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Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
926
Claraphi Advisory Network
United States
$326K -$868K -5,790 -71%
ICG
927
InterOcean Capital Group
Tennessee
$325K -$52.4K -350 -13%
MWA
928
MFA Wealth Advisors
Pennsylvania
$324K – – –
TNA
929
True North Advisors
Texas
$324K +$12K +80 +3%
SOW
930
State of Wyoming
Wyoming
$323K -$246K -1,640 -41%
VWA
931
Visionary Wealth Advisors
Illinois
$323K +$15K +100 +4%
CB
932
CNB Bank
Pennsylvania
$320K +$34.5K +230 +11%
BFS
933
Bard Financial Services
Connecticut
$319K -$37.5K -250 -10%
RW
934
REDW Wealth
New Mexico
$319K – – –
TPA
935
Trivium Point Advisory
Connecticut
$319K +$1.5K +10 +0.4%
FH
936
FWG Holdings
Florida
$316K +$5.99K +40 +2%
CPC
937
Congress Park Capital
New York
$312K +$21K +140 +6%
FAM
938
Fulcrum Asset Management
United Kingdom
$311K – – –
BMCM
939
Burns Matteson Capital Management
New York
$310K -$10.5K -70 -3%
PSUF
940
People's United Financial
Connecticut
$306K +$50.9K +340 +18%
BPC
941
Banque Pictet & Cie
Switzerland
$305K – – –
IHL
942
Investment House LLC
California
$304K – – –
AIP
943
Almanack Investment Partners
Pennsylvania
$302K +$100K +670 +43%
PCM
944
Pennsylvania Capital Management
Pennsylvania
$302K +$318K +2,120 New
NDSI
945
Newman Dignan & Sheerar Inc
Rhode Island
$301K +$7.49K +50 +2%
ATFA
946
All Terrain Financial Advisors
Minnesota
$301K +$333K +2,220 New
DFA
947
Delta Financial Advisors
Louisiana
$300K – – –
WA
948
Wealth Architects
California
$298K +$1.5K +10 +0.5%
EWM
949
Executive Wealth Management
Michigan
$298K +$8.99K +60 +3%
TCWM
950
Total Clarity Wealth Management
Illinois
$298K +$36K +240 +12%
36 37
38
39 40