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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2151
Parkside Advisors
California
$572K – – –
GFG
2152
Greystone Financial Group
Michigan
$572K +$358K +3,760 +159%
MCM
2153
Manchester Capital Management
Vermont
$570K +$68.5K +720 +13%
AA
2154
Auxano Advisors
Washington
$569K +$20.9K +220 +4%
6F
2155
626 Financial
Michigan
$568K – – –
SSWM
2156
Sheets Smith Wealth Management
North Carolina
$568K -$126K -1,320 -18%
TBT
2157
Texas Bank & Trust
Texas
$567K +$184K +1,930 +47%
RCG
2158
Ruane, Cunniff & Goldfarb
New York
$565K – – –
CP
2159
Capital Planning
Washington
$564K -$288K -3,030 -33%
TCOV
2160
Trust Company of Vermont
Vermont
$563K +$32.3K +340 +6%
SIA
2161
SGL Investment Advisors
Montana
$563K +$81.8K +860 +21%
WFI
2162
West Family Investments
California
$562K -$1.04M -10,970 -65%
CAAS
2163
Capital Asset Advisory Services
Michigan
$562K +$213K +2,240 +59%
GGI
2164
Godsey & Gibb Inc
Virginia
$561K +$573K +6,020 New
BA
2165
Ballast Advisors
Minnesota
$560K – – –
WIC
2166
Whitegate Investment Counselors
New Hampshire
$560K – – –
CCC
2167
Chelsea Counsel Company
California
$560K +$571K +6,000 New
WFAG
2168
Worth Financial Advisory Group
North Carolina
$559K -$29.5K -310 -5%
PD
2169
Planning Directions
Pennsylvania
$559K +$570K +5,990 New
FCM
2170
Fourpath Capital Management
Oklahoma
$558K -$83.7K -880 -13%
OL
2171
one8zero8 LLC
North Carolina
$558K -$2.85K -30 -0.5%
VIM
2172
Vista Investment Management
Pennsylvania
$558K – – –
APG
2173
Abacus Planning Group
South Carolina
$557K +$30.4K +320 +6%
DC
2174
Darrow Company
Massachusetts
$554K – – –
SFPG
2175
Stonebridge Financial Planning Group
Florida
$552K +$11.4K +120 +2%
85 86
87
88 89