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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1726
Capital Performance Advisors
California
$6.79M +$5.77K +9 +0.1%
LI
1727
Louisbourg Investments
New Brunswick, Canada
$6.78M +$857K +1,337 +10%
SW
1728
SkyOak Wealth
Michigan
$6.78M -$143K -223 -2%
KF
1729
KKM Financial
Illinois
$6.77M – – –
HAS
1730
HBW Advisory Services
California
$6.77M -$151K -236 -2%
GW
1731
Griffith & Werner
Georgia
$6.74M +$686K +1,071 +10%
NG
1732
NWK Group
California
$6.74M -$62.2K -97 -0.8%
BSC
1733
Brown Shipley & Co
United Kingdom
$6.73M +$849K +1,325 +13%
UAG
1734
United Advisor Group
Ohio
$6.73M -$249K -388 -3%
GJWM
1735
Gilliland Jeter Wealth Management
Arkansas
$6.72M +$3.2K +5 +0%
GP
1736
Geneva Partners
Wisconsin
$6.69M -$4.04M -6,304 -35%
HFS
1737
Haverford Financial Services
Pennsylvania
$6.69M +$1.9M +2,958 +34%
NIM
1738
Niles Investment Management
Florida
$6.67M -$3.2M -4,986 -30%
CAMV
1739
Concord Asset Management (Virginia)
Virginia
$6.66M -$229K -357 -3%
DWM
1740
Dynasty Wealth Management
Florida
$6.66M +$159K +248 +2%
NG
1741
Navigation Group
California
$6.65M +$7.45M +11,621 New
PVI
1742
Partners Value Investments
Bermuda
$6.65M – – –
SCM
1743
Sone Capital Management
New York
$6.65M +$1.81M +2,824 +32%
JF
1744
Jericho Financial
Ohio
$6.64M +$410K +640 +6%
GA
1745
GFS Advisors
Texas
$6.59M -$427K -666 -5%
PIA
1746
Perennial Investment Advisors
California
$6.58M +$187K +292 +3%
AC
1747
Addenda Capital
Quebec, Canada
$6.58M – – –
LFA
1748
Legacy Financial Advisors
Kentucky
$6.58M +$324K +506 +5%
BSCCG
1749
Blue Sky Capital Consultants Group
California
$6.57M -$20.5K -32 -0.3%
PPWM
1750
Paragon Private Wealth Management
Kentucky
$6.55M -$351K -547 -5%
68 69
70
71 72