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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3426
Waterford Advisors
New York
$259K +$44.8K +1,000 +20%
OFA
3427
Oak Family Advisors
Illinois
$258K -$24.6K -550 -8%
AFA
3428
Atlas Financial Advisors
California
$258K +$265K +5,920 New
W
3429
WorthPointe
California
$258K +$265K +5,920 New
AA
3430
ACT Advisors
North Carolina
$257K +$264K +5,900 New
CFP
3431
Curran Financial Partners
South Carolina
$256K +$263K +5,880 New
CSIA
3432
Conrad Siegel Investment Advisors
Pennsylvania
$256K +$263K +5,880 New
SA
3433
SRH Advisors
Kansas
$255K -$47K -1,050 -15%
TC
3434
Trilogy Capital
California
$254K -$18.8K -420 -7%
SFB
3435
STAR Financial Bank
Indiana
$252K – – –
UFA
3436
US Financial Advisors
Massachusetts
$252K – – –
EBSAM
3437
Eubel Brady & Suttman Asset Management
Ohio
$252K – – –
AMBIA
3438
Allen Mooney & Barnes Investment Advisors
Georgia
$252K +$259K +5,780 New
EDRIA
3439
Edmonds Duncan Registered Investment Advisors
Kansas
$250K +$29.1K +650 +13%
AWA
3440
Archvest Wealth Advisors
California
$250K +$258K +5,750 New
CWA
3441
Capital Wealth Alliance
Arizona
$250K -$1.79K -40 -0.7%
MAA
3442
Matrix Asset Advisors
New York
$249K – – –
TC
3443
Trust Company
Kansas
$249K +$256K +5,720 New
WFA
3444
WestHill Financial Advisors
California
$248K +$256K +5,710 New
LA
3445
Lane & Associates
New Jersey
$248K +$255K +5,690 New
CP
3446
Cumberland Partners
Ontario, Canada
$248K +$255K +5,690 New
CIA
3447
Cape Investment Advisory
Georgia
$247K +$15.7K +350 +7%
P
3448
Palladiem
Pennsylvania
$247K – – –
GCAC
3449
Guardian Capital Advisors (Canada)
Ontario, Canada
$246K +$22.4K +500 +11%
IPW
3450
Intergy Private Wealth
Colorado
$245K +$19.3K +430 +8%
136 137
138
139 140