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Name Holding Trade Value Shares
Change 		Change in
Stake
HG
3451
Harbor Group
New Hampshire
$209K – – –
APIM
3452
Agate Pass Investment Management
Washington
$209K – – –
CPA
3453
Capital Performance Advisors
California
$209K +$7.16K +21 +4%
SHIM
3454
Stone House Investment Management
Pennsylvania
$209K +$682 +2 +0.3%
EFG
3455
Embree Financial Group
Illinois
$208K +$341 +1 +0.2%
IPW
3456
IronBridge Private Wealth
Texas
$208K +$1.02K +3 +0.5%
CGFA
3457
Colton Groome Financial Advisors
North Carolina
$207K – – –
RJTCONH
3458
Raymond James Trust Company of New Hampshire
New Hampshire
$207K -$682 -2 -0.3%
VCP
3459
Vista Capital Partners
Oregon
$207K +$2.39K +7 +1%
AFG
3460
Arkansas Financial Group
Arkansas
$207K +$205K +600 New
EFI
3461
EHP Funds Inc
Canada
$207K +$205K +600 New
CF
3462
Convergence Financial
Missouri
$206K -$61.7K -181 -23%
ACA
3463
Ackerman Capital Advisors
Texas
$206K – – –
APS
3464
American Planning Services
Florida
$206K – – –
WFA
3465
WestHill Financial Advisors
California
$205K +$341 +1 +0.2%
OWM
3466
Orgel Wealth Management
Wisconsin
$205K +$17.4K +51 +9%
GJIA
3467
Glass Jacobson Investment Advisors
Maryland
$205K – – –
OWM
3468
Opes Wealth Management
California
$203K +$9.89K +29 +5%
CG
3469
Cynosure Group
Utah
$203K -$12.6K -37 -6%
FPIS
3470
Financial Planning & Information Services
Wisconsin
$203K – – –
SICM
3471
Sustainable Insight Capital Management
New York
$203K – – –
HC
3472
Hendley & Co
Ohio
$203K – – –
ELM
3473
Elite Life Management
Florida
$202K +$6.14K +18 +3%
SOAG
3474
Silver Oak Advisory Group
Oregon
$202K – – –
WFP
3475
Wrenne Financial Planning
Kentucky
$202K +$200K +586 New
137 138
139
140 141