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Name Holding Trade Value Shares
Change 		Change in
Stake
BO
801
BRR OpCo
Ohio
$537K -$450K -3,000 -43%
VC
802
Vicus Capital
Pennsylvania
$533K – – –
WWA
803
WC Walker & Associates
California
$531K -$10.5K -70 -2%
BG
804
Bollard Group
Massachusetts
$531K – – –
BFA
805
Benedict Financial Advisors
Georgia
$529K +$25.5K +170 +5%
ECM
806
Evergreen Capital Management
Washington
$525K +$18K +120 +3%
OIM
807
Oder Investment Management
California
$521K -$12K -80 -2%
CAI
808
Capital Advisors Inc
Oklahoma
$521K – – –
WAG
809
Winthrop Advisory Group
Massachusetts
$517K +$3K +20 +0.5%
DWT
810
Dorsey & Whitney Trust
South Dakota
$517K +$24K +160 +4%
KAS
811
Kestra Advisory Services
Texas
$515K -$15.5M -103,480 -96%
MCP
812
Mirador Capital Partners
California
$514K -$19.5K -130 -3%
GRP
813
Global Retirement Partners
California
$512K -$661K -4,410 -54%
DT
814
Diversified Trust
Tennessee
$512K +$3K +20 +0.5%
FANJ
815
Financial Architects (New Jersey)
New Jersey
$511K – – –
GT
816
Greenleaf Trust
Michigan
$504K -$27K -180 -5%
CCA
817
Catalyst Capital Advisors
New York
$502K – – –
AF
818
Advisornet Financial
Minnesota
$500K -$3.99M -26,620 -88%
FWCM
819
Ferguson Wellman Capital Management
Oregon
$499K -$599K -4,000 -52%
VHAM
820
Van Hulzen Asset Management
California
$499K -$13.5K -90 -2%
BFM
821
Boothbay Fund Management
New York
$495K +$192K +1,280 +54%
JIC
822
Johnson Investment Counsel
Ohio
$491K -$27K -180 -5%
CCA
823
Conservest Capital Advisors
Pennsylvania
$489K – – –
MCM
824
Mitchell Capital Management
Kansas
$488K +$13.5K +90 +3%
MWA
825
Moser Wealth Advisors
Washington
$480K +$160K +1,070 +43%
31 32
33
34 35