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Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
2326
Wescott Financial Advisory Group
Pennsylvania
$369K – – –
OA
2327
Oceanside Advisors
South Carolina
$368K +$355K +6,244 New
CYG
2328
Clean Yield Group
Vermont
$368K – – –
SC
2329
Sepio Capital
Utah
$367K -$595K -10,468 -63%
OAM
2330
Oak Asset Management
California
$366K -$29.8K -525 -8%
ACS
2331
Archford Capital Strategies
Illinois
$365K -$462K -8,133 -57%
FI
2332
Finivi Inc
Massachusetts
$365K +$352K +6,191 New
KA
2333
Kozak & Associates
Colorado
$364K -$218K -3,846 -39%
HWA
2334
HHM Wealth Advisors
Tennessee
$364K +$53.4K +940 +18%
UF
2335
Univest Financial
Pennsylvania
$364K – – –
IFWM
2336
Institute for Wealth Management
Colorado
$364K -$34.7K -611 -9%
USB
2337
Union Savings Bank
Connecticut
$364K -$3.41K -60 -1%
SRC
2338
Shufro Rose & Co
New York
$364K – – –
CCM
2339
Carlson Capital Management
Minnesota
$364K -$43.2K -761 -11%
QWM
2340
Quadcap Wealth Management
Texas
$363K +$350K +6,156 New
PCFFS
2341
Pacific Center for Financial Services
California
$362K – – –
AWM
2342
Avaii Wealth Management
Wisconsin
$362K +$13.6K +239 +4%
SW
2343
Solidarity Wealth
Utah
$362K -$237K -4,164 -40%
WTB
2344
Washington Trust Bank
Washington
$362K +$19.1K +337 +6%
KA
2345
Klingman & Associates
New York
$362K -$12.8K -225 -4%
LA
2346
Latitude Advisors
Florida
$361K -$15.1K -265 -4%
FWM
2347
FSA Wealth Management
Massachusetts
$361K -$78K -1,373 -18%
BGAI
2348
Bruce G. Allen Investments
Colorado
$360K +$347K +6,103 New
AIA
2349
Arbor Investment Advisors
North Carolina
$360K +$34.2K +602 +11%
AAS
2350
Annex Advisory Services
Wisconsin
$359K -$148K -2,604 -30%
92 93
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