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Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
2951
Chelsea Counsel Company
California
$6.47M -$1.49M -3,560 -17%
HP
2952
Holistic Planning
Texas
$6.47M +$622K +1,486 +9%
SPFA
2953
Summit Place Financial Advisors
New Jersey
$6.45M +$334K +798 +5%
KCPT
2954
Kingstone Capital Partners Texas
Texas
$6.45M +$95.4K +228 +1%
SJL
2955
Shayne & Jacobs LLC
Tennessee
$6.44M – – –
NC
2956
NewSquare Capital
Pennsylvania
$6.44M +$333K +797 +5%
SIC
2957
Sterling Investment Counsel
New York
$6.43M +$210K +502 +3%
HZ
2958
Hixon Zuercher
Ohio
$6.43M +$302K +721 +4%
AT
2959
Adelphi Trust
Florida
$6.43M +$711K +1,698 +11%
PPC
2960
Park Place Capital
Alabama
$6.43M +$564K +1,347 +8%
FFG
2961
First Financial Group
North Carolina
$6.43M -$28K -67 -0.4%
EWM
2962
Evermay Wealth Management
Virginia
$6.43M +$118K +282 +2%
AAA
2963
Adams Asset Advisors
Texas
$6.41M +$1.42M +3,400 +24%
MEG
2964
Millstone Evans Group
Colorado
$6.41M -$1.67K -4 -0%
IIA
2965
ICW Investment Advisors
Arizona
$6.41M +$359K +858 +5%
LIA
2966
LBMC Investment Advisors
Tennessee
$6.4M +$131K +312 +2%
PWS
2967
Peterson Wealth Services
Utah
$6.4M +$326K +778 +5%
KCFA
2968
Key Client Fiduciary Advisors
New Jersey
$6.4M +$428K +1,023 +6%
LA
2969
LexAurum Advisors
Kansas
$6.39M +$7.22M +17,252 New
AA
2970
Altman Advisors
Illinois
$6.39M +$651K +1,555 +10%
TIA
2971
Trust Investment Advisors
Indiana
$6.37M -$847K -2,024 -11%
PNFS
2972
PW Nova Financial Services
Pennsylvania
$6.37M +$2.46M +5,883 +52%
WDG
2973
Wealth Dimensions Group
Ohio
$6.37M +$109K +260 +2%
SP
2974
Symmetry Partners
Connecticut
$6.37M +$402K +961 +6%
KI
2975
KTF Investments
California
$6.36M -$779K -1,862 -10%
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