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Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
1351
Physicians Financial Services
North Carolina
$804K – – –
XF
1352
XML Financial
Maryland
$800K +$154K +1,486 +23%
EWA
1353
Encompass Wealth Advisors
Oregon
$799K – – –
FCA
1354
FLC Capital Advisors
California
$799K -$25.8K -249 -3%
KC
1355
Knuff & Co
California
$798K – – –
CRC
1356
Curi RMB Capital
Illinois
$796K +$184K +1,772 +28%
DL
1357
DOHJ LLC
Washington
$790K -$22.9K -221 -3%
SWM
1358
Salvus Wealth Management
New Jersey
$789K -$44K -424 -5%
JAFL
1359
Jay A. Fishman Ltd
Michigan
$787K -$166K -1,600 -17%
MIM
1360
Moseley Investment Management
Florida
$786K +$35.9K +346 +5%
RIA
1361
Regal Investment Advisors
Michigan
$784K +$166K +1,603 +25%
MC
1362
Matisse Capital
Oregon
$783K +$9.86K +95 +1%
HI
1363
Horizon Investments
North Carolina
$782K +$188K +1,814 +30%
GLA
1364
Good Life Advisors
Pennsylvania
$781K -$3.74K -36 -0.5%
SP
1365
Symmetry Partners
Connecticut
$777K -$235K -2,262 -22%
CF
1366
Centaurus Financial
California
$774K -$378K -3,640 -32%
RPCONE
1367
Retirement Planning Company of New England
Rhode Island
$772K -$13.2K -127 -2%
IPAM
1368
ICICI Prudential Asset Management
India
$772K +$45.1K +435 +6%
FFWA
1369
FRG Family Wealth Advisors
Washington
$771K +$22.2K +214 +3%
IAIM
1370
International Assets Investment Management
Florida
$770K +$1.63M +15,689 New
PFGIA
1371
Patriot Financial Group Insurance Agency
Massachusetts
$769K +$62.2K +599 +8%
CFP
1372
Catalyst Financial Partners
Massachusetts
$766K +$149K +1,438 +23%
PT
1373
Plimoth Trust
Massachusetts
$765K -$87.2K -840 -10%
SFS
1374
Stiles Financial Services
Minnesota
$764K -$44.9K -433 -5%
MA
1375
MKT Advisors
California
$761K -$124K -1,192 -14%
53 54
55
56 57