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Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2651
Hughes Financial Services
Virginia
$360K -$44.1K -141 -13%
CWMGO
2652
Capstone Wealth Management Group (Oregon)
Oregon
$359K -$25K -80 -8%
HFRG
2653
Houlihan Financial Resource Group
Virginia
$359K -$1.25K -4 -0.4%
BFPW
2654
BOK Financial Private Wealth
Colorado
$359K +$9.39K +30 +3%
OCG
2655
Opus Capital Group
Ohio
$357K – – –
BFS
2656
Burr Financial Services
California
$357K +$32.9K +105 +12%
FBB
2657
Fulton Breakefield Broenniman
Maryland
$357K +$11.9K +38 +4%
OFW
2658
Omnia Family Wealth
Florida
$356K -$16.9K -54 -5%
PAMG
2659
Patton Albertson Miller Group
Tennessee
$356K – – –
EIM
2660
Essex Investment Management
Massachusetts
$355K -$26.3K -84 -8%
AP
2661
Atwood & Palmer
Missouri
$355K -$1.56K -5 -0.5%
4WM
2662
49 Wealth Management
Texas
$355K +$297K +949 New
A
2663
Alongside
Texas
$355K +$297K +949 New
FCM
2664
Family Capital Management
Michigan
$354K -$7.83K -25 -3%
CWG
2665
Crown Wealth Group
North Carolina
$354K +$11.6K +37 +4%
PFM
2666
Phillips Financial Management
Indiana
$354K +$4.38K +14 +2%
AA
2667
Auxano Advisors
Washington
$354K +$939 +3 +0.3%
DKCM
2668
Davidson Kahn Capital Management
California
$354K – – –
MCWA
2669
Meadow Creek Wealth Advisors
Georgia
$354K +$68.9K +220 +30%
HJGA
2670
Hardman Johnston Global Advisors
Connecticut
$354K – – –
ACA
2671
Affinity Capital Advisors
California
$353K -$8.45K -27 -3%
TF
2672
Trek Financial
Arizona
$352K +$20K +64 +7%
C1AG
2673
Client 1st Advisory Group
Florida
$352K +$15.7K +50 +6%
NQWM
2674
Northwest Quadrant Wealth Management
Oregon
$352K -$31.3K -100 -10%
FC
2675
Financial Consulate
Maryland
$352K +$1.56K +5 +0.5%
105 106
107
108 109