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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
876
Mission Wealth Management
California
$127K +$126K +11,310 New
CFA
877
Carroll Financial Associates
North Carolina
$125K -$8.54K -765 -6%
AL
878
Aspiriant LLC
California
$125K +$124K +11,131 New
CG
879
Colony Group
Massachusetts
$125K +$124K +11,144 New
NWP
880
Northstar Wealth Partners
Connecticut
$124K -$55.8K -5,000 -31%
RG
881
Rathbones Group
United Kingdom
$124K -$4.47K -400 -3%
MIP
882
Marietta Investment Partners
Wisconsin
$124K – – –
G
883
Gainplan
Michigan
$124K +$502 +45 +0.4%
CFA
884
Camarda Financial Advisors
Florida
$124K +$1.04K +93 +0.8%
SFG
885
SevenBridge Financial Group
Pennsylvania
$124K +$2.91K +261 +2%
HIIFS
886
Harel Insurance Investments & Financial Services
Israel
$123K -$9.88M -885,000 -99%
MA
887
MUFG Americas
New York
$123K -$22.3K -2,000 -15%
JWA
888
JFS Wealth Advisors
Pennsylvania
$123K +$368 +33 +0.3%
BP
889
Ballentine Partners
Massachusetts
$122K +$121K +10,816 New
CA
890
Capital Advantage
California
$122K +$122K +10,885 New
HCA
891
Harbour Capital Advisors
Virginia
$121K -$7.82K -700 -6%
AIL
892
AGF Investments LLC
Ontario, Canada
$121K +$75.3K +6,744 +181%
AWM
893
Affinity Wealth Management
Delaware
$120K +$1.08M +96,735 +892%
CC
894
Cognios Capital
Kansas
$119K +$5.87K +526 +5%
ZF
895
Zhang Financial
Michigan
$117K +$115K +10,289 New
GGI
896
Godsey & Gibb Inc
Virginia
$117K +$117K +10,481 New
GA
897
GFS Advisors
Texas
$116K – – –
IIM
898
Ipswich Investment Management
Massachusetts
$116K – – –
SAM
899
Summit Asset Management
Tennessee
$116K – – –
KLI
900
Kelman-Lazarov Inc
Tennessee
$116K +$115K +10,340 New
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