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Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
1651
West Family Investments
California
$2.11M -$203K -7,390 -9%
OFG
1652
Oxford Financial Group
Indiana
$2.11M -$37.7K -1,370 -2%
GDP
1653
Great Diamond Partners
Maine
$2.1M -$214K -7,760 -10%
LWM
1654
Loveless Wealth Management
Montana
$2.1M -$261K -9,500 -12%
LCM
1655
Logan Capital Management
Pennsylvania
$2.1M +$10.5K +380 +0.5%
TIA
1656
Tiemann Investment Advisors
California
$2.1M +$20.4K +740 +1%
CCM
1657
Compton Capital Management
Rhode Island
$2.1M -$142K -5,170 -7%
FSA
1658
Fort Sheridan Advisors
Illinois
$2.1M +$80.3K +2,920 +4%
LFG
1659
Larson Financial Group
Missouri
$2.1M +$1.44M +52,230 +275%
CCFM
1660
Clear Creek Financial Management
Washington
$2.09M +$117K +4,270 +6%
TFCP
1661
Twin Focus Capital Partners
Massachusetts
$2.09M +$1.34M +48,530 +215%
AT
1662
Arden Trust
Delaware
$2.09M -$178K -6,460 -8%
CA
1663
Clearstead Advisors
Ohio
$2.09M -$2.21M -80,150 -53%
TWI
1664
Thomas White International
Illinois
$2.09M – – –
AJ
1665
Ashburton (Jersey)
Jersey
$2.08M – – –
GAA
1666
Green Alpha Advisors
Colorado
$2.07M -$27K -980 -1%
TIAM2
1667
Tru Independence Asset Management 2
Oregon
$2.07M +$286K +10,410 +17%
RC
1668
RBF Capital
California
$2.06M -$275K -10,000 -13%
NM
1669
NWI Management
New York
$2.06M +$1.93M +70,000 New
CAG
1670
Crestwood Advisors Group
Massachusetts
$2.05M -$132K -4,780 -6%
LA
1671
LexAurum Advisors
Kansas
$2.04M +$44K +1,600 +2%
ACS
1672
Archford Capital Strategies
Illinois
$2.03M +$234K +8,510 +14%
MHC
1673
Meyer Handelman Company
New York
$2.03M -$1.05M -38,200 -36%
FDS
1674
First Dallas Securities
Texas
$2.03M +$198K +7,190 +12%
GP
1675
Girard Partners
Pennsylvania
$2.02M +$22.8K +830 +1%
65 66
67
68 69