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Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
951
Wills Financial Group
Virginia
$1.46M -$1.28M -16,311 -46%
WAP
952
Wealthcare Advisory Partners
Pennsylvania
$1.46M +$323K +4,111 +27%
LOIP
953
Live Oak Investment Partners
Texas
$1.46M – – –
OQS
954
Occudo Quantitative Strategies
Florida
$1.45M +$1.51M +19,183 New
KFA
955
Kelleher Financial Advisors
New York
$1.45M -$206K -2,622 -12%
GITFIT
956
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.44M +$78.6K +1,000 +6%
KHCM
957
Kirtland Hills Capital Management
Ohio
$1.44M +$379K +4,819 +34%
CFS
958
CGC Financial Services
Oregon
$1.43M – – –
OWA
959
Octavia Wealth Advisors
Ohio
$1.43M +$121K +1,542 +9%
FHA
960
First Horizon Advisors
Tennessee
$1.43M -$40.1K -510 -3%
CB
961
Community Bank
New York
$1.43M -$206K -2,620 -12%
EFS
962
Econ Financial Services
Pennsylvania
$1.42M +$1.48M +18,801 New
DTC
963
Davidson Trust Company
Washington
$1.42M – – –
GGI
964
GPM Growth Investors
Michigan
$1.4M -$274K -3,488 -16%
CGPCS
965
Capital Group Private Client Services
California
$1.4M -$16.4M -209,028 -92%
CUAMC
966
China Universal Asset Management Company
China
$1.4M +$761K +9,691 +112%
LCM
967
Logan Capital Management
Pennsylvania
$1.4M -$1.02M -13,034 -41%
SSW
968
Stone Summit Wealth
Florida
$1.39M -$27.1K -345 -2%
SWP
969
Stratos Wealth Partners
Ohio
$1.39M -$102K -1,294 -7%
AP
970
Arlington Partners
Alabama
$1.39M -$2.42M -30,775 -63%
WBC
971
Westpac Banking Corp
Australia
$1.39M +$39.8K +507 +3%
RSS
972
Rosenblum Silverman Sutton
California
$1.38M -$319K -4,057 -18%
PCS
973
Personal CFO Solutions
New Jersey
$1.38M +$630K +8,014 +79%
GRP
974
Global Retirement Partners
California
$1.38M -$155K -1,971 -10%
IIA
975
ICW Investment Advisors
Arizona
$1.37M -$39.4K -501 -3%
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