon Capital Management
California
$577K +$243K +2,753 +77%
RF
690
RHS Financial
California
$576K +$15.2K +172 +3%
GSB
691
Greenfield Savings Bank
Massachusetts
$573K +$18.3K +207 +3%
SC
692
Sapient Capital
Indiana
$568K – – –
QWM
693
Quadcap Wealth Management
Texas
$555K -$4.16K -47 -0.8%
MC
694
Moors & Cabot
Massachusetts
$554K -$24.1K -273 -4%
IFU
695
iSAM Funds (UK)
United Kingdom
$554K -$233K -2,633 -30%
LFG
696
Larson Financial Group
Missouri
$553K +$126K +1,421 +30%
FFA
697
Farther Finance Advisors
California
$552K +$54.4K +615 +11%
MWP
698
Meriwether Wealth & Planning
Louisiana
$551K -$215K -2,435 -29%
FRA
699
Frank Rimerman Advisors
California
$548K +$2.92K +33 +0.6%
HIM
700
Hanlon Investment Management
New Jersey
$541K +$526K +5,952 New
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