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Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
1301
Verdence Capital Advisors
Maryland
$725K +$107K +2,440 +20%
CB
1302
CNB Bank
Pennsylvania
$724K +$120K +2,740 +23%
PFA
1303
Pure Financial Advisors
California
$724K -$63.3K -1,450 -9%
DWM
1304
Destination Wealth Management
California
$724K +$17.5K +400 +3%
SFFS
1305
Stonehage Fleming Financial Services
Jersey
$724K -$343K -7,860 -35%
AC
1306
Allstate Corporation
Illinois
$722K -$34.5K -790 -5%
WEG
1307
World Equity Group
Illinois
$721K +$53.7K +1,230 +9%
AA
1308
Advisory Alpha
Michigan
$720K +$72K +1,650 +13%
PCMC
1309
Private Capital Management (Colorado)
Colorado
$719K -$15.3K -350 -2%
SWM
1310
Salvus Wealth Management
New Jersey
$719K -$102K -2,340 -14%
1WA
1311
180 Wealth Advisors
Washington
$717K +$13.5K +310 +2%
BCMO
1312
Buckingham Capital Management (Ohio)
Ohio
$717K +$258K +5,900 +67%
RW
1313
Rede Wealth
Virginia
$713K -$11.8K -270 -2%
HPC
1314
HM Payson & Co
Maine
$712K -$43.7K -1,000 -6%
IF
1315
Integrity Financial
Wyoming
$711K -$272K -6,230 -30%
OCM
1316
Orion Capital Management
California
$708K +$11.8K +270 +2%
QWP
1317
Quotient Wealth Partners
Texas
$708K +$635K +14,540 New
FAM
1318
Formidable Asset Management
Ohio
$707K -$9.6K -220 -1%
CWP
1319
Capital Wealth Planning
Florida
$704K +$335K +7,680 +113%
SSWM
1320
Smith Salley Wealth Management
North Carolina
$701K +$11.8K +270 +2%
LAM
1321
L2 Asset Management
Massachusetts
$698K +$596K +13,650 +1,978%
VWM
1322
Venturi Wealth Management
Texas
$697K +$13.1K +300 +2%
CIC
1323
Carnegie Investment Counsel
Ohio
$697K -$35.4K -810 -5%
OP
1324
ORG Partners
Indiana
$697K -$197K -4,510 -24%
PFWA
1325
Paces Ferry Wealth Advisors
Georgia
$696K -$1.31K -30 -0.2%
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