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Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
1026
RB Capital Management
Nevada
$286K – – –
SBIA
1027
Sheaff Brock Investment Advisors
Indiana
$286K +$1.56K +15 +0.6%
PPP
1028
Private Portfolio Partners
New Jersey
$283K +$2.6K +25 +1%
WC
1029
Woodstock Corp
Massachusetts
$279K +$263K +2,530 New
BIAS
1030
Beacon Investment Advisory Services
New Jersey
$279K +$264K +2,535 New
EI
1031
Ellevest Inc
New York
$276K +$63.4K +610 +32%
EWA
1032
EP Wealth Advisors
California
$276K +$261K +2,510 New
AWA
1033
ARS Wealth Advisors
Florida
$275K – – –
LIA
1034
LBMC Investment Advisors
Tennessee
$275K – – –
SWMP
1035
Signature Wealth Management Partners
New Jersey
$275K +$260K +2,500 New
CFA
1036
Cahill Financial Advisors
Minnesota
$274K -$188K -1,805 -42%
IB
1037
Intrust Bank
Kansas
$274K +$259K +2,490 New
VWA
1038
V Wealth Advisors
Kansas
$268K +$253K +2,430 New
HSA
1039
HBK Sorce Advisory
Pennsylvania
$264K +$249K +2,395 New
BMCM
1040
Burns Matteson Capital Management
New York
$263K +$249K +2,390 New
DI
1041
DFPG Investments
Utah
$263K -$47.3K -455 -15%
OWM
1042
Opes Wealth Management
California
$263K – – –
CCM
1043
Conway Capital Management
California
$261K +$247K +2,375 New
SCM
1044
SevenOneSeven Capital Management
Pennsylvania
$261K +$246K +2,370 New
FP
1045
Financial Perspectives
Minnesota
$261K +$2.08K +20 +0.9%
PFA
1046
Pure Financial Advisors
California
$260K – – –
CTA
1047
Colonial Trust Advisors
South Carolina
$257K +$23.4K +225 +11%
BG
1048
Berry Group
Massachusetts
$256K -$44.2K -425 -15%
FLPIM
1049
F.L. Putnam Investment Management
Massachusetts
$255K – – –
DIM
1050
Delta Investment Management
California
$255K +$20.8K +200 +9%
40 41
42
43 44