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Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
3701
Cahill Financial Advisors
Minnesota
$2.55M +$88.2K +506 +4%
AIP
3702
Alexis Investment Partners
Texas
$2.55M +$376K +2,156 +18%
SWIM
3703
Smallwood Wealth Investment Management
New Jersey
$2.55M +$26.5K +152 +1%
FM
3704
Foster & Motley
Ohio
$2.55M +$6.28K +36 +0.3%
OWM
3705
Orca Wealth Management
Florida
$2.54M +$78.4K +450 +3%
WAM
3706
WealthTrust Asset Management
Florida
$2.54M +$6.45K +37 +0.3%
APGDR
3707
Absoluto Partners Gestao de Recursos
Brazil
$2.54M -$785K -4,501 -25%
OA
3708
Oxbow Advisors
Texas
$2.53M -$18.8K -108 -0.8%
ELM
3709
Elite Life Management
Florida
$2.53M +$126K +721 +5%
CL
3710
CVFG LLC
Indiana
$2.53M +$493K +2,828 +26%
PBO
3711
Peoples Bank (Ohio)
Ohio
$2.53M -$117K -671 -5%
MWM
3712
Melfa Wealth Management
Massachusetts
$2.52M -$33.3K -191 -1%
DI
3713
Disciplined Investments
Oklahoma
$2.52M +$186K +1,068 +9%
SWM
3714
Selective Wealth Management
Virginia
$2.51M +$401K +2,301 +20%
WOSD
3715
WFA of San Diego
California
$2.51M +$31.4K +180 +1%
RBWA
3716
RFG - Bristol Wealth Advisors
Massachusetts
$2.51M -$15.3K -88 -0.6%
RWA
3717
Roberts Wealth Advisors
California
$2.51M – – –
2WWM
3718
21 West Wealth Management
California
$2.5M -$94.8K -544 -4%
BAM
3719
Brilliance Asset Management
Hong Kong
$2.5M +$2.34M +13,414 New
SL
3720
Salomon & Ludwin
Virginia
$2.5M +$1.85M +10,624 +391%
ODG
3721
O'Dell Group
Ohio
$2.5M +$128K +737 +6%
HS
3722
HighVista Strategies
Massachusetts
$2.5M -$401K -2,300 -15%
GC
3723
Gould Capital
Washington
$2.5M -$134K -768 -5%
TI
3724
Truepoint Inc
Ohio
$2.5M -$62.2K -357 -3%
SCM
3725
Sone Capital Management
New York
$2.5M +$2.33M +13,380 New
147 148
149
150 151