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Name Holding Trade Value Shares
Change 		Change in
Stake
VFM
3401
Vivid Financial Management
California
$2.6M +$219K +677 +10%
BMCM
3402
Bryn Mawr Capital Management
Pennsylvania
$2.6M +$49K +151 +2%
OWA
3403
One Wealth Advisors
California
$2.6M +$44.1K +136 +2%
CFD
3404
Creative Financial Designs
Indiana
$2.6M -$96.6K -298 -4%
AIA
3405
Alera Investment Advisors
Illinois
$2.59M -$388K -1,197 -13%
AA
3406
Aire Advisors
California
$2.59M +$2.5M +7,716 New
FNBSF
3407
First National Bank Sioux Falls
South Dakota
$2.59M +$49K +151 +2%
B
3408
Bridgeworth
Alabama
$2.59M +$310K +955 +14%
GIM
3409
Groesbeck Investment Management
New Jersey
$2.59M – – –
SFG
3410
Sunburst Financial Group
Alabama
$2.59M +$210K +648 +9%
KFS
3411
Kaizen Financial Strategies
California
$2.58M -$1.5M -4,617 -38%
FH
3412
FWG Holdings
Florida
$2.58M -$6.81K -21 -0.3%
SC
3413
Sonen Capital
California
$2.57M +$2.48M +7,653 New
CWM
3414
Cabot Wealth Management
Massachusetts
$2.57M +$13K +40 +0.5%
OFS
3415
Orrstown Financial Services
Pennsylvania
$2.57M -$283K -874 -10%
SIMM
3416
Stillwater Investment Management (Minnesota)
Minnesota
$2.56M -$79.8K -246 -3%
MWM
3417
MinichMacGregor Wealth Management
New York
$2.55M +$551K +1,701 +29%
ZIMP
3418
Zimmermann Investment Management & Planning
Pennsylvania
$2.55M +$2.46M +7,583 New
OWA
3419
Outlook Wealth Advisors
Texas
$2.55M -$3.89K -12 -0.2%
TI
3420
Truepoint Inc
Ohio
$2.55M +$338K +1,042 +16%
LFA
3421
Landmark Financial Advisors
Kentucky
$2.54M +$45.1K +139 +2%
BAM
3422
Baldrige Asset Management
Pennsylvania
$2.54M -$3.57K -11 -0.1%
SFWC
3423
Strategic Family Wealth Counselors
New Jersey
$2.54M – – –
FIM
3424
Fernwood Investment Management
Massachusetts
$2.54M +$29.8K +92 +1%
TFP
3425
Tilia Fiduciary Partners
North Carolina
$2.54M +$2.44M +7,538 New
135 136
137
138 139