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Name Holding Trade Value Shares
Change 		Change in
Stake
CSIA
2551
Conrad Siegel Investment Advisors
Pennsylvania
$338K +$272K +1,596 New
AAS
2552
Annex Advisory Services
Wisconsin
$338K -$86.9K -510 -24%
FPCP
2553
Fort Point Capital Partners
California
$337K +$271K +1,592 New
BCP
2554
Berkeley Capital Partners
Georgia
$337K +$271K +1,591 New
FMN
2555
Financial Management Network
California
$336K +$266K +1,564 New
RWP
2556
Ridgecrest Wealth Partners
California
$336K +$270K +1,584 New
ST
2557
Spinnaker Trust
Maine
$335K -$128K -750 -32%
SGK
2558
Steigerwald Gordon & Koch
Virginia
$335K +$269K +1,580 New
CIAS
2559
CFS Investment Advisory Services
New Jersey
$334K -$89.1K -523 -25%
AC
2560
AlphaCore Capital
California
$334K -$29K -170 -10%
KI
2561
Kapitalo Investimentos
Brazil
$334K +$268K +1,575 New
NEWAS
2562
N.E.W. Advisory Services
Wisconsin
$334K -$49.4K -290 -16%
PCMF
2563
Private Capital Management (Florida)
Florida
$333K -$151K -885 -36%
EA
2564
Emerald Advisors
Washington
$332K +$267K +1,568 New
TFCP
2565
Twin Focus Capital Partners
Massachusetts
$332K +$267K +1,565 New
BHB
2566
Bank Hapoalim BM
Israel
$331K +$266K +1,561 New
SFP
2567
Sandbox Financial Partners
Maryland
$331K -$29K -170 -10%
WA
2568
WealthTrust Axiom
Pennsylvania
$330K +$265K +1,558 New
EDRIA
2569
Edmonds Duncan Registered Investment Advisors
Kansas
$330K -$85.2K -500 -24%
WPA
2570
West Paces Advisors
Georgia
$328K -$15.8K -93 -6%
BOM
2571
Bank of Marin
California
$328K +$263K +1,547 New
RWS
2572
Resolute Wealth Strategies
Mississippi
$327K +$263K +1,542 New
4WM
2573
44 Wealth Management
Oregon
$325K +$261K +1,534 New
AM
2574
AGF Management
Ontario, Canada
$325K +$261K +1,533 New
GIM
2575
Grassi Investment Management
California
$324K -$340K -1,995 -57%
101 102
103
104 105