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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2301
Fermata Advisors
California
$215K +$219K +590 New
CPIA
2302
Cornell Pochily Investment Advisors
New York
$214K – – –
PFA
2303
Pure Financial Advisors
California
$213K – – –
SQA
2304
Simon Quick Advisors
New Jersey
$213K +$4.09K +11 +2%
MCP
2305
Mirador Capital Partners
California
$213K +$217K +583 New
PCA
2306
Providence Capital Advisors
North Carolina
$212K +$66.9K +180 +45%
SWM
2307
Salvus Wealth Management
New Jersey
$211K +$212K +570 New
LB
2308
Legacy Bridge
Iowa
$210K -$7.44K -20 -3%
APA
2309
Allegiant Private Advisors
Florida
$209K -$18.6K -50 -8%
BAM
2310
Bruderman Asset Management
New York
$209K +$213K +572 New
RGC
2311
Roberts, Glore & Co
Illinois
$208K – – –
OWA
2312
Opal Wealth Advisors
New York
$208K +$2.6K +7 +1%
SWM
2313
Selective Wealth Management
Virginia
$208K +$167K +450 +375%
BHBT
2314
Burke & Herbert Bank & Trust
Virginia
$207K – – –
FFA
2315
Fragasso Financial Advisors
Pennsylvania
$207K +$210K +566 New
IA
2316
IFG Advisory
Georgia
$205K -$196K -528 -48%
BWA
2317
Brave Warrior Advisors
New York
$204K +$207K +558 New
RHBC
2318
R.H. Bluestein & Co
Michigan
$204K +$208K +560 New
GFPC
2319
Global Financial Private Client
Florida
$203K – – –
PO
2320
Private Ocean
California
$202K +$4.46K +12 +2%
VCM
2321
Versant Capital Management
Arizona
$201K -$79.2K -213 -28%
CICI
2322
Capital Investment Counsel Inc
North Carolina
$201K +$204K +550 New
WGAM
2323
Wilkinson Global Asset Management
New York
$201K +$205K +551 New
RCM
2324
RNC Capital Management
California
$200K +$204K +548 New
BWFA
2325
Baltimore-Washington Financial Advisors
Maryland
$200K +$204K +550 New
91 92
93
94 95