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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
776
Oder Investment Management
California
$440K -$18.1K -150 -4%
SWA
777
Stratos Wealth Advisors
Ohio
$437K +$26.6K +220 +6%
VC
778
Vicus Capital
Pennsylvania
$435K – – –
BG
779
Bollard Group
Massachusetts
$434K – – –
GWSG
780
GPS Wealth Strategies Group
Colorado
$434K +$110K +910 +30%
LNWWM
781
Laird Norton Wetherby Wealth Management
California
$430K +$290K +2,400 +162%
GPA
782
Garrison Point Advisors
California
$428K – – –
WAG
783
Winthrop Advisory Group
Massachusetts
$428K +$4.83K +40 +1%
DWT
784
Dorsey & Whitney Trust
South Dakota
$427K +$12.1K +100 +3%
CFO
785
Collective Family Office
Pennsylvania
$425K +$246K +2,040 +113%
RDWM
786
Red Door Wealth Management
Tennessee
$424K – – –
JWM
787
JGP Wealth Management
Oregon
$420K +$21.7K +180 +5%
FANJ
788
Financial Architects (New Jersey)
New Jersey
$417K -$30.2K -250 -6%
OPWM
789
Oakwell Private Wealth Management
Texas
$417K +$13.3K +110 +3%
UR
790
USCA RIA
Texas
$417K +$19.3K +160 +4%
FHC
791
First Heartland Consultants
Missouri
$416K +$7.25K +60 +2%
DT
792
Diversified Trust
Tennessee
$415K +$47.1K +390 +12%
JIC
793
Johnson Investment Counsel
Ohio
$415K +$58K +480 +15%
GT
794
Greenleaf Trust
Michigan
$415K +$453K +3,750 New
BFA
795
Benedict Financial Advisors
Georgia
$413K – – –
PCIA
796
Prime Capital Investment Advisors
Kansas
$412K +$240K +1,990 +115%
MA
797
MONECO Advisors
Connecticut
$407K +$4.83K +40 +1%
DWM
798
Dorchester Wealth Management
Quebec, Canada
$404K +$3.63K +30 +0.8%
VFA
799
Valeo Financial Advisors
Indiana
$404K +$66.5K +550 +18%
PI
800
PFS Investments
Georgia
$403K +$440K +3,640 New
30 31
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