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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
4901
Windham Capital Management
Massachusetts
$624K – – –
BIG
4902
Boothe Investment Group
Delaware
$624K +$577K +1,366 New
JWM
4903
JFG Wealth Management
Colorado
$624K +$136K +321 +30%
TDC
4904
Thompson Davis & Co
Virginia
$623K +$38.9K +92 +7%
VFG
4905
V2 Financial group
Illinois
$623K -$13.5K -32 -2%
PVAMC
4906
PPS&V Asset Management Consultants
Michigan
$623K +$422 +1 +0.1%
CMP
4907
Courage Miller Partners
Virginia
$623K – – –
CI
4908
Cordant Inc
Oregon
$623K – – –
SG
4909
Sharper & Granite
California
$619K -$10.6K -25 -2%
AAG
4910
Avalon Advisory Group
Pennsylvania
$617K – – –
BA
4911
BCM Advisors
Louisiana
$617K -$44.3K -105 -7%
CPCM
4912
Cardinal Point Capital Management
Ontario, Canada
$615K +$144K +340 +33%
BSWM
4913
Boston Standard Wealth Management
Massachusetts
$613K -$147K -348 -20%
CAG
4914
Compass Advisory Group
New York
$611K -$6.33K -15 -1%
RFA
4915
RTD Financial Advisors
Pennsylvania
$611K +$17.3K +41 +3%
DI
4916
Disciplined Investments
Oklahoma
$609K +$11.4K +27 +2%
WIC
4917
Whitegate Investment Counselors
New Hampshire
$609K +$106K +250 +23%
HOWA
4918
Heritage Oak Wealth Advisors
Florida
$607K +$574K +1,359 New
FAM
4919
Fenimore Asset Management
New York
$607K – – –
SCM
4920
Sollinda Capital Management
Florida
$607K -$7.6K -18 -1%
RFG
4921
REAP Financial Group
Texas
$605K -$117K -278 -17%
OBWP
4922
O'Brien Wealth Partners
Massachusetts
$604K +$64.6K +153 +13%
LFWA
4923
LBJ Family Wealth Advisors
Texas
$602K +$568K +1,346 New
HFA
4924
Highland Financial Advisors
New Jersey
$599K +$179K +423 +46%
TVM
4925
True Vision MN
Minnesota
$596K -$2.11K -5 -0.4%
195 196
197
198 199