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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1251
Syon Capital
California
$570K -$169K -2,815 -26%
JWA
1252
JFS Wealth Advisors
Pennsylvania
$567K -$239K -3,976 -33%
SSW
1253
Smith Shellnut Wilson
Mississippi
$567K – – –
PIFP
1254
Partners in Financial Planning
Virginia
$567K – – –
CMA
1255
Cedar Mountain Advisors
Oregon
$565K -$6.42K -107 -1%
OIA
1256
Optimum Investment Advisors
Illinois
$564K -$6K -100 -1%
SP
1257
Saranac Partners
$563K -$12.6K -210 -3%
LBC
1258
Lowe Brockenbrough & Co
Virginia
$563K +$5.4K +90 +1%
UB
1259
Umpqua Bank
Oregon
$560K -$623K -10,374 -58%
PL
1260
Plancorp LLC
Missouri
$559K -$42.4K -706 -8%
AA
1261
Auxano Advisors
Washington
$556K -$345K -5,749 -42%
CGL
1262
Clarius Group LLC
Washington
$556K +$134K +2,240 +40%
JMFC
1263
J.M. Forbes & Co
Massachusetts
$551K -$3K -50 -0.6%
DAS
1264
Dynamic Advisor Solutions
Arizona
$549K -$35.5K -592 -7%
BFA
1265
Beacon Financial Advisory
Ohio
$547K +$229K +3,815 +98%
MWAM
1266
Manhattan West Asset Management
California
$546K +$2.04K +34 +0.4%
CA
1267
Claro Advisors
Massachusetts
$542K -$445K -7,406 -49%
TTWM
1268
TCV Trust & Wealth Management
Virginia
$541K +$5.28K +88 +1%
FNT
1269
First National Trust
Pennsylvania
$540K -$11.2K -187 -2%
1WM
1270
1900 Wealth Management
Texas
$540K -$49.2K -820 -10%
TBT
1271
Texas Bank & Trust
Texas
$538K -$115K -1,915 -20%
EWA
1272
Encompass Wealth Advisors
Oregon
$538K -$17.8K -297 -4%
RCA
1273
Riverview Capital Advisers
Massachusetts
$536K -$3.48M -57,966 -88%
FA
1274
Fountainhead AM
New Jersey
$533K -$2.34K -39 -0.5%
HCG
1275
Haven Capital Group
California
$532K -$10.2K -170 -2%
49 50
51
52 53