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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2551
Cahill Financial Advisors
Minnesota
$2.47M -$39K -237 -1%
GCM
2552
Gables Capital Management
Florida
$2.47M +$152K +925 +6%
LWM
2553
Liberty Wealth Management
California
$2.47M -$125K -760 -5%
IIA
2554
ICW Investment Advisors
Arizona
$2.47M -$6.58K -40 -0.3%
CYG
2555
Clean Yield Group
Vermont
$2.47M -$1.45M -8,792 -36%
VI
2556
Versor Investments
New York
$2.46M -$2.93M -17,800 -53%
FC
2557
Financial Consulate
Maryland
$2.46M -$22.7K -138 -0.9%
AA
2558
Argent Advisors
Louisiana
$2.46M -$335K -2,038 -12%
FIA
2559
Foundations Investment Advisors
Arizona
$2.45M +$1.17M +7,102 +79%
WAG
2560
Winthrop Advisory Group
Massachusetts
$2.44M +$187K +1,140 +8%
EHWM
2561
Eads & Heald Wealth Management
Georgia
$2.44M -$242K -1,473 -9%
RW
2562
REDW Wealth
New Mexico
$2.44M +$40.6K +247 +2%
AWA
2563
Acorn Wealth Advisors
Michigan
$2.43M +$373K +2,268 +18%
DFG
2564
Demars Financial Group
Washington
$2.43M +$172K +1,043 +7%
OFS
2565
Orrstown Financial Services
Pennsylvania
$2.42M -$284K -1,726 -10%
PBT
2566
Pictet Bank & Trust
Bahamas
$2.41M -$669K -4,070 -21%
SWP
2567
Strategic Wealth Partners
Ohio
$2.41M – – –
KHLMVGHM
2568
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$2.4M – – –
JF
2569
JSF Financial
California
$2.39M +$1.23M +7,467 +97%
BCI
2570
Brinker Capital Investments
Pennsylvania
$2.38M -$360K -2,187 -13%
MCCP
2571
Mission Creek Capital Partners
California
$2.38M +$40.3K +245 +2%
ATWA
2572
Arbor Trust Wealth Advisors
Michigan
$2.38M -$16.4K -100 -0.7%
PG
2573
Proffitt & Goodson
Tennessee
$2.37M -$217K -1,318 -8%
UFG
2574
United Fire Group
Iowa
$2.37M – – –
CCM
2575
Courage Capital Management
Tennessee
$2.37M +$2.47M +15,000 New
101 102
103
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