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Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
1751
West Oak Capital
California
$863K -$31.3K -87 -3%
MGWM
1752
Marks Group Wealth Management
Minnesota
$863K – – –
HCM
1753
Horiko Capital Management
New York
$861K – – –
NMG
1754
New Millennium Group
Utah
$856K +$539K +1,499 +167%
CPWA
1755
Cerro Pacific Wealth Advisors
California
$855K +$28.8K +80 +3%
PTC
1756
Provident Trust Company
Wisconsin
$854K – – –
BA
1757
Bridgewater Advisors
New York
$854K +$11.9K +33 +1%
OR
1758
Olympiad Research
Connecticut
$853K -$124K -345 -13%
SOS
1759
Silver Oak Securities
Tennessee
$850K +$868K +2,414 New
FHC
1760
First Heartland Consultants
Missouri
$849K +$16.9K +47 +2%
HIP
1761
HUB Investment Partners
Texas
$849K +$33.1K +92 +4%
CFA
1762
CWS Financial Advisors
Michigan
$847K – – –
MSAM
1763
Moloney Securities Asset Management
Missouri
$847K +$88.4K +246 +12%
CB
1764
Cadence Bank
Mississippi
$843K -$10.1K -28 -1%
DCM
1765
DGS Capital Management
New Jersey
$842K +$92.4K +257 +12%
TFS
1766
TrustCore Financial Services
Tennessee
$836K +$497K +1,382 +144%
SCP
1767
Stamos Capital Partners
California
$836K +$841K +2,340 New
CAL
1768
Capital Advisors Ltd
Ohio
$833K +$163K +454 +24%
GDP
1769
Great Diamond Partners
Maine
$830K -$51.4K -143 -6%
IA
1770
Insight Advisors
Pennsylvania
$826K +$302K +840 +57%
LWA
1771
Lineweaver Wealth Advisors
Ohio
$823K -$9.71K -27 -1%
CBFP
1772
Cedar Brook Financial Partners
Ohio
$821K +$12.9K +36 +2%
C
1773
Covestor
United Kingdom
$821K +$667K +1,856 +422%
RFN
1774
RDA Financial Network
Iowa
$817K +$40.3K +112 +5%
EWM
1775
Evermay Wealth Management
Virginia
$816K +$381K +1,060 +87%
69 70
71
72 73