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Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
1626
Global Strategic Investment Solutions
Arizona
$514K – – –
AWA
1627
Arkadios Wealth Advisors
Georgia
$513K +$53.8K +330 +10%
MS
1628
Maven Securities
Jersey
$513K +$358K +2,193 +164%
HFS
1629
Haverford Financial Services
Pennsylvania
$513K +$576K +3,535 New
AIS
1630
American Investment Services
Massachusetts
$511K +$9.13K +56 +2%
FOA
1631
Five Oceans Advisors
California
$510K +$573K +3,515 New
OWM
1632
Opes Wealth Management
California
$508K -$489 -3 -0.1%
CC
1633
Cannell & Co
New York
$508K – – –
CI
1634
CX Institutional
Indiana
$508K +$48.3K +296 +9%
KOC
1635
Koss-Olinger Consulting
Florida
$507K -$15.3K -94 -3%
OR
1636
Olympiad Research
Connecticut
$505K -$31K -190 -5%
GIA
1637
GHP Investment Advisors
Colorado
$505K +$105K +642 +23%
SFA
1638
Sequoia Financial Advisors
Ohio
$504K -$1.67M -10,227 -75%
AA
1639
Argent Advisors
Louisiana
$504K -$1.47K -9 -0.3%
FG
1640
Foster Group
Iowa
$503K – – –
PFM
1641
Parsec Financial Management
North Carolina
$501K -$4.24K -26 -0.9%
PHAM
1642
Palisades Hudson Asset Management
Florida
$498K – – –
AIM
1643
Anchor Investment Management
South Carolina
$498K +$32.6K +200 +6%
WAM
1644
Wallington Asset Management
Indiana
$494K -$368K -2,260 -40%
CF
1645
Centaurus Financial
California
$494K -$3.91K -24 -0.7%
JHP
1646
James Hambro & Partners
United Kingdom
$494K -$489 -3 -0.1%
CCIA
1647
Campbell & Co Investment Adviser
Maryland
$494K +$83.8K +514 +18%
BAM
1648
Bellevue Asset Management
Washington
$493K – – –
AFAS
1649
Acorn Financial Advisory Services
Virginia
$492K -$2.77K -17 -0.5%
BDF
1650
Black Diamond Financial
Maryland
$492K +$52.5K +322 +11%
64 65
66
67 68