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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1301
Armis Advisers
Georgia
$1.01M +$913K +36,301 New
UAG
1302
United Advisor Group
Ohio
$1.01M +$21.3K +846 +2%
WBWA
1303
William B. Walkup & Associates
South Carolina
$1M +$25.6K +1,019 +3%
HVIA
1304
Hudson Valley Investment Advisors
New York
$1M -$35.7K -1,418 -4%
OA
1305
Operose Advisors
Wisconsin
$1M +$126 +5 +0%
LFA
1306
Legacy Financial Advisors
Kentucky
$1M +$134K +5,332 +18%
PEA
1307
Park Edge Advisors
Ohio
$1,000K +$889K +35,349 New
BFA
1308
Bill Few Associates
Pennsylvania
$995K +$92.5K +3,679 +12%
RF
1309
Rossby Financial
Florida
$993K +$220K +8,746 +31%
JSSH
1310
J. Safra Sarasin Holding
$989K +$175K +6,945 +25%
NFA
1311
Northern Financial Advisors
Michigan
$989K +$38.7K +1,539 +5%
SAM
1312
Seelaus Asset Management
New Jersey
$988K – – –
CFS
1313
Commonwealth Financial Services
West Virginia
$988K +$62.2K +2,472 +8%
MCM
1314
Monument Capital Management
Virginia
$987K +$306K +12,171 +54%
BIP
1315
Blueprint Investment Partners
North Carolina
$987K -$29.1K -1,157 -3%
EHC
1316
Everett Harris & Co
California
$986K – – –
AFPL
1317
Advus Financial Partners, LLC
Florida
$986K +$196K +7,793 +29%
PWAM
1318
Pinnacle West Asset Management
Wyoming
$985K +$41.1K +1,635 +5%
CG
1319
CFO4Life Group
Texas
$980K +$92.8K +3,691 +12%
CHC
1320
City Holding Co
West Virginia
$977K +$96.8K +3,851 +13%
TCA
1321
Transcend Capital Advisors
New Jersey
$977K -$499K -19,863 -37%
CLOS
1322
Compagnie Lombard Odier SCmA
Switzerland
$974K -$121K -4,800 -12%
WP
1323
WealthShield Partners
North Carolina
$973K +$39K +1,550 +5%
FCAS
1324
First Command Advisory Services
Texas
$973K +$61.5K +2,447 +8%
RWM
1325
RKL Wealth Management
Pennsylvania
$971K +$19.6K +781 +2%
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