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Name Holding Trade Value Shares
Change 		Change in
Stake
RFN
1501
Redwood Financial Network
Ohio
$586K -$13.2K -65 -2%
OL
1502
OneFund LLC
Florida
$585K +$11.1K +55 +2%
CSI
1503
Cross Staff Investments
New York
$583K – – –
NBWM
1504
North Berkeley Wealth Management
California
$583K +$557K +2,750 New
HIC
1505
Holderness Investments Company
North Carolina
$580K +$1.01K +5 +0.2%
MCM
1506
Manchester Capital Management
Vermont
$578K – – –
FC
1507
Fairscale Capital
New Hampshire
$578K – – –
FP
1508
Financial Perspectives
Minnesota
$578K +$61.8K +305 +13%
DP
1509
Dearborn Partners
Illinois
$576K +$6.08K +30 +1%
SAI
1510
Savvy Advisors Inc
New York
$576K +$134K +660 +32%
OTPPB
1511
Ontario Teachers' Pension Plan Board
Ontario, Canada
$576K +$550K +2,715 New
CP
1512
Castleview Partners
Texas
$575K -$300K -1,480 -35%
MWA
1513
Meridian Wealth Advisors
Texas
$572K – – –
BCA
1514
Bay Colony Advisors
Massachusetts
$571K – – –
PTC
1515
Petrus Trust Company
Texas
$568K +$72.9K +360 +16%
FA
1516
FDx Advisors
Illinois
$566K -$78K -385 -13%
TPW
1517
Transatlantique Private Wealth
New York
$565K +$540K +2,665 New
PPWM
1518
Paragon Private Wealth Management
Kentucky
$564K +$132K +650 +32%
SP
1519
Stonebrook Private
Michigan
$563K +$16.2K +80 +3%
HBT
1520
Hills Bank & Trust
Iowa
$561K +$329K +1,625 +159%
C
1521
Covestor
United Kingdom
$559K -$296K -1,460 -36%
DP
1522
DDD Partners
Washington
$557K -$251K -1,240 -32%
PPP
1523
Private Portfolio Partners
New Jersey
$557K +$22.3K +110 +4%
TCG
1524
Transcendent Capital Group
Oklahoma
$556K +$40.5K +200 +8%
MFA
1525
Morling Financial Advisors
California
$554K -$4.05K -20 -0.8%
59 60
61
62 63