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Name Holding Trade Value Shares
Change 		Change in
Stake
FCAS
1576
First Command Advisory Services
Texas
$311K +$349K +8,230 New
UCB
1577
United Community Bank
South Carolina
$310K +$184K +4,350 +113%
CFO
1578
CVA Family Office
Colorado
$310K -$5.09K -120 -1%
EAM
1579
Evanson Asset Management
California
$309K -$55.1K -1,300 -14%
UFF
1580
USA Financial Formulas
Michigan
$308K -$616K -14,530 -64%
HHGA
1581
Halbert Hargrove Global Advisors
California
$308K -$29.7K -700 -8%
TPWA
1582
TRUE Private Wealth Advisors
Oregon
$308K +$17.8K +420 +5%
BOPW
1583
Brandywine Oak Private Wealth
Pennsylvania
$308K -$65.3K -1,540 -16%
ACM
1584
Alpha Capital Management
Texas
$307K +$345K +8,130 New
CC
1585
Copperleaf Capital
North Carolina
$306K -$82.7K -1,950 -19%
SA
1586
SFI Advisors
New Jersey
$304K – – –
SFS
1587
Solitude Financial Services
Virginia
$302K -$848 -20 -0.2%
MBT
1588
Montecito Bank & Trust
California
$302K +$122K +2,880 +56%
MCCA
1589
Mill Creek Capital Advisors
Pennsylvania
$301K -$120K -2,830 -26%
SIAP
1590
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$301K -$1.7K -40 -0.5%
RWP
1591
RWA Wealth Partners
Massachusetts
$301K +$337K +7,960 New
PWS
1592
Peterson Wealth Services
Utah
$300K – – –
RMDI
1593
R.M. Davis Inc
Maine
$299K +$7.21K +170 +2%
LFG
1594
Lazard Frères Gestion
France
$298K -$15.3K -360 -4%
LP
1595
LMR Partners
United Kingdom
$298K -$552K -13,030 -62%
CGH
1596
CMG Global Holdings
Texas
$298K -$316K -7,460 -49%
BC
1597
Belmont Capital
California
$296K – – –
OAM
1598
Oak Asset Management
California
$296K – – –
MCP
1599
Mirador Capital Partners
California
$296K +$333K +7,850 New
PF
1600
Phoenix Financial
Israel
$296K -$582K -13,730 -64%
62 63
64
65 66