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Name Holding Trade Value Shares
Change 		Change in
Stake
CGA
2426
Crescent Grove Advisors
Illinois
$1.54M +$21.6K +198 +2%
BWA
2427
Burt Wealth Advisors
Maryland
$1.53M +$296K +2,713 +26%
AF
2428
Affiance Financial
Minnesota
$1.53M -$134K -1,230 -9%
AFS
2429
Access Financial Services
Minnesota
$1.53M +$18K +165 +1%
WAG
2430
Winthrop Advisory Group
Massachusetts
$1.53M +$114K +1,045 +9%
DG
2431
Delek Group
Israel
$1.52M -$122K -1,118 -8%
CA
2432
Capital Advantage
California
$1.52M -$662K -6,064 -32%
VWA
2433
VERITY Wealth Advisors
United States
$1.52M – – –
NCM
2434
Noesis Capital Mangement
Florida
$1.51M +$89.6K +821 +7%
CWA
2435
Cypress Wealth Advisors
California
$1.51M -$214K -1,960 -13%
AWA
2436
Acorn Wealth Advisors
Michigan
$1.51M -$10.6K -97 -0.8%
BWM
2437
BT Wealth Management
Georgia
$1.5M -$873K -8,003 -39%
AIM
2438
ARK Investment Management
Florida
$1.5M -$225K -2,065 -14%
SCM
2439
Sterneck Capital Management
Missouri
$1.5M -$114K -1,043 -8%
SAA
2440
Southeast Asset Advisors
Georgia
$1.5M -$4.58K -42 -0.3%
HAM
2441
Harber Asset Management
North Carolina
$1.48M -$6.09M -55,862 -82%
UH
2442
Unigestion Holding
Switzerland
$1.48M -$396K -3,633 -22%
ONST
2443
Old North State Trust
North Carolina
$1.48M +$236K +2,159 +21%
JPC
2444
Jabodon PT Co
Nevada
$1.47M +$1.36M +12,486 New
BFPW
2445
BOK Financial Private Wealth
Colorado
$1.47M -$122K -1,115 -8%
FDS
2446
Freedom Day Solutions
Texas
$1.46M +$253K +2,317 +23%
WCF
2447
West Coast Financial
California
$1.46M +$538K +4,935 +66%
CAL
2448
Capital Advisors Ltd
Ohio
$1.45M – – –
IA
2449
Independence Advisors
Pennsylvania
$1.45M +$180K +1,650 +15%
GCM
2450
Glynn Capital Management
California
$1.45M – – –
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