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Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1851
SageView Advisory Group
California
$317K +$273K +2,707 New
GP
1852
Geneva Partners
Wisconsin
$316K -$493K -4,893 -64%
IP
1853
Ignite Planners
California
$316K +$249K +2,475 New
DOA
1854
D'Orazio & Associates
Virginia
$315K +$12.6K +125 +5%
CC
1855
Callan Capital
California
$315K +$271K +2,693 New
FFA
1856
Fragasso Financial Advisors
Pennsylvania
$315K -$10.7K -106 -4%
1WA
1857
180 Wealth Advisors
Washington
$315K -$25.7K -255 -9%
OHWA
1858
Oak Hill Wealth Advisors
Virginia
$314K +$270K +2,686 New
KBFS
1859
Kohmann Bosshard Financial Services
Ohio
$313K +$12.1K +120 +5%
OL
1860
Optas LLC
Texas
$313K -$40K -397 -13%
EGA
1861
E&G Advisors
Texas
$312K +$1.71K +17 +0.6%
GCM
1862
Galibier Capital Management
Ontario, Canada
$312K +$269K +2,670 New
OWA
1863
One Wealth Advisors
California
$312K -$25.3K -251 -9%
SIM
1864
SSI Investment Management
California
$312K – – –
SW
1865
SlateStone Wealth
Florida
$310K – – –
HHGA
1866
Halbert Hargrove Global Advisors
California
$309K -$29.7K -295 -10%
CVM
1867
Cheviot Value Management
California
$309K – – –
BFG
1868
Bouchey Financial Group
New York
$308K – – –
GFWA
1869
Grey Fox Wealth Advisors
Delaware
$308K +$265K +2,631 New
SWA
1870
Sutton Wealth Advisors
Florida
$307K -$1.51K -15 -0.6%
VCM
1871
Vivaldi Capital Management
Illinois
$307K +$4.93K +49 +2%
CHC
1872
City Holding Co
West Virginia
$306K – – –
SCM
1873
Schnieders Capital Management
California
$306K +$264K +2,619 New
TSW
1874
Thompson Siegel & Walmsley
Virginia
$305K – – –
CL
1875
Choreo LLC
Illinois
$303K +$261K +2,588 New
73 74
75
76 77