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Name Holding Trade Value Shares
Change 		Change in
Stake
DL
2101
DOHJ LLC
Washington
$531K +$12.8K +79 +2%
CMI
2102
Clare Market Investments
Texas
$531K -$880K -5,429 -58%
CPA
2103
Capital Performance Advisors
California
$530K -$15.9K -98 -2%
PGWM
2104
Parisi Gray Wealth Management
New Jersey
$528K -$1.05M -6,508 -63%
CAI
2105
Capital Advisors Inc
Oklahoma
$527K -$148K -911 -18%
CP
2106
Castleview Partners
Texas
$527K -$111K -683 -15%
BONST
2107
Bank of Nova Scotia Trust
Ontario, Canada
$527K -$6.48K -40 -1%
VC
2108
Vicus Capital
Pennsylvania
$526K +$46.2K +285 +8%
FW
2109
FirstPurpose Wealth
Utah
$525K +$95.5K +589 +18%
UCB
2110
United Community Bank
South Carolina
$525K +$78.9K +487 +14%
FHC
2111
First Heartland Consultants
Missouri
$524K -$19.4K -120 -3%
DCM
2112
Dimension Capital Management
Florida
$524K +$28.7K +177 +5%
FWA
2113
FSM Wealth Advisors
Ohio
$523K +$324K +1,996 +107%
HIM
2114
Hillsdale Investment Management
Ontario, Canada
$522K +$80.1K +494 +15%
CPWM
2115
Cypress Point Wealth Management
Texas
$521K -$18.6K -115 -3%
IC
2116
Inscription Capital
Texas
$520K -$419K -2,585 -40%
GA
2117
Geller Advisors
New York
$520K -$249K -1,537 -29%
CCA
2118
Cobblestone Capital Advisors
New York
$520K +$7.13K +44 +1%
AWA
2119
Aaron Wealth Advisors
Illinois
$519K -$276K -1,704 -31%
CAL
2120
Capital Analysts LLC
Pennsylvania
$519K -$6.48K -40 -1%
WTFG
2121
Wells Trecaso Financial Group
Ohio
$519K -$5.19K -32 -0.8%
SKK
2122
Shepherd Kaplan Krochuk
Massachusetts
$519K +$196K +1,212 +46%
FRM
2123
Fox Run Management
Connecticut
$517K +$617K +3,807 New
RGF
2124
Retirement Guys Formula
Ohio
$516K +$75K +463 +14%
PPP
2125
Private Portfolio Partners
New Jersey
$516K +$64.7K +399 +12%
83 84
85
86 87