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Name Holding Trade Value Shares
Change 		Change in
Stake
JA
1601
JOYN Advisors
Georgia
$367K +$368K +7,996 New
PAS
1602
Partnervest Advisory Services
California
$366K -$3.45K -75 -0.9%
CIC
1603
Cornercap Investment Counsel
Georgia
$365K -$70.4K -1,532 -16%
OFW
1604
Omnia Family Wealth
Florida
$365K +$24.4K +531 +7%
LWM
1605
Lyell Wealth Management
California
$362K – – –
RCG
1606
Ruggie Capital Group
Florida
$362K – – –
BFA
1607
Beaumont Financial Advisors
Massachusetts
$361K -$35.9K -780 -9%
LFS
1608
Legacy Financial Strategies
Kansas
$361K +$362K +7,875 New
EWA
1609
Exencial Wealth Advisors
Oklahoma
$360K -$24K -523 -6%
HBT
1610
Hills Bank & Trust
Iowa
$359K -$4.6K -100 -1%
GCMG
1611
Gyroscope Capital Management Group
Florida
$359K -$3.58K -78 -1%
IFS
1612
Ifrah Financial Services
Arkansas
$358K -$83.2K -1,810 -19%
CHA
1613
Cooper/Haims Advisors
New York
$358K +$359K +7,803 New
SFG
1614
SevenBridge Financial Group
Pennsylvania
$357K -$38.2K -832 -10%
PI
1615
Pettee Investors
Connecticut
$356K – – –
CS
1616
Credential Securities
$354K +$44.7K +972 +14%
MIM
1617
Miller Investment Management
Pennsylvania
$354K – – –
VIMU
1618
Veritas Investment Management (UK)
United Kingdom
$353K -$51.9K -1,130 -13%
CCC
1619
Chelsea Counsel Company
California
$353K -$36.8K -800 -9%
LYV
1620
Live Your Vision
Pennsylvania
$353K – – –
SCA
1621
Stuart Chaussee & Associates
California
$352K – – –
CAC
1622
Certified Advisory Corp
Florida
$352K +$354K +7,694 New
LC
1623
Landaas & Company
Wisconsin
$351K +$4.69K +102 +1%
HA
1624
Hays Advisory
Tennessee
$349K +$71K +1,544 +25%
SFS
1625
Strategic Financial Services
New York
$348K -$1.75K -38 -0.5%
63 64
65
66 67