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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
1476
Verus Financial Partners
Virginia
$206K +$1.44K +16 +0.7%
MA
1477
MONECO Advisors
Connecticut
$206K -$3.69K -41 -2%
CCB
1478
Country Club Bank
Missouri
$205K +$206K +2,292 New
FC
1479
Financial Council
Maryland
$204K – – –
WCWM
1480
Willow Creek Wealth Management
California
$204K – – –
ACM
1481
Advisors Capital Management
New Jersey
$204K +$208K +2,309 New
CGA
1482
Crescent Grove Advisors
Illinois
$204K +$207K +2,308 New
ARG
1483
Advisory Resource Group
Oklahoma
$203K -$7.64K -85 -4%
OCPWS
1484
One Charles Private Wealth Services
Massachusetts
$203K – – –
CFO
1485
CVA Family Office
Colorado
$203K +$6.74K +75 +3%
NEPPG
1486
New England Professional Planning Group
Rhode Island
$202K – – –
PCMC
1487
Paragon Capital Management (Colorado)
Colorado
$202K +$206K +2,290 New
SSWG
1488
Seven Springs Wealth Group
Tennessee
$202K – – –
CP
1489
Camelot Portfolios
Ohio
$202K -$270K -3,007 -57%
NAM
1490
NorthCrest Asset Manangement
Minnesota
$202K -$12.9K -143 -6%
VCP
1491
Verus Capital Partners
Arizona
$202K -$39.9K -444 -16%
LIA
1492
LS Investment Advisors
Michigan
$202K +$205K +2,284 New
HFAS
1493
Hummer Financial Advisory Services
Illinois
$201K – – –
CAM
1494
Claret Asset Management
Quebec, Canada
$201K -$3.06K -34 -1%
CCG
1495
Coastwise Capital Group
California
$201K -$39.5K -440 -16%
SIMG
1496
Sonora Investment Management Group
Arizona
$201K +$205K +2,277 New
DOA
1497
D'Orazio & Associates
Virginia
$201K +$204K +2,275 New
MCM
1498
MV Capital Management
Maryland
$201K +$2.52K +28 +1%
RCM
1499
RB Capital Management
Nevada
$200K +$204K +2,268 New
BFO
1500
Boston Family Office
Massachusetts
$200K +$204K +2,270 New
58 59
60
61 62