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Name Holding Trade Value Shares
Change 		Change in
Stake
AFPL
2126
Advus Financial Partners, LLC
Florida
$968K -$27.1K -1,250 -3%
PCA
2127
Private Capital Advisors
Connecticut
$968K +$97K +4,480 +15%
RWM
2128
Revisor Wealth Management
Ohio
$967K +$753K +34,800 New
RA
2129
Riverstone Advisors
Texas
$962K +$750K +34,650 New
MWM
2130
McNaughton Wealth Management
California
$960K -$19.9K -920 -3%
RAM
2131
Riggs Asset Management
Pennsylvania
$950K +$691K +31,950 +1,420%
PCS
2132
Personal CFO Solutions
New Jersey
$946K -$5.19K -240 -0.7%
WJA
2133
Willis Johnson & Associates
Texas
$945K -$28.6K -1,320 -4%
BIA
2134
Bigelow Investment Advisors
Maine
$942K -$44.6K -2,060 -6%
RCA
2135
Resonant Capital Advisors
Wisconsin
$941K -$9.74K -450 -1%
PA
2136
Paragon Advisors
Texas
$939K -$5.7M -263,520 -89%
KA
2137
Kercheville Advisors
Texas
$935K +$74.4K +3,440 +11%
CG
2138
Clarus Group
Texas
$935K – – –
VBCG
2139
Valley Brook Capital Group
Pennsylvania
$934K +$9.74K +450 +1%
CFC
2140
Coyle Financial Counsel
Illinois
$931K – – –
VCM
2141
Vivaldi Capital Management
Illinois
$931K -$18.4K -850 -2%
BG
2142
Bahl & Gaynor
Ohio
$930K -$40.3K -1,860 -5%
KCFA
2143
Key Client Fiduciary Advisors
New Jersey
$930K -$61.9K -2,860 -8%
TSWM
2144
Triangle Securities Wealth Management
North Carolina
$929K +$27.1K +1,250 +4%
SICM
2145
Sustainable Insight Capital Management
New York
$928K -$228K -10,530 -24%
ARG
2146
Advisory Resource Group
Oklahoma
$927K -$228K -10,520 -24%
RCA
2147
Riverview Capital Advisers
Massachusetts
$925K – – –
MWM
2148
Mattern Wealth Management
Kansas
$925K -$37.4K -1,730 -5%
WWM
2149
WJ Wealth Management
Arizona
$923K -$719K -33,230 -50%
IEFM
2150
IQ EQ Fund Management
Ireland
$922K -$300K -13,850 -29%
84 85
86
87 88