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Name Holding Trade Value Shares
Change 		Change in
Stake
CGFA
3451
Colton Groome Financial Advisors
North Carolina
$207K – – –
RJTCONH
3452
Raymond James Trust Company of New Hampshire
New Hampshire
$207K -$682 -2 -0.3%
VCP
3453
Vista Capital Partners
Oregon
$207K +$2.39K +7 +1%
AFG
3454
Arkansas Financial Group
Arkansas
$207K +$205K +600 New
EFI
3455
EHP Funds Inc
Canada
$207K +$205K +600 New
CF
3456
Convergence Financial
Missouri
$206K -$61.7K -181 -23%
ACA
3457
Ackerman Capital Advisors
Texas
$206K – – –
APS
3458
American Planning Services
Florida
$206K – – –
WFA
3459
WestHill Financial Advisors
California
$205K +$341 +1 +0.2%
OWM
3460
Orgel Wealth Management
Wisconsin
$205K +$17.4K +51 +9%
GJIA
3461
Glass Jacobson Investment Advisors
Maryland
$205K – – –
OWM
3462
Opes Wealth Management
California
$203K +$9.89K +29 +5%
CG
3463
Cynosure Group
Utah
$203K -$12.6K -37 -6%
FPIS
3464
Financial Planning & Information Services
Wisconsin
$203K – – –
SICM
3465
Sustainable Insight Capital Management
New York
$203K – – –
HC
3466
Hendley & Co
Ohio
$203K – – –
ELM
3467
Elite Life Management
Florida
$202K +$6.14K +18 +3%
SOAG
3468
Silver Oak Advisory Group
Oregon
$202K – – –
WFP
3469
Wrenne Financial Planning
Kentucky
$202K +$200K +586 New
HAG
3470
HF Advisory Group
Maryland
$201K +$200K +585 New
IWM
3471
Integris Wealth Management
California
$201K -$12.6K -37 -6%
CWM
3472
Cherrydale Wealth Management
New Jersey
$201K +$199K +583 New
WAM
3473
Worth Asset Management
Texas
$201K -$16K -47 -7%
GWM
3474
Glass Wealth Management
Texas
$200K -$1.02K -3 -0.5%
PCFFS
3475
Pacific Center for Financial Services
California
$200K +$682 +2 +0.3%
137 138
139
140 141