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Name Holding Trade Value Shares
Change 		Change in
Stake
NBWM
1826
North Berkeley Wealth Management
California
$497K -$355K -1,617 -46%
RGC
1827
Roberts, Glore & Co
Illinois
$497K -$878 -4 -0.2%
DFG
1828
Dupree Financial Group
Kentucky
$496K +$9.87K +45 +2%
SCM
1829
Sollinda Capital Management
Florida
$495K +$422K +1,925 New
DWM
1830
Dopkins Wealth Management
New York
$493K -$169K -771 -29%
CCAM
1831
Cascades Capital Asset Management
North Carolina
$493K +$3.07K +14 +0.7%
SCM
1832
Sebold Capital Management
Illinois
$493K +$6.36K +29 +2%
DWA
1833
Davis Wealth Advisors
New Hampshire
$492K – – –
GEA
1834
Glen Eagle Advisors
New Jersey
$492K +$21.9K +100 +6%
IF
1835
Intrua Financial
Texas
$490K -$58.8K -268 -12%
YCG
1836
Yeomans Consulting Group
Georgia
$490K +$432K +1,967 New
HFF
1837
Halter Ferguson Financial
Indiana
$489K +$2.63K +12 +0.6%
RIA
1838
Realta Investment Advisors
Delaware
$489K +$417K +1,900 New
FNT
1839
First Nebraska Trust
Nebraska
$488K -$32.7K -149 -7%
WP
1840
WealthPLAN Partners
Nebraska
$488K -$66.3K -302 -14%
JEST
1841
JTC Employer Solutions Trustee
Jersey
$485K -$110K -500 -21%
JJBC
1842
James J. Burns & Company
New York
$485K +$8.12K +37 +2%
WCWM
1843
Willow Creek Wealth Management
California
$483K – – –
FC
1844
Fusion Capital
South Carolina
$482K -$15.8K -72 -4%
CWA
1845
Centerline Wealth Advisors
Kentucky
$482K – – –
MCM
1846
MV Capital Management
Maryland
$481K +$1.1K +5 +0.3%
CAM
1847
Cidel Asset Management
Ontario, Canada
$479K +$32.3K +147 +9%
RFP
1848
Root Financial Partners
California
$479K +$138K +631 +51%
KA
1849
Kozak & Associates
Colorado
$479K -$189K -861 -31%
SP
1850
Stablepoint Partners
Massachusetts
$478K +$25K +114 +7%
72 73
74
75 76