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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1326
Physicians Financial Services
North Carolina
$669K -$31K -365 -4%
OIA
1327
Optimum Investment Advisors
Illinois
$668K +$510 +6 +0.1%
SP
1328
Symmetry Partners
Connecticut
$661K – – –
MIM
1329
Moseley Investment Management
Florida
$660K +$99.1K +1,167 +18%
KC
1330
Knuff & Co
California
$658K -$36.2K -426 -5%
ACA
1331
Aptus Capital Advisors
Alabama
$654K -$10.3K -121 -2%
FF
1332
FourThought Financial
Florida
$648K -$105K -1,239 -14%
AWA
1333
Arkadios Wealth Advisors
Georgia
$647K +$86.1K +1,014 +15%
WAP
1334
Wealthcare Advisory Partners
Pennsylvania
$645K +$12.7K +150 +2%
PJSIMP
1335
P.J. Schmidt Investment Management (PJS)
Wisconsin
$642K – – –
GFS
1336
GYL Financial Synergies
Connecticut
$642K +$1.27K +15 +0.2%
CA
1337
Cambridge Advisors
Nebraska
$641K -$11.6K -136 -2%
PFA
1338
Pure Financial Advisors
California
$640K -$765 -9 -0.1%
CFO
1339
Colony Family Offices
North Carolina
$640K -$170 -2 -0%
CWM
1340
Chemistry Wealth Management
New York
$639K -$4.08K -48 -0.6%
RC
1341
Roundview Capital
New Jersey
$638K +$17.1K +201 +3%
LP
1342
LGL Partners
Pennsylvania
$636K +$247K +2,913 +63%
MCM
1343
Marathon Capital Management
Maryland
$634K -$15.3K -180 -2%
CRC
1344
Curi RMB Capital
Illinois
$634K +$14.7K +173 +2%
APA
1345
Astoria Portfolio Advisors
New York
$634K +$88.1K +1,037 +16%
OWA
1346
One Wealth Advisors
California
$634K +$639K +7,527 New
OCG
1347
Opus Capital Group
Ohio
$630K +$74.3K +875 +13%
SWA
1348
Stratos Wealth Advisors
Ohio
$629K -$23.9K -281 -4%
VI
1349
Versor Investments
New York
$628K +$633K +7,453 New
JWA
1350
JFS Wealth Advisors
Pennsylvania
$625K +$1.1K +13 +0.2%
52 53
54
55 56