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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
4651
Kearns & Associates
California
$1.81M – – –
RPA
4652
Rock Point Advisors
Vermont
$1.81M -$75K -176 -4%
GPA
4653
Guidance Point Advisors
Massachusetts
$1.81M +$10.6K +25 +0.6%
VR
4654
Valued Retirements
Texas
$1.81M – – –
LWM
4655
Lionsbridge Wealth Management
Florida
$1.81M -$169K -397 -8%
CFG
4656
Clayton Financial Group
Missouri
$1.81M -$26.4K -62 -1%
IWS
4657
Integrity Wealth Solutions
Colorado
$1.81M +$59.6K +140 +3%
POIA
4658
Pin Oak Investment Advisors
Texas
$1.81M +$9.37K +22 +0.5%
R
4659
Rebalance
California
$1.8M +$246K +578 +16%
CPW
4660
Catalyst Private Wealth
California
$1.8M +$23.4K +55 +1%
GP
4661
Gridiron Partners
Pennsylvania
$1.8M – – –
VIM
4662
Vista Investment Management
Pennsylvania
$1.8M -$86.9K -204 -5%
SC
4663
Saiph Capital
New Jersey
$1.8M +$265K +623 +17%
CFS
4664
Coordinated Financial Services
Colorado
$1.79M +$1.81M +4,258 New
SA
4665
Sage Advisors
Colorado
$1.79M +$67.3K +158 +4%
IIM
4666
Illumine Investment Management
Washington
$1.79M +$1.81M +4,247 New
PCA
4667
Private Capital Advisors
Connecticut
$1.79M – – –
BIA
4668
Bell Investment Advisors
California
$1.79M -$63.9K -150 -3%
CCP
4669
Cassia Capital Partners
North Carolina
$1.79M +$429K +1,006 +31%
SC
4670
Stephens Consulting
Michigan
$1.78M +$75.8K +178 +4%
BM
4671
Bridger Management
New York
$1.78M – – –
CCA
4672
Cravens & Co Advisors
Tennessee
$1.78M -$2.98K -7 -0.2%
PFC
4673
Phocas Financial Corp
California
$1.78M +$1.8M +4,215 New
JA
4674
JVL Associates
Michigan
$1.77M -$21.3K -50 -1%
CL
4675
COWA LLC
Oklahoma
$1.77M +$383K +900 +27%
185 186
187
188 189