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Name Holding Trade Value Shares
Change 		Change in
Stake
DDPIC
2351
Deroy & Devereaux Private Investment Counsel
Michigan
$260K – – –
CAL
2352
Capital Advisors Ltd
Ohio
$258K +$211K +800 +941%
NC
2353
NinePointTwo Capital
California
$257K – – –
BBP
2354
Banco BTG Pactual
Brazil
$255K -$408K -1,546 -64%
FA
2355
Financial Advisors
Massachusetts
$255K – – –
FA
2356
Fermata Advisors
California
$255K +$231K +875 New
CWM
2357
Chesapeake Wealth Management
Virginia
$253K – – –
WWMSC
2358
Wagner Wealth Management (South Carolina)
South Carolina
$252K -$77.9K -295 -25%
AFM
2359
Andesa Financial Management
Pennsylvania
$252K +$228K +864 New
CWM
2360
CCG Wealth Management
California
$251K -$6.6K -25 -3%
RIM
2361
Rockbridge Investment Management
New York
$251K – – –
ACS
2362
Archford Capital Strategies
Illinois
$249K -$1.32K -5 -0.6%
LA
2363
Legacy Advisors
Pennsylvania
$248K +$225K +850 New
KM
2364
Kalos Management
Georgia
$247K -$14K -53 -6%
LIA
2365
LBMC Investment Advisors
Tennessee
$246K -$4.49K -17 -2%
DLG
2366
Daniel L. Goodwin
$246K – – –
APA
2367
Allegiant Private Advisors
Florida
$246K +$223K +844 New
I
2368
INVST
Indiana
$245K -$22.5K -85 -9%
KFP
2369
KB Financial Partners
New Jersey
$243K -$450K -1,702 -67%
SW
2370
SkyOak Wealth
Michigan
$243K +$16.1K +61 +8%
BFS
2371
Bickling Financial Services
Massachusetts
$243K +$221K +835 New
LAM
2372
L2 Asset Management
Massachusetts
$241K +$218K +827 New
BCPWM
2373
Bradley & Co Private Wealth Management
Florida
$240K – – –
FNWM
2374
Financial Network Wealth Management
Utah
$240K – – –
NPP
2375
New Potomac Partners
Maryland
$240K +$218K +825 New
93 94
95
96 97