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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2326
Clear Creek Financial Management
Washington
$233K -$17.9K -63 -7%
FCCM
2327
First City Capital Management
Georgia
$233K +$14.8K +52 +6%
DDPIC
2328
Deroy & Devereaux Private Investment Counsel
Michigan
$232K – – –
WI
2329
Wedgewood Investors
Pennsylvania
$232K – – –
VA
2330
Valmark Advisers
Ohio
$231K +$251K +886 New
CAL
2331
Capital Advisors Ltd
Ohio
$230K – – –
ODFS
2332
O'Donnell Financial Services
California
$230K +$250K +882 New
NC
2333
NinePointTwo Capital
California
$229K – – –
WQ
2334
Wealth Quarterback
New Jersey
$228K -$12.8K -45 -5%
FA
2335
Financial Advisors
Massachusetts
$228K – – –
WA
2336
Wealth Advisors
California
$227K +$36.9K +130 +17%
VWM
2337
Venturi Wealth Management
Texas
$226K +$25K +88 +11%
CWM
2338
CCG Wealth Management
California
$224K – – –
FRA
2339
Frank Rimerman Advisors
California
$224K -$1.16M -4,078 -83%
FA
2340
Fermata Advisors
California
$223K -$4.82K -17 -2%
LA
2341
Legacy Advisors
Pennsylvania
$223K +$2.27K +8 +0.9%
SIAP
2342
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$223K +$113K +398 +87%
SF
2343
Symphony Financial
Texas
$222K -$76.3K -269 -24%
IC
2344
Iconiq Capital
California
$222K -$23.8K -84 -9%
ACS
2345
Archford Capital Strategies
Illinois
$222K – – –
PP
2346
Pacifica Partners
Canada
$222K – – –
CA
2347
CGN Advisors
Kansas
$221K -$14.8K -52 -6%
DLG
2348
Daniel L. Goodwin
$220K – – –
I
2349
INVST
Indiana
$220K +$4.82K +17 +2%
MUMSS
2350
Mitsubishi UFJ Morgan Stanley Securities
Japan
$219K -$170K -600 -42%
92 93
94
95 96