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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
2151
Omega Financial Group
California
$869K -$8.54K -70 -1%
CFP
2152
Cascade Financial Partners
California
$866K – – –
PFG
2153
PAX Financial Group
Texas
$866K -$117K -960 -12%
CAM
2154
Cidel Asset Management
Ontario, Canada
$866K +$59.8K +490 +7%
MFWP
2155
Mosaic Family Wealth Partners
Missouri
$865K +$1.22K +10 +0.1%
FMN
2156
Financial Management Network
California
$864K +$277K +2,270 +44%
KCPT
2157
Kingstone Capital Partners Texas
Texas
$861K – – –
OWM
2158
Opes Wealth Management
California
$861K -$25.3M -207,460 -97%
KFS
2159
Kaizen Financial Strategies
California
$856K -$13.4K -110 -1%
SC
2160
Sierra Capital
Florida
$854K – – –
FAN
2161
Financial Advisors Network
California
$854K +$123K +1,010 +17%
TC
2162
Truvestments Capital
Florida
$854K +$372K +3,050 +75%
CQWA
2163
Chokshi & Queen Wealth Advisors
California
$852K +$127K +1,040 +17%
KHC
2164
Koesten Hirschmann & Crabtree
Kansas
$850K -$112K -920 -11%
VBA
2165
von Borstel & Associates
Oregon
$846K +$923K +7,560 New
BB
2166
Busey Bank
Illinois
$845K +$9.76K +80 +1%
ML
2167
Mayport LLC
Massachusetts
$845K +$29.3K +240 +4%
TCM
2168
TD Capital Management
Tennessee
$844K -$56.1K -460 -6%
BBW
2169
Blue Barn Wealth
Utah
$843K -$72K -590 -8%
LI
2170
LRI Investments
Florida
$843K -$248K -2,030 -22%
PFW
2171
Petros Family Wealth
Minnesota
$840K +$37.8K +310 +5%
IIM
2172
Intact Investment Management
Quebec, Canada
$839K – – –
BPWM
2173
BCS Private Wealth Management
New Jersey
$838K +$6.1K +50 +0.7%
SIA
2174
Strategic Investment Advisors
Michigan
$836K -$92.8K -760 -10%
FG
2175
Foster Group
Iowa
$834K +$28.1K +230 +3%
85 86
87
88 89