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Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1651
Holistic Financial Partners
Indiana
$240K – – –
VWA
1652
V Wealth Advisors
Kansas
$240K +$42.4K +353 +20%
NQWM
1653
Northwest Quadrant Wealth Management
Oregon
$239K +$2.76K +23 +1%
SFWC
1654
Strategic Family Wealth Counselors
New Jersey
$239K +$264K +2,199 New
CAW
1655
Cornerstone Advisors (Washington)
Washington
$236K +$17.5K +146 +7%
CPSAC
1656
Chas P. Smith & Associates (CPS)
Florida
$235K -$13.4K -112 -5%
IA
1657
Independence Advisors
Pennsylvania
$235K -$600 -5 -0.2%
OCM
1658
Osterweis Capital Management
California
$235K +$9.6K +80 +4%
BWA
1659
BlueSky Wealth Advisors
North Carolina
$235K +$222K +1,848 New
MWP
1660
Moller Wealth Partners
$235K +$245K +2,040 New
HCM
1661
Highlander Capital Management
New Jersey
$234K -$157K -1,308 -38%
AFA
1662
Arlington Financial Advisors
California
$234K +$37.6K +313 +17%
SSW
1663
Smith Shellnut Wilson
Mississippi
$233K – – –
GAM
1664
Gemmer Asset Management
California
$232K -$324K -2,703 -56%
TB
1665
Terril Brothers
Missouri
$231K – – –
SCM
1666
Stellar Capital Management
Arizona
$231K +$240 +2 +0.1%
PIM
1667
Progressive Investment Management
Oregon
$229K – – –
NEPWA
1668
New England Private Wealth Advisors
Massachusetts
$229K +$57.9K +482 +30%
SEIA
1669
Signature Estate & Investment Advisors
California
$228K – – –
PA
1670
PFG Advisors
Arizona
$228K +$210K +1,750 New
PCA
1671
Private Capital Advisors
Connecticut
$227K -$5.65M -47,079 -96%
NAMP
1672
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$227K -$391K -3,258 -61%
FIG
1673
FundX Investment Group
California
$227K – – –
LD
1674
Lipe & Dalton
New York
$227K – – –
KF
1675
Krilogy Financial
Missouri
$227K +$67.7K +564 +37%
65 66
67
68 69