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Name Holding Trade Value Shares
Change 		Change in
Stake
FCA
2326
FLC Capital Advisors
California
$277K +$27.8K +500 +12%
WOSD
2327
WFA of San Diego
California
$277K +$54.6K +981 +26%
WS
2328
Wela Strategies
Georgia
$274K – – –
MLFP
2329
MPS Loria Financial Planners
Illinois
$274K +$18.4K +331 +8%
C
2330
Certuity
Florida
$273K -$98.8K -1,774 -28%
CVM
2331
Cheviot Value Management
California
$273K – – –
PFA
2332
Pathway Financial Advisors
Vermont
$273K +$249K +4,474 New
WMA
2333
West Michigan Advisors
Michigan
$273K +$257K +4,617 New
RIM
2334
Rockbridge Investment Management
New York
$272K – – –
RCG
2335
Rock Creek Group
District of Columbia
$272K +$6.4K +115 +3%
SPP
2336
Single Point Partners
Massachusetts
$272K +$256K +4,598 New
BAM
2337
Blueshift Asset Management
New Jersey
$270K -$8.59M -154,221 -97%
BSSFA
2338
Baron Silver Stevens Financial Advisors
Florida
$270K +$20.5K +369 +9%
T
2339
TCWP
Ohio
$270K +$254K +4,568 New
CWA
2340
Centennial Wealth Advisory
Michigan
$269K -$7.96K -143 -3%
GA
2341
Geller Advisors
New York
$269K -$334 -6 -0.1%
PPW
2342
Pinnacle Private Wealth
Massachusetts
$269K +$253K +4,535 New
SFS
2343
Security Financial Services
Indiana
$269K +$253K +4,550 New
HCP
2344
Holt Capital Partners
Texas
$268K – – –
NWA
2345
Navis Wealth Advisors
New York
$267K +$26.8K +481 +12%
CPA
2346
Clear Perspective Advisors
Illinois
$266K – – –
BCM
2347
BTC Capital Management
Iowa
$266K +$27.8K +500 +13%
RGF
2348
Retirement Guys Formula
Ohio
$266K +$250K +4,495 New
FM
2349
Foster & Motley
Ohio
$265K +$10.9K +196 +5%
SFA
2350
Source Financial Advisors
New York
$264K -$40.4K -725 -14%
92 93
94
95 96