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Name Holding Trade Value Shares
Change 		Change in
Stake
CAP
3726
Columbia Advisory Partners
Washington
$1.49M +$20.5K +68 +1%
WJA
3727
Willis Johnson & Associates
Texas
$1.49M +$69.8K +232 +5%
JGCM
3728
Joseph Group Capital Management
Ohio
$1.49M +$75.5K +251 +5%
UCB
3729
United Community Bank
South Carolina
$1.48M – – –
RWM
3730
Reston Wealth Management
Virginia
$1.48M +$13.2K +44 +0.9%
TWM
3731
TriaGen Wealth Management
California
$1.48M -$43.3K -144 -3%
BFG
3732
Barber Financial Group
Kansas
$1.48M -$23.5K -78 -2%
KCM
3733
KRS Capital Management
Michigan
$1.47M +$65.6K +218 +5%
AAM
3734
Alken Asset Management
United Kingdom
$1.47M +$1.41M +4,693 New
PA
3735
Planning Alternatives
Michigan
$1.47M -$73.1K -243 -5%
AIA
3736
Angeles Investment Advisors
California
$1.46M -$15.7M -52,234 -92%
PAG
3737
Paladin Advisory Group
Iowa
$1.46M +$1.42M +4,728 New
NPPM
3738
North Point Portfolio Managers
Ohio
$1.46M -$12K -40 -0.8%
WIA
3739
World Investment Advisors
California
$1.46M +$43K +143 +3%
MPCG
3740
Matrix Private Capital Group
New York
$1.46M +$3.01K +10 +0.2%
RCM
3741
Raleigh Capital Management
North Carolina
$1.46M +$1.4M +4,668 +8,644%
BAM
3742
Bayshore Asset Management
Florida
$1.45M – – –
PFM
3743
Peak Financial Management
Massachusetts
$1.45M +$236K +785 +20%
PBF
3744
Petix & Botte Financial
California
$1.45M +$708K +2,354 +100%
POIA
3745
Pin Oak Investment Advisors
Texas
$1.45M -$7.52K -25 -0.5%
FWM
3746
Fingerlakes Wealth Management
New York
$1.45M -$28K -93 -2%
BU
3747
Brown University
Rhode Island
$1.44M – – –
APWM
3748
Atlas Private Wealth Management
New York
$1.44M +$6.92K +23 +0.5%
OCPWS
3749
One Charles Private Wealth Services
Massachusetts
$1.44M -$12.3K -41 -0.9%
CSIA
3750
Conrad Siegel Investment Advisors
Pennsylvania
$1.44M +$3.01K +10 +0.2%
148 149
150
151 152